“Deven Choksey believes the risk-reward currently favors large-cap IT stocks (like Infosys, TCS, HCL Tech) over mid- and small-cap names. He cites valuations that limit downside risk, resilience from stronger order inflows, absorbed labor cost adjustments, and long-term revenue visibility from AI-driven solutions and capital-intensive models like data centers.”

Deven Choksey’s track record: 3 graded calls · 95% CI 0–56%