dipan mehta

Dipan Mehta, Director, Elixir Equities, says the more disappointing part of Infosys is definitely the guidance. At 4-7% constant currency, it is not going to enthuse many investors. So…
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"Of course first week of Jan we will have the auto numbers and some of the other companies will come out with the December quarter early reviews but by and large I think the real action…
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"So you need to focus on companies which are in verticals where there is a lesser chance of spending cuts. It could be automobiles, design led, technology stocks and I think that is…
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"I am very positive on banks and Bank Nifty per se. There is a lot of choices for investors right now and you can take your pick from the entire segment and ride on this particular bull…
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"We are looking forward to better times in 2023 and hoping that investments which we make today and the next few weeks or so should deliver exceptional returns going ahead," says Dipan…
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“Allocate 35-40 % in banks, 15% in midcap software, 15 % in auto, 15% in profitable platform companies and 10% in new age digital companies,” says Dipan Mehta - Founder Director at…
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"Cement demand is definitely strong but we would like to play this demand through the actual cement consumers; we are more positive on real estate and engineering/construction companies…
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