Why Deepak Shenoy continues to bet on stronger India theme going forward

Deepak Shenoy, Founder of Capital Mind, emphasizes investing in sectors like defence, manufacturing, consumer durables, and financialisation for India’s growth. He advises shifting focus from expensive FMCG companies to durable goods, which show higher growth potential. Private banks and NBFCs also offer opportunities, with a positive outlook on mid to long-term investments.

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