At end of earning season, may go underweight on banks & NBFCs; get out of traditional FMCG stocks: Dipan Mehta

Dipan Mehta is cautious about the banking sector and traditional FMCG companies. He suggests possibly getting underweight on banks and NBFCs. Mehta indicates an interest in Waaree Energies, a solar equipment manufacturer, especially for long-term investments. He finds the insurance sector promising but advises careful market observation before making any moves.