Deven Choksey, MD of DRChoksey FinServ Pvt. Ltd, remains optimistic about two-wheelers and commercial vehicles. He believes passenger vehicle demand will recover post-challenges. On Paytm, he advises caution until profitability is shown. He sees potential in the energy transition sector, particularly green hydrogen, with significant growth expected over the next 5-10 years.
Asian stocks cautious as tariff talk sinks copper
Asian shares displayed caution as investors reacted to President Trump’s firm stance on tariffs, ruling out deadline extensions. Copper futures declined following Trump’s tariff threats,