Deven Choksey, MD, DRChoksey FinServ, say that in the automobile sector, companies offering comprehensive engineering and R&D services to OEMs are poised to play a major role in the evolving landscape. This transformation has already begun and is expected to accelerate through the rest of the decade. Such firms — including those in the EV and mobility ecosystem — could deliver strong returns. Similarly, we are highly optimistic about the long-term outlook for housing.
ET Now: After a very-very long quiet consolidation period, finally, you are getting a little hopeful that maybe the market has some upside to it and a breakout is possible. We are up a good 287 points, almost nudging 25,100 on the Nifty futures. Where do you see leadership? What can take us higher?
Deven Choksey: Well, the market is already getting the leadership from some of the very strong companies like Reliance…
