Invest in SKS Microfinance and Sintex Industries: Dipan Mehta

In a chat with ET Now, Dipan Mehta, Member, BSE and NSE shares his views on the markets. Edited Excerpts:
ET Now: What has impressed you the most from amongst the earnings that have come out till now?

Dipan Mehta: Two stocks come to mind. One is in the SKS Micro.It came out with a spectacular set of numbers and lot of qualitative factors also look good over there. This company is back on the growth path. The other company which was quite impressive was Sintex Industries. The dynamics over here also appear to be quite favourable, from the point of view of the textile business as well as the other businesses.It will clearly benefit from the various government policies.In the earnings season, these are the two companies which came out with impressive set of numbers. One would like to increase exposure to them at correction or at these prices.