“For the metals sector, Mehta advises existing investors to stay invested, but new entries should be approached with neutrality and caution as the sector is in a mid-cycle and no longer in a down cycle. He is structurally positive on non-ferrous commodities like copper, aluminium, and zinc, highlighting Hindustan Copper as a stock to watch for strong returns over the next 3-4 years, provided its large expansion plans materialize despite current rich valuations and execution risks.”

Dipan Mehta’s track record: 12 graded calls · 95% CI 25–75%