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

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 invest. This time, he wants to play it slightly differently. Having 10-15% cash is not such a big negative when he is managing money. He … Read more

dipan mehta stocks: Don’t exit auto for a few soft months of vehicle sales; be careful about cement: Dipan Mehta

dipan mehta stocks: Don’t exit auto for a few soft months of vehicle sales; be careful about cement: Dipan Mehta

Dipan Mehta, Director, Elixir Equities, says it is better to manage expectations and that one could expect one or two soft quarters for the auto industry. There could be a correction over there. If one is too overweight, one could liquidate a little bit, but not exit the sector just because there are a few … Read more

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

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 it going to translate into double-digit growth rates for the next four to five years for IT companies? If we get a positive response over … Read more

Election Jitters! A 15-20% correction is okay, look beyond June 4: Experts

Election Jitters! A 15-20% correction is okay, look beyond June 4: Experts

A 15-20% correction from current levels should not shake the confidence of investors and they should remain invested with a view beyond June 4, the day when the fate of the incumbent NDA government and the India alliance will be decided, experts opine. Post the event, the focus will get back to earnings, growth, and … Read more

markets: Midcap IT stocks could be good value creators going ahead: Dipan Mehta

markets: Midcap IT stocks could be good value creators going ahead: Dipan Mehta

“The markets have run up significantly. We are trading at all-time highs and a lot of the positives of the election seem to have got priced in,” says Dipan Mehta, Director, Elixir Equities.We are talking about the markets amidst this time of election and the kind of run-up that we have witnessed. How do you … Read more

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

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 growth for this quarter sectorally except for metals and oil and gas,” says Manish Sonthalia, CIO, Emkay Investment Manager.How are you observing the markets right … Read more