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Why Deepak Shenoy is betting big on these 3 sectors and what he is avoiding?
May 6, 2026
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Posted 3 hours ago by
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.
Economic Times
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India
Bias: center
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