Devang Mehta sees capex, credit and discretionary consumption driving market returns; avoids IT

Devang Mehta sees capex, credit and discretionary consumption driving market returns; avoids IT


By CNBCTV18August 13, 2026, 3:10:25 PM IST (Updated)

Devang Mehta, Deputy Managing Director & CIO – Equity NDPMS at Spark Private Wealth Management, sees capex, credit growth and discretionary consumption as the three key themes for investors over the n…



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