“Dipan Mehta of Elixir Equities expects a broad-based earnings recovery across domestic-facing industries, excluding US-dependent exporters, driven by a strong festive and wedding season. He is particularly upbeat on the metals sector, citing higher prices and anticipating strong results from companies like Vedanta, Hindustan Copper, NMDC, and Nalco. Autos, cement, and IT services are also among the sectors he expects to perform well.”

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