Bet on midcaps in chemicals and auto sectors: Deven Choksey, KR Choksey Investment Managers
The next 2-3 years could possibly see a rebound in metals and the commodity pack as a whole, said Deven R Choksey, MD at KR Choksey Investment Managers. Choksey said he likes less volatile commodities such as zinc and aluminium.
Why Deven Choksey continues to bet on ICICI Bank, SBI and Bajaj Finance
In the NBFC space, we have always liked housing finance companies (HF...
Financials, auto, IT & pharma to lead Q3 earnings: Deven Choksey
Banks are monetising their assets, selling part stakes in their investment p...
Premium valuation on BPCL retail biz possible but process needs clarity: Deven R Choksey
We cannot give an ad hoc view as to whether the premium is justified at this point of time.
Buy growth, ditch defensives in 2020: Deven R Choksey
In April 2018, Sebi classified stocks into smallcaps, midcaps and largecaps. They should do away with that.
Why Deven Choksey is gung-ho on cement and steel
A better demand scenario and a better price outlook make cement a commodity play.
FIIs driving Santa rally, stick to quality stocks: Deven Choksey
Market momentum to be up next year. As some corrections can’t be ruled out, buy on dips.
If YES Bank fails to raise money, expect a domino effect on market: Deven R Choksey
Investors would see value if YES is committed to take corrective actions, says Choksey.
Investors, bankers to suffer if Maharashtra infra projects get stalled: Deven R Choksey
The entire pitch of the central government asking manufacturers to come and Make in India will also ultimately suffer.
Keen on auto ancillaries, IT and media stocks in broader markets: Deven Choksey
We are getting an opportunity to shift our investment into better known, better predicted businesses.
By 2021, Jio could make more profit than RIL core businesses: Deven Choksey
Reliance now is the first Indian company to cross Rs 10 lakh crore in market cap.
Banks a safer bet, clarity needed on Infosys: Deven R Choksey
Banks with a focus on consumers and retail lending to do well.
Deven R Choksey on Infosys, PSU banks and cement stocks
If something objectionable is found in Infosys on investigation, then it is a matter of concern.
Worst is over, expect a rally in select good quality stocks: Deven R Choksey
Weaker companies lacking bandwidth would have real challenges.
Jio may take over RIL's core business profits 6 quarters down: Deven Choksey
When it comes to Reliance’s petrochemicals business, the strength in GRMs clearly seems to be at par and seems likely to support the company in the second quarter performance as well.
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