The auto sector has caught the fancy of investors over the past few months thanks to strong volume visibility for passenger vehicles, a spate of new launches, and value unlocking from monetization of the electric vehicle (EV) subsidiaries.
Deven Choksey on 3 themes that are right for investing in a volatile market
Deven Choksey is optimistic about investing in the metal sector due to stable energy prices and rising consumption. He also sees opportunities in some NBFCs