Deven Choksey highlights strong fundamentals in defence and railways stocks and sees opportunities in specific autos despite Tesla’s market entry concerns. He suggests looking at Tata Technology, Bajaj Housing Finance, ITC Hotel, Minda Industries, Kotak Bank, Bajaj Finance, and Bajaj Finserv for investments due to their current attractive valuations and growth potential.
Stock re-categorization: 11 largecaps that will be demoted to midcap
The Association of Mutual Funds in India (AMFI) has announced the stock re-categorization and has highlighted the market cap changes in large, mid and small