Deepak Shenoy is not booking profits, rather investing a lot more. Here’s why

Capital Mind's Deepak Shenoy says now is a good time to invest in stocks despite some unexpected bad numbers from some companies. He sees significant growth in sectors such as chemicals, railways, defence and infrastructure, and despite scepticism about a rally in midcap and smallcap pricing, he is investing more. He sees Reliance Industries as a sum of the parts valuation.

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