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As Indian equity markets process multiple moving parts – from conglomerate restructuring to policy-driven sectoral shifts – investors are increasingly focused on where sustainable value creation can emerge over the medium to long term. In a conversation with ET Now, Deepak Shenoy, Founder & CEO of Capitalmind MF, offered a broad perspective on conglomerate monetization, […]
The Indian auto sector is showing renewed vigor following the recent rationalization of GST rates, with signs of a sustainable recovery in passenger vehicles (PVs) and some optimism in the two-wheeler segment. However, according to founder Deepak Shenoy, it may take some time for commercial vehicles (CVs) to catch up & CEO from Capitalmind.When asked […]
