Capital Mind News Today

Deepak Shenoy highlights market volatility driven by global dynamics and regulatory issues. He discusses the potential impacts of RBI norms on power financiers and analyzes Kotak Banks income challenges post-RBI ban, emphasizing the importance of cautious optimism amidst uncertainties.

Deepak Shenoys Capital Mind ventures into various sectors with a focus on power transformers, hospitality, and financial investments. Uncertainty surrounds the FOMO crowds return, Vodafone FPO, and the evolution of the diagnostics space. Sheoy also days: "On the pricing power front, travel and hospitality has really increased in the last year or so. So, something could have fundamentally changed there."

Deepak Shenoy analyzes market trends, including smallcaps PE ratios and Q4 results impact. He discusses the banking sector, industrial manufacturing, market fear, and investment interests in hospitality and electrification themes, highlighting the ongoing challenges and opportunities in the evolving market landscape. He says: "We are seeing industrial manufacturing growing at a much faster pace and at relatively low debt levels."

Deepak Shenoy discusses excitement for auto stocks and auto ancillaries, potential investments in M&M and cautious optimism on two-wheeler sales. he also suggests monitoring of FDA actions in the pharma sector. Shenoy says a quantitatively driven, price driven strategy will make them consider pharma again,He also anticipates growth in the healthcare sector and potential opportunities in the chemical space.

Traders who claim underlying exposure when they have none could be asked to pay heavy fines under Foreign Exchange Management Act (FEMA).

ICICI Bank, which owns nearly three-fourths stake in ICICI Securities, has proposed a share-swap ratio in which investors of the broking unit will receive 67 shares of the parent lender for every 100 shares they own.

Deepak Shenoy remains optimistic on Indias overall story and cautious on exports and FMCG sectors. He emphasizes the importance of clarity before reinvesting and discusses potential sectors for upcoming investments, awaiting March quarter results for further decisions. Shenoy further says he has moved out of the cable and wire sector.

Deepak Shenoy, founder of Capital Mind, shares insights on Indias infrastructure changes and the challenges faced by the fintech industry. He discusses potential regulations in the hospital space and the impact on pricing. He also highlights the importance of buffers in investment portfolios to address market illiquidity. He says: "We would like to buy more when the stocks go up rather than just on declines."

Deepak Shenoy discusses the correction happening in the market, particularly in stocks with froth. He advises making calls based on individual portfolios, mentions the ongoing resolution with Paytm, and expresses caution about investing in the pharma pack due to uncertainties. Some stocks, for instance, are pure momentum and you have to play them as momentum per se, which means you get into them when they are going up and you get out of them and they are going down, that is just how the business...

Sensex’s returns pale in comparison with the BSE PSU indexs rally over three months