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.