3 stocks to play green energy theme; but BHEL in thermal could be a good play too: Dipan Mehta
Dipan Mehta recommends investing in solar equipment manufacturers like Waaree Energies, Premier Energies, and Tata Power due to their strong growth potential. He also suggests considering Suzlon, Inox Wind, and BHEL. While cautious about D-Mart’s valuation and competition, Mehta sees promise in quick commerce and BHEL’s revival due to thermal power plant demand.