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Stocks to Buy | Liquidity Drives Churn: Deven Choksey on sectoral rotation – Sectoral Churn: Momentum over Fundamentals



Private insurers are outperforming LIC due to product innovation, tech adoption, and lower customer acquisition costs. Choksey believes the new income tax structure, leaving more disposable income, will help funnel savings into financial products like insurance. He is positive on SBI Life, HDFC Life, and Bajaj Life, citing their strong embedded value-to-EBITDA ratios and growth runway.



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