Aparna Shanker suggests a balanced approach to equity allocation, highlighting the potential of GST cuts to boost consumption-oriented sectors. Auto, FMCG, and consumer durables are expected to benefit. While cautious on IT due to US market uncertainties, Shanker favors financial services, renewable energy, and infrastructure for long-term growth, recommending a diversified investment strategy.
Power, Hotels & Chemicals: Dipan Mehta maps out the market’s next big opportunities
Dipan Mehta advises selective investing, favoring power infrastructure, export manufacturing, and specialty chemicals. While acknowledging the hospitality sector’s strong run, he cautions about potential headwinds.
May 27, 2026