Be selective in pharma, go overweight in capital goods space: Dipan Mehta
Investors are advised to consider riding the trend in the capital goods space, says Dipan Mehta, Director, Elixir Equities. He cites a good order inflow and favourable margin management making the sector attractive. Within the pharma sector, Mehta suggests investors examine companies with a strong domestic presence and one with large revenues earned through sales within India.
