In Market Commentary with Shailendra Bhatnagar, Ashish Chaturmohta, Managing Director ,PMS - JM Financial discusses the top stocks in JM Financial's PMS portfolio. He highlights HDFC Bank, ICICI Bank, Chola, Bajaj, and Sriram as key large-cap holdings. In the mid-cap space, He emphasizes Indigo's strong market share gains and the growth of low-cost carriers. Ashish also mentions MCX, Nuama, and defense stocks like Solar Industries and GRSE as top positions. He expresses optimism about ITC Hotels due to its asset-light expansion model. Listen in