Dipan Mehta discusses the cautious outlook on chemicals, interest in agrochemical plays, auto sector trends, high PE ratios in capital goods, potential investments post-election, mixed earnings season results, and concerns about overvalued EMS companies. Mehta also says: “If the government comes back with a stable majority, then the best stocks to buy would be the defence stocks, PSUs. It could be PSU banks or the PSU engineering companies.”
Multibaggers: These 9 midcap stocks surged up to 300% in two years. Do you own any?
While the Nifty 50 declined nearly 5% over the past two years and the Nifty Midcap 150 gained around 6%, select midcap stocks delivered exceptional
September 2, 2026