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.
ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEO
Global markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGiri emphasizes buying with a