Market Insight: Sector Rotation & Structural Plays Market veteran Dipan Mehta advises caution regarding the Metals sector, noting it is currently hovering at **mid-cycle levels**. The current valuation suggests a guarded approach rather than aggressive entry for immediate gains. In the consumption space, traditional FMCG is categorized as a **sell-on-rallies** trade. The growth narrative has shifted toward **quick-commerce platforms**, which are highlighted as the definitive new play for capturing India's evolving consumption demand. Selective opportunities remain visible in specific segments. **IT services**, **commercial vehicles**, and **specialty chemicals** are flagged as key sectors offering potential upside for discerning investors. The broader strategy involves looking past short-term momentum. Investors are urged to remain invested, utilize market corrections to accumulate positions, and prioritize **long-term structural growth** over cyclical volatility.