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Forget IT giants, go for these 4 midcap stocks: How Dipan Mehta is rewriting his Indian IT playbook

Market expert Dipan Mehta urges investors to be selective. He highlights mid-cap IT firms like Coforge and Happiest Minds as outperformers. Engineering R&D stocks are also gaining traction due to global events. Specialty chemicals and real estate present opportunities. Mehta advises caution on large-cap IT and aviation sectors. Investors should focus on specific pockets for potential gains.

Raccontata daeconomictimes.indiatimes.com

Timeline cronologica

  1. lunedì 1 giugno 2026·economictimes.indiatimes.com

    Infosys, Tech Mahindra, TCS and other IT stocks jump up to 5%. What’s driving the rally?

    Indian IT stocks rose sharply on Monday, lifting the Nifty IT index nearly 3%, as investors reassessed AI-related fears, attracted by attractive valuations and upbeat sector…

  2. giovedì 4 giugno 2026·economictimes.indiatimes.com

    Forget IT giants, go for these 4 midcap stocks: How Dipan Mehta is rewriting his Indian IT playbook

    Market expert Dipan Mehta urges investors to be selective. He highlights mid-cap IT firms like Coforge and Happiest Minds as outperformers. Engineering R&D stocks are also gaining…

  3. giovedì 4 giugno 2026·economictimes.indiatimes.com

    IT needs selectivity, not blind bargain hunting; Energy, defence and healthcare offer better opportunities: Gurmeet Chadha

    Market expert Gurmeet Chadha advises investors to be selective in the IT sector, despite attractive valuations, focusing on stock-specific opportunities. He highlights stronger…

  4. giovedì 4 giugno 2026·economictimes.indiatimes.com

    Amit Khurana backs LTIMindtree, OFSS and eClerx as tactical bets

    Amit Khurana of Dolat Capital has upgraded India's IT sector, citing depressed valuations and rupee depreciation as key drivers. He believes the market is underpricing these…

  5. giovedì 4 giugno 2026·economictimes.indiatimes.com

    Avoid chasing IT rally, focus on power and steel plays: Neeraj Dewan

    Market expert Neeraj Dewan advises selective investing amid volatility, favoring power, energy infrastructure, steel, aviation, commercial vehicles, FMCG, and select auto…