Deven Choksey of DRChoksey FinServ Pvt. Ltd. suggests a positive outlook for banking stocks, driven by falling interest rates and potential public sector bank consolidation. He favors engineering and R&D-focused IT companies like LTTS and Tata Elxsi, citing strong order inflows and profit margin growth.
Finding winning stocks getting tougher, bottom-up ideas key: Sridhar Sivaram
Sridhar Sivaram maintains a cautious view but expresses optimism for the second half of the year. He anticipates a potential shift in market leadership away