SENSEX
NIFTY
GOLD
USD/INR

Weather

image 10    C

Markets News

The Economic Times News

Markets / The Economic Times

details

Why Deepak Shenoy remains cautious on tobacco, QSR valuations

Deepak Shenoy of Capitalmind MF outlines investment strategies amidst market shifts, advocating for conglomerate demergers and diversification for tobacco firms. He notes QSR valuations are stretched but sees potential in electronics manufacturing and power distribution, with PSU banks expected to lead financials and autos benefiting from policy support.

3 Jan 2026 12:43 pm