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Market Commentary: Nifty Outlook, Stocks & Market Strategy | Deven Choksey

Market Commentary: Nifty Outlook, Stocks & Market Strategy | Deven Choksey

Shailendra Bhatnagar
Shailendra Bhatnagar
  • New Delhi,
  • Sep 23, 2026,
  • Updated Sep 23, 2026, 4:41 PM IST

Join Shailendra on Business Today as he speaks with Deven Choksey, MD, DR Choksey FinServ Private, about the recent market movements. They dive into the Nifty's three-month low amid rising oil prices and surging US and Japanese bond yields, and explore the major shift from large-cap to mid-cap and small-cap stocks. Deven explains his strategies in real estate and auto ancillaries, sharing insights on managing portfolios in times of liquidity crunches and IPO frenzies. The discussion also highlights Deven's long-term conviction in the NSE, exploring its potential as a portfolio "shock absorber."