Devang Mehta bets on capex, power themes; sees retail recovery, cautious on IT
Devang Mehta, Deputy Managing Director & CIO – Equity NDPMS, Spark Private Wealth Management, said consumption trends are improving with demand and margins showing recovery across companies, making the sector worth tracking over the medium term. He highlighted earnings visibility in engineering, power and financial segments, supported by order books and flows. He also pointed…
