Deven Choksey, MD of DR Choksey FinServ Private, shares his insights on investment strategies for PSU stocks. He notes that while there has been a price correction, a time correction is yet to occur. Deven Choksey highlights a market trend of pricing stocks based on valuations projected far into the future, with some companies valuation at FY26 or FY27 levels. Despite this concern, he remains focused on the fundamentals, pointing out that several PSUs with 2-3 years of strong order books are poised for 20-30% growth. Watch the full video for his in-depth analysis.
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