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ujjivan finance: Dipan Mehta on how to play a high-risk, high-return idea & where to invest in IT sector

“Over the last couple of years or so, a lot of IT companies have won multi-million, multi-year orders. They are sitting in a good order book position. It is just that execution has not started or has got delayed because of the uncertainty in the environment in the US and in Europe economies. But once the uncertainties over there go down, tech spending will be the first off the block from a management perspective.” ....

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praj industries: Nifty may touch 23,000 over next 1 year; largecaps to dominate: Dipan Mehta

“Across the board, I do not think there is any sector which is highly overvalued per se. But in two to three sectors, especially the external facing ones, like chemical and software, an investor needs to be a bit cautious. I would like to remain underweight in these two industries.” ....

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