Consumption-themed equity schemes are regaining investor interest due to appealing valuations and GST adjustments. The Nifty Consumption Index has underperformed the Nifty recently, but its valuations are now considered fair, presenting a favorable entry point for long-term investors.
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