Indian markets show strong performance in PSU banks, capital goods, and infrastructure. Dipan Mehta highlights PSU banks closing valuation gaps with private peers. Capital goods firms benefit from robust order books and capex cycles. FMCG stocks face caution due to slow growth. Infrastructure and engineering companies with diversified orders, like L&T, are favored.
PSU banks and capex stocks leading market gains: Dipan Mehta
Indian markets show strong performance in PSU banks, capital goods, and infrastructure. Dipan Mehta highlights PSU banks closing valuation gaps with private peers. Capital goods
February 18, 2026