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Real money lies in capex-oriented, capital goods companies, even power automation: Devang Mehta
Devang Mehta, Director of Spark Private Wealth, suggests that investors should be selective in the current market. He recommends focusing on companies in sectors like capital goods and power automation that are poised to benefit from government infrastructure spending. Mehta also highlights the attractiveness of consumption-oriented businesses that have undergone corrections, citing Maruti as an example.
