Very positive on overall India story, not so much on the export and FMCG story: Deepak Shenoy
Deepak Shenoy remains optimistic on India's 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.
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