Deven Choksey, MD, DRChoksey FinServ Pvt. Ltd, says he remains positive about the two-wheelers and the commercial vehicles, and believes that passenger vehicles would have the reason to recover going forward after these challenges are over. Coming to Paytm, Choksey further says that it is not completely shunned, but till that time they start showing … Read more
“We’ve held stocks from the entire TVS Group for over 30 years. The Bajaj Group has been in our portfolio for over 40 years, and Reliance has been part of our portfolio for more than 25 years. We hold these companies because their businesses have shown steady growth. We’re not looking for exceptional returns like … Read more
Deven Choksey, MD, DRChoksey FinServ Pvt. Ltd, says currently, financial stocks are passing through some kind of price rationalisation or valuation corrections and that is the time to buy into these companies. If we buy the India story, where the size of the economy is being talked about from $4 trillion to $10 trillion and … Read more
Deven Choksey, MD, DRChoksey FinServ Pvt. Ltd., says the growth that we are seeing in the economy could result in the growth of the first beneficiary sector which will be housing for sure. Now, whether one should buy one or one should look at everything in this space, I would say that there is enough … Read more
“As I see it, many of these companies probably may demand some amount of inclusion into the smallcap index, but I would feel that here the time is a little bit more watchful, careful,” says Deven Choksey, MD, DRChoksey FinServ Pvt. Ltd.Did you manage to glance through the list of smallcap additions in MSCI? I … Read more
