Stocks to Buy | Deven Choksey on sector rotation & stock opportunities

Deven Choksey expects markets to remain on an upward trajectory, with Nifty possibly hitting 25,200 before consolidation. He favours IT, pharma, metals, and large-cap BFSI stocks, while advising caution on midcaps. Tata Motors and metal stocks like Hindalco appear promising amid improving fundamentals and global demand revival.