“The Avenue Supermarts stock has held up because many of the funds, PMSs, Mutual Funds who hold the stock do not sell and to that extent, the stock sustains. But I do not think such valuations can sustain. The 20-25% growth stocks trading at 100-110 valuation will never sustain. In the next couple of years’ returns from this stock will be below par in my view.”
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