Deven Choksey, MD of DRChoksey Finserv Private Limited, believes selective opportunities have emerged across financials, life insurance and large-cap IT after recent market weakness. He remains positive on Bajaj Finance, Bajaj Housing Finance and private banks, while expecting life insurers to benefit from rising disposable incomes over the next three to five years. He also sees IT companies adapting to AI-led services, with improved revenue models supporting growth over the next six to eight qu