Company updateCNBC-TV18
Deven Choksey prefers Sun Pharma, Cipla for fresh buying; sees upside in Indian IT
Positive+18
GreyOak summary
He remains constructive on Indian IT driven by AI demand but advises waiting for corrections before buying jewellery retailers like Titan and Kalyan Jewellers due to high valuations.
What it affects
- CiplaCIPLAPositive +18
Rolling sentiment Neutral -9
- Sun Pharmaceutical IndustriesSUNPHARMAPositive +16
Rolling sentiment Negative -20
- Information TechnologyPositive +13
AI-led demand expected to support growth.Rolling sentiment Neutral +3
Source
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