Mahindra Finance shares fell 8% despite a 26% YoY profit growth to Rs 390 crore. Analysts remain cautiously optimistic, citing concerns over rural borrower stress and seasonal performance impacts.
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.