Dipan Mehta recommends investing in solar equipment manufacturers like Waaree Energies, Premier Energies, and Tata Power due to their strong growth potential. He also suggests considering Suzlon, Inox Wind, and BHEL. While cautious about D-Mart’s valuation and competition, Mehta sees promise in quick commerce and BHEL’s revival due to thermal power plant demand.
FII inflows driven by relative stability, not blind optimism: Saion Mukherjee
The market construct looks quite positive. But I do not think we are out of the woods yet. My concern would be how the economy