Devang Mehta focuses on consumption, capex, and credit growth. He notes positive trends in RIL, banks, FMCG, NBFCs, IT stocks, and mentions sector rotation, Budget, FIIs, infrastructure aiding capex, and strong credit growth. Corporate profitability, cash flow strength, energy, hotels, spiritual tourism, corporate travel, ROEs, LTIMindtree, GMR Airports, InterGlobe Aviation, and Nasdaq impact are emphasized.
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