Despite gloomy headlines, Deepak Shenoy of Capitalmind MF sees a better ground reality for markets, backed by strong corporate earnings and encouraging bank credit growth. He favors industrials, import substitution, and manufacturing, with defence and semicon… For the full story, visit the source.
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Why Deepak Shenoy is betting on industrials, defence, and oil and what he's avoiding
Despite gloomy headlines, Deepak Shenoy of Capitalmind MF sees a better ground reality for markets, backed by strong corporate earnings and encouraging bank credit growth. He favors industrials, import substitution, and manufacturing, with defence and semicon…
By Nandini Sanyal· The Times of India· 22 days ago· 2 min read
This summary is sourced from The Times of India. Read the full article at:The Times of India