Choksey highlighted banks as a cornerstone of Indian equities, citing regulatory support and a resilient credit environment.
He noted that railway stocks are poised for a new wave of growth as the government ramps up infrastructure spending, with the addressable market expanding under the electrification push.
Aditya Infotech features prominently in his portfolio, aligning its software services with the nation’s digital transformation agenda.
CleanMax, though visible, remains a wildcard; its share price has been volatile and upside uncertain.
Looking ahead, Choksey expects the sector to stay bullish: banks to benefit from RBI’s policy stance and railway stocks to ride the infrastructure wave, while Aditya Infotech’s growth trajectory remains tied to tech adoption trends.