Stocks to Buy | Dipan Mehta on Monsoon, Markets & Sector Outlook – Early Monsoon – A Mixed Bag

Dipan Mehta in an interview to ET Now said that the early arrival of the monsoon has negatively affected the investment thesis around summer-centric companies. Businesses like ice cream manufacturers, air conditioner makers, and air cooler brands are highly weather-sensitive, and their revenues may suffer from this climatic shift. These companies were already dealing with a high base effect, which further adds to the pressure. However, Mehta remains optimistic about the broader market, citing that inflation and interest rate issues seem to be fading, geopolitical tensions are subsiding, and if earnings start to recover, the market’s current valuations could become more justifiable.

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