Deven Choksey believes PB Balaji’s financial expertise will benefit Tata Motors and JLR, citing his successful turnaround of Tata Motors. He also discusses Antfin’s stake sale in Paytm, emphasizing the need for robust back-end integration. Choksey expresses valuation concerns in the defense sector and favors niche pharma companies over pure generics.
Is the smallcap rally a trap? Only 37% of stocks are outperforming their benchmark
India’s recent smallcap surge indicates that less stock is outpacing the benchmark index, revealing a narrowing group of successful stocks boosting overall returns. Conversely, largecap
August 25, 2026