Indian markets have recently reached new highs, fueled by GST rationalization and easing tariff concerns. However, sustaining this rally hinges on the return of consistent FPI buying. While DIIs have provided support, trade negotiations and earnings growth will be crucial factors.
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