Deven Choksey's Top Stock Picks: Bajaj Finance, Reliance Up; Caution on Titan, IEX

• Deven Choksey favors Bajaj Finance and Bajaj Housing Finance for their market share gains, rapid loan book growth (20%), strong tech use, and low NPAs.
• He is positive on Reliance Industries, citing its ability to process discounted Venezuelan crude and its long-term circular economy strategy in renewable energy and data centers.
• Choksey recommends auto ancillary companies like UNO Minda, which are aligned with EV transition and offer complete systems to OEMs, over standalone automakers.
• He is bullish on metals, especially copper, due to strong demand from data centers, power infrastructure, and electrification, ensuring long-term visibility.
• Choksey advises caution on jewelry stocks (Titan, Kalyan Jewellers, Senco Gold) and Trent due to steep valuations; suggests waiting for IEX clarity due to regulatory issues.

Why It Matters: Choksey backs specific finance, energy, auto ancillary, metals stocks; advises caution on overvalued retail, IEX.