Deepak Shenoy of Capitalmind MF sees cautious optimism in Indian equities. His fund is gradually investing cash, looking for opportunities ...

“Urban consumer entertainment is definitely a play that I would like to participate in the next five years”

Shenoy prefers midcap pharma stocks such as Strides Shasun and Torrent Pharma. The expert believes that largecaps will take some time to re...

Growth dynamics may shift to small cars and motorcycles rather than in SUVs; component mix may impact certain stocks more than others, says...

Most logistics stocks have corrected significantly from their recent peaks, says Shenoy; I am positive on liquid logistics, he adds.

October is the time when harvesting happens in Iran; it is at this time when the ban on import of rice is lifted, says Shenoy.

The recent rally in aviation stocks has been seen on account of lower crude prices; expectations are too high, says Shenoy.

A 10-15 per cent fall is nothing; you should be able to digest at least 25 per cent downside at this time, says Shenoy.

This is a stock that manufactures polystyrene and we are interested in their expanded and EPS and XPS plays.

I do not expect this to change, I do not expect a secular trend in a way to suddenly start forming, I might be wrong and, I would really be...

PCJ has gone up nearly 15-17 per cent on the back of data showing higher gold imports, says Shenoy in a chat with ET Now.

United Spirits might get more richly priced but as a sector, you cannot deny that it will always be in the limelight.

"Coffee prices even on Friday hit another high; so we are expecting that should benefit coffee exporters in India."

"In general, in the pharma space, when the tide falls, everybody is down," says Deepak Shenoy.

"We are positive on Finolex Industries and we had a conviction buy in Sintex."

We are still positive on a few other individual pieces of stocks like Finolex Industries and with we thought we had a conviction buy in Sin...

We have seen that the stock is, or it is a good stock, it is just now showing price momentum and there is no real trigger right now.