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Dipan Mehta

Bhel | Bhel share price: 3 stocks to play green energy theme; but BHEL in thermal could be a good play too: Dipan Mehta

by Mark McDuffie
Bhel | Bhel share price: 3 stocks to play green energy theme; but BHEL in thermal could be a good play too: Dipan Mehta

Dipan Mehta, Director, Elixir Equities, says the best way to engage with the green energy sector is by investing in solar equipment manufacturers, particularly solar module and cell producers like …

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investment strategy: Dipan Mehta on why he is happy to sit on 10-15% cash in a booming market

by Mark McDuffie
investment strategy: Dipan Mehta on why he is happy to sit on 10-15% cash in a booming market

Dipan Mehta, Director, Elixir Equities, says he always maintains that cash is strategic. If and when a correction came in the past bull markets, he never had any cash to …

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earnings season: Management commentary to set the tone for IT; iffy on city gas cos: Dipan Mehta

by Mark McDuffie
earnings season: Management commentary to set the tone for IT; iffy on city gas cos: Dipan Mehta

Dipan Mehta, Director, Elixir Equities, says the question that everybody on the Street will ask the IT company is how big is this AI opportunity. Is it for real? Is …

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money: Markets moving away from consumption themes to investment themes: Manish Sonthalia

by Mark McDuffie
money: Markets moving away from consumption themes to investment themes: Manish Sonthalia

“Except for oil and gas and metals, I think we stand good as far as the earnings growth is concerned. It will broadly be 13% to 15% sort of earnings …

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Nifty | Sensex: Not nibbling now, expect deeper corrections in Nifty & Sensex: Dipan Mehta

by Mark McDuffie
Nifty | Sensex: Not nibbling now, expect deeper corrections in Nifty & Sensex: Dipan Mehta

Dipan Mehta, Director, Elixir Equities, says “I am not nibbling anywhere. I am just waiting patiently, wherever numbers are not up to expectations, trim a few holdings over there and …

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