America seeks to increase farm exports to India and China. This push stems from its efficient, mechanized farming, leading to competitive prices. China’s reduced soybean imports from the US have created a surplus, prompting a search for new markets. India faces challenges with genetically modified crops, which could impact its European exports.
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