Market expert Dipan Mehta highlights selective opportunities in the IT sector, favoring new-generation companies like Persistent Systems over traditional players. He is positive on LG Electronics due to strong consumer sales and GST cuts. Mehta maintains a neutral stance on insurance but is very optimistic about the healthcare diagnostics sector, citing strong recent results and secular growth trends.
Largecaps showing no fundamental change despite market bounce: Nischal Maheshwari
Market expert Nischal Maheshwari advises investors to focus on fundamentals amidst market volatility. He notes large-cap growth remains single-digit, banks are poised for margin improvement,