Hotels in Best Phase in Decades; Autos, Metals Offer Strong Earnings Play: Dipan Mehta

• Dipan Mehta highlights hospitality, autos, metals, and select midcaps as strong investment opportunities.
• Hospitality sector experiencing its best phase in decades due to rising demand, room shortages, and improving revenues.
• Mehta is constructive on metals, particularly Hindalco Industries, expecting volume growth from capacity expansion.
• Positive on the auto and auto ancillary space, favoring tire companies, pre-owned vehicle platforms, and electronic-focused component makers.
• Also positive on Black Box, citing its strong position in data center infrastructure and benefits from AI investments.