Why Deepak Shenoy is betting on industrials, defence, and oil and what he's avoidingDespite gloomy headlines, Deepak Shenoy of Capitalmind MF sees a better ground reality for markets, backed by strong corporate earnings and...
06 May, 2026, 10.53 AM IST
After sitting on cash, Deepak Shenoy says deploy now, but let the data leadDeepak Shenoy of Capitalmind MF sees cautious optimism in Indian equities. His fund is gradually investing cash, looking for opportunities ...
21 Apr, 2026, 10.30 AM IST
Market panic temporary; midcaps and IT offer long-term value: Deepak ShenoyIndian markets are experiencing a volatile phase due to geopolitical tensions and rising crude oil prices, with the Nifty 500 down 10% from...
10 Mar, 2026, 10.46 AM IST
Gold & silver exposure should be capped at 10–20% of overall asset allocation: Deepak ShenoyAmid global uncertainty, investors are favoring safe assets like gold and silver. Deepak Shenoy of Capitalmind Asset Management suggests al...
20 Jan, 2026, 11.11 AM IST
Markets are like people on cocaine: Deepak Shenoy says markets overreact, Nike will weather tariffsDeepak Shenoy, CEO of CapitalMind, downplayed fears around new U.S. tariffs affecting Nike, arguing the market is overreacting and that cos...
04 Apr, 2025, 05.48 PM IST
Short to medium-term bet on TVS Motors: Deepak Shenoy, Capital Mind“Urban consumer entertainment is definitely a play that I would like to participate in the next five years”
28 Sep, 2016, 10.24 AM IST
Midcaps have substantially outperformed largecaps: Deepak Shenoy, Founder, Capital MindWith 30-40 per cent profit growth, this is really a midcap quarter if you look at results till now.
01 Aug, 2016, 10.26 AM IST
Prefer KRBL and LT Foods in food processing space: Deepak ShenoyOctober is the time when harvesting happens in Iran; it is at this time when the ban on import of rice is lifted, says Shenoy.
03 Nov, 2015, 04.45 PM IST
Aviation stocks gone overboard on expectations of better earnings: Deepak ShenoyThe recent rally in aviation stocks has been seen on account of lower crude prices; expectations are too high, says Shenoy.
21 Oct, 2015, 08.04 AM IST
Market volatility to continue in the short-term: Deepak Shenoy, Capital MindI 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...
09 Sep, 2015, 08.14 AM IST
State Bank of India has performed on the bottom line and remained steady on provisions: Deepak ShenoyTheir provisioning has come close to about Rs 4,000 crore. Their gross NPA figure has come in at a steady 4.29 per cent versus 4.25 per cen...
11 Aug, 2015, 01.43 PM IST
Budget 2015 should not be a populist one: Deepak Shenoy, Capital MindThe AAP clean sweep has put pressure for populism but if the FM gives in, India will miss the big picture, says Capital Mind's Deepak Sheno...
11 Feb, 2015, 02.51 PM IST
Difficult to predict anything in power sector: Deepak Shenoy, Capital Mind'Given the fact that there have been so many rumours hanging around and lot of action happening on rumours, I would sit back a little.'
19 Dec, 2014, 04.00 PM IST
Expect battery makers to perform well going forward: Deepak ShenoyBattery markers have already had a fairly good run. From that perspective, the business revenue side looks strong.
13 Nov, 2014, 10.18 AM IST
Coffee stocks in for some good times: Deepak Shenoy, Capital Mind"Coffee prices even on Friday hit another high; so we are expecting that should benefit coffee exporters in India."
13 Oct, 2014, 12.35 PM IST
Pharma names may correct if there is a dip in broader market: Deepak Shenoy, Capital Mind"In general, in the pharma space, when the tide falls, everybody is down," says Deepak Shenoy.
13 Oct, 2014, 12.05 PM IST
L&T will continue to perform: Deepak Shenoy"L&T continues to be a strong pick that we hold, of course it is something that we believe it will continue to perform."
17 Sep, 2014, 11.14 AM IST