Want to play logistics, transportation & import export themes at one go? Consider this stock, says Dipan Mehta

Dipan Mehta discusses Adani Ports as a standout in the logistics sector, emphasizes cautious market approach, highlights AI's significance in software companies, and advises prudence in commodity stock investments, suggesting specific opportunities like Vedanta and Jindal Stainless for potential returns. Mehta alsosays: "Technology is the way forward. The biggest trend of the next decade has to be AI and the best way to play AI would be through Indian software service companies."