Deven Choksey’s Top Themes
  • WebDesk BTVI
  • Mar 06 2019

On this edition of ‘Market Guru’, Deven Choksey, MD, KR Choksey Investment Managers, lists out his key investment themes. The expert says most companies with strong Q3 results would remain safe bets, remains optimistic about corporate banking space like Kotak Mahindra Bank, ICICI Bank and Axis Bank, prefers Bajaj Finance, HDFC & LIC in NBFCs; Cipla, Sun Pharma, Glenmark in pharma space; ABB India, Siemens & L&T in Capital Goods space, also positive on ITC as a long term investment opportunity.