Analyst Rohit Mehta flags renewables, pharma, and infra as July hot picks. Smart money is shifting into these sectors due to government incentives, rising global demand, and robust capital expenditures. Waaree, KPI Green, and Inox Wind lead green plays. Suven, Divi, and Biocon shine in pharma. Infra bets include L&T, IRB, Polycab, and KEI. All backed by structural growth trends.