Deven Choksey Identifies Value in Market Correction, Favors Metals and Specific IPOs
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Deven Choksey Bets on Metals, Select IPOs as Market Correction Unlocks Value
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CNBC TV18•25-02-2026, 10:12
Deven Choksey Bets on Metals, Select IPOs as Market Correction Unlocks Value
•Deven Choksey, MD at DRChoksey Finserv, sees value emerging as markets correct, bringing sanity to valuations.
•Identifies Bajaj Housing Finance as a good quality company now closer to a realistic price-to-book value ratio.
•Suggests Tata Technologies is attractive near its IPO price after a sharp correction, advising adding it to portfolios.
•Remains constructive on the metal space, including Vedanta, citing strong demand for white metal commodities and lower power costs from renewable energy.
•Expresses a positive stance on CleanMax Energy, giving it a 'subscribe' view due to its promising business model.
