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.
RBI in wait-and-watch mode despite easing West Asia risks: Sanjay Malhotra
Despite easing West Asian tensions, the RBI remains cautious, with Governor Sanjay Malhotra emphasizing data dependency over pre-set interest rate paths. While the truce offers