“Daljeet Kohli is bullish on the Commercial Vehicles (CV) sector and its midcap ancillaries, including forging, axle, spring makers, and CV-focused tyre players. He cites strong recent data and positive momentum for OEMs like Tata Motors and Ashok Leyland, preferring ancillaries over direct OEM investment. He expects stronger Q4 earnings to further reward disciplined portfolios in this space.”

Daljeet Kohli’s track record: 3 graded calls · 95% CI 6–79%