Prefer software companies like HCL Tech, TCS to play digital theme: Dipan Mehta

Dipan Mehta, Founder & Director, Elixir Equities, says he is not too concerned about rising inflation affecting consumption related companies like FMCG, auto, appliances or any other sector.

What is your outlook on the agri inflation scenario that is currently underway and how could that potentially impact the input costs and margins in the consumption story?
Inflation is a big concern for all companies, especially consumer-facing companies — be it automobiles, appliances or even FMCG stocks. But Indian companies have a great deal of experience in dealing with it.