Market experts view a US-India tariff settlement as a necessary step, not a market booster, with a domestic recovery expected to drive growth. Investors are advised to focus on mid- and small-cap stocks, banking, capital goods, and defence sectors, while the China Plus One strategy remains intact.
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