Deven Choksey is cautiously optimistic about several sectors. He likes Dixon Technologies but awaits better valuation. Crude-sensitive sectors benefit from low oil prices. India’s infrastructure shows long-term growth, especially in ports and renewable power. Mid-tier IT firms like KPIT have potential but face near-term challenges. Investors should be selective and patient for opportunities.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets