Dipan Mehta discusses the cautious outlook on chemicals, interest in agrochemical plays, auto sector trends, high PE ratios in capital goods, potential investments post-election, mixed earnings season results, and concerns about overvalued EMS companies. Mehta also says: “If the government comes back with a stable majority, then the best stocks to buy would be the defence stocks, PSUs. It could be PSU banks or the PSU engineering companies.”
AlphaGrep enters MF space, eyes Rs 25,000-30,000 cr AUM in 3-5 yrs; to launch maiden scheme on Jul 6
The move comes after the company received approval from the Securities and Exchange Board of India (Sebi) to commence mutual fund operations.
June 7, 2026