PMS Tracker: March meltdown ensured 97% of strategies sank up to 22%; Money Grow, ASK Investment bled the mostIndian PMS strategies suffered steep losses in March, with 97% delivering negative returns amid a war-led market selloff. Small and midcap ...
12 Apr, 2026, 04.41 PM IST
Worst is behind for IT: Largecaps set for 15–20% upside as AI reshapes business models, says Deven ChokseyDeven Choksey says the worst is behind India’s IT sector as large firms like TCS and Infosys shift to AI-driven, asset-heavy models and inv...
25 Nov, 2025, 10.06 AM IST
India's smallcap index plunges 20% from September highThe NSE Nifty Smallcap 250 Index was on course to enter a bear market after losing more than 3% early in Tuesday’s session. It sank 3.7% on...
28 Jan, 2025, 10.57 AM IST
Global money is buying record amounts in India’s primary marketForeign investors in India are shifting their focus from the stock market to initial public offerings (IPOs), seeking better returns. While...
19 Nov, 2024, 08.03 AM IST
Hyundai’s IPO Is Poised to Boost Indian Automakers’ ValuationsHyundai Motor India Ltd. plans a significant share sale, potentially valuing its Indian unit at $25 billion. Analysts believe this could el...
19 Jun, 2024, 09.04 PM IST
Adani Ports tops global peers in market value as cargoes surgeAdani Ports & Special Economic Zone Ltd.’s market capitalization has climbed to about $37 billion, overtaking peer Beijing-Shanghai High-Sp...
18 Jun, 2024, 12.15 PM IST
Nirmala Sitharaman returns as Finance Minister with analysts' votes in favour of Modi's faith in herModi's new cabinet: Indian Prime Minister Narendra Modi's decision to reappoint Nirmala Sitharaman as the country's finance minister signal...
12 Jun, 2024, 12.05 PM IST
Deven Choksey on what to do with ITC now & where to bet in midcapsDeven Choksey says ITC's stake sale to financial investors is expected to unlock valuation and boost market capitalization. HAL remains a s...
12 Mar, 2024, 11.24 AM IST
Where will the next set of triggers come for Reliance? Deven Choksey answersVodafone-Idea's debt is make or break. Maharashtra FDA plans more tests on global fast food chains. QSR stocks like Restaurant Brands Asia,...
28 Feb, 2024, 08.49 AM IST
What should investors do with Paytm stock? Deven Choksey answersAs 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 t...
13 Feb, 2024, 11.27 AM IST
Should you go for HFCs and not real estate stocks? Is it time for Reliance to move up? Deven Choksey answersDeven Choksey says: Reliance in particular has always moved once in four years. If they moved in FY2020-21, I guess the time will be now fo...
09 Jan, 2024, 01.36 PM IST
Where to invest in IT sector? Should you bet on Oil India or ONGC? Deven Choksey answersDeven Choksey says: “I would rather put my money in some particular mid-tier IT companies where engineering and R&D space remains relativel...
26 Dec, 2023, 11.15 AM IST
Add Adani stocks on every dip, IREDA has fundamentally strong business model: Deven Choksey“FMCG companies right now are priced adequately and there is little less headroom available. Unless the market gives some meaningful sharp ...
12 Dec, 2023, 12.40 PM IST
Divi’s and Laurus Lab can be next big opportunity in pharma; Deven Choksey explains how“If you are betting into the jewellery sector, the period between Dhuleti and Dhanteras is the best time to accumulate these particular sto...
08 Nov, 2023, 09.35 AM IST
Why is L&T still so cheap? Time to look at Federal Bank again? Deven Choksey answers“I would still stay with the larger banks because we believe that the growth in this country, which is now happening and happening at a rap...
07 Nov, 2023, 11.17 AM IST
How to deal with euphoria in EMS, railway and defence space? Deven Choksey answers“Currently higher valuation is being paid because there is less amount of floating stock in the market and there are higher amounts of inve...
22 Sep, 2023, 09.01 AM IST
Should investors be concerned about fresh allegations on Adani Group? Deven Choksey answersSo, it is a little unfortunate that this particular subject is being played on a proxy basis. If at all the genuine short selling has taken...
31 Aug, 2023, 01.15 PM IST