Deven Choksey favours UPL, ICICI Bank, HDFC Bank, and Kotak Mahindra Bank. He highlights the lack of clarity in Biocon's business and advises caution in the chemical sector. He suggests Whirlpool needs to improve its strategy to compete with domestic players. Companies in niche areas like Anupam Rasayan, Ami Organics, Laxmi Organics remain relatively stronger players.
