14 Jan 2026 | 5 Mins Read

Devang Mehta Sees Value in Metals Despite Current Stretch

Flipitmoney

Devang Mehta advises caution on metals due to an unfavourable risk-reward, though existing investors can hold for a few months. He sees geopolitics supporting precious metals. BFSI remains attractive, especially capital market-linked segments. Consumption has rebounded, with opportunities in discretionary, hotels and travel, while capex, engineering and infrastructure themes stay positive.