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Selective investing the way forward as AI, valuations reshape market trends: Dipan Mehta
April 23, 2026
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AI Analysis: Bandwagon
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Dipan Mehta advises caution on large-cap IT due to AI disruption, favoring midcap players like Persistent Systems and Tata Elxsi. While Trent shows momentum, high valuations warrant tempered expectations. Seasonal plays like cooling solutions, exemplified by Symphony, present a potential opportunity amid a hot summer.
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Technique: Bandwagon
Our AI detected use of specific narrative techniques in this piece.Economic Times
Coverage and analysis from India. All insights are generated by our AI narrative analysis engine.
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Bias: center
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