Global economic turbulence is high. However, India's company earnings are performing well. Deepak Shenoy advises investors to focus on fundamentals and maintain patience. Disciplined investing is key for retail investors. The market presents entry points for …
Despite gloomy headlines, Deepak Shenoy of Capitalmind MF sees a better ground reality for markets, backed by strong corporate earnings and encouraging bank credit growth. He favors industrials, import substitution, and manufacturing, with defence and semicon…