Dipan Mehta, Director, Elixir Equities believes investors should stay selective in the current market environment, with opportunities emerging in sectors linked to power infrastructure, export-oriented manufacturing, and speciality chemicals, while caution remains warranted in overheated pockets such as hospitality and select data centre plays.
Speaking to ET Now, Mehta shared his views on a wide range of sectors including data centres, hotels, tyres, transmission & distribution companies, and speciality chemicals.
