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Markets / The Economic Times

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CDMO earnings volatile but long-term story intact, says Dipan Mehta

Dipan Mehta of Elixir Equities discusses select mid-cap and sectoral stocks. He sees potential in Force Motors for long-term investors. Mehta anticipates a short-term trading rally in IT stocks but remains structurally cautious. He acknowledges missing Wockhardt but prefers waiting for the hype to subside. CDMO and contract manufacturing players are viewed positively.

2 Dec 2025 1:15 pm