Deepak Shenoy, Founder of Capital Mind, emphasizes investing in sectors like defence, manufacturing, consumer durables, and financialisatio...

In September, at least two PMS schemes significantly outperformed benchmarks, achieving double-digit returns of up to 12%. According to dat...

Capitalmind Financial Services, under Deepak Shenoy, received Sebi's in-principle nod to launch a mutual fund, aligning with their 10th-ann...

There are countries that are hotter but have just a lot more air conditioning, so that way positive about the long-term future. We have not...

PMS schemes, favored by HNIs for surplus capital, outperformed in May despite the flat Nifty50 TRI index before the election results. Inves...

Deepak Shenoy discusses the correction happening in the market, particularly in stocks with froth. He advises making calls based on individ...

So even in this quarter or the next, so it will probably be the December quarter that will tell us most of the differences. One has just ho...

Our flagship portfolio, Capitalmind Momentum smallcase has delivered a negative 2% return which is in line with Nifty index. Over the longe...

"Can Fin, in spite, of the Rs 3,000 price tag is actually at about Rs 7,000-8000 market-cap. So there is a scope to grow," he says.

HDFC Bank and Yes Bank might actually be better buys if you are looking at the banking space whereas RBL is a pure momentum story.

For next six months, I do not see a huge amount of positives for the pharma sector though.

"Banks are reluctant to take in losses as it cripples their balance sheets and forces them into a round of fund raising."

There are obviously certain rumours going around in the market, but you get five rumours for every one true story, points out 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.

On the smaller cap front we are interested in shipping so we have picked up another stock called Dolphin Offshore.

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

"We do not know what their focus is going to be. But the initial cues that we are getting are that the budget is likely to be a tougher one...