Deven Choksey on 2 themes to bet on in a volatile market

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Market analyst Deven Choksey expresses strong optimism for India’s renewable energy sector, particularly solar and wind power generation. While bullish on EPC and distribution prospects, he advises caution regarding the high valuations of renewable energy companies. Choksey also favors the insurance sector, particularly LIC, citing its strong financials and distribution network.

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