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.
The Indian MF industry is one of the most competitive with 43 players and more looking to enter the space which manages Rs 54.45 trillion worth of assets