Spark Capital’s Devang Mehta favors India earnings amid risks
Devang Mehta (Spark Capital) stays positive on India’s earnings outlook despite geopolitical risks, favoring discretionary consumption, capex and financial services over export-linked sectors. He also urges selectivity in IPOs.
Devang Mehta, Deputy MD & CIO-Equity, Spark Capital Private Wealth, remains positive on India's earnings outlook despite geopolitical risks and favours discretionary consumption, capex and financial services over export-linked sectors.
He also urges investors to be selective in IPOs.
Which themes d…