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 semiconductors as high-conviction bets, while advising caution on oil prices and the EV technology theme.
Wall Street Week Ahead:Investors to pore over inflation data for signals on rate trajectory
Investors await crucial inflation data next week which may decide the Fed’s interest rate move. The S&P 500 index is nearing its record high while
September 5, 2026