Deven Choksey sees buying opportunities in corrected stocks like Reliance and NBFCs. He advises caution with defense stocks, citing high valuations. Choksey suggests waiting for lower prices before investing in defense companies. He notes the potential of Jio Financial Services but awaits concrete business activity. Choksey expresses concern about elevated valuations in the quick commerce sector, recommending a cautious approach.
Largecaps showing no fundamental change despite market bounce: Nischal Maheshwari
Market expert Nischal Maheshwari advises investors to focus on fundamentals amidst market volatility. He notes large-cap growth remains single-digit, banks are poised for margin improvement,