Economic Times Interview: 5 Megatrends in the Surge India Portfolio

Featured on Economic Times: Star PMS fund manager Deepak Shenoy says he is investing in 5 strong megatrends in his Surge India Portfolio - manufacturing, energy independence, consumption, financialization of savings and infra growth. "It’s always difficult to find good companies, but there are enough tailwinds in a surging Indian economy to provide disproportionate growth in a few “maha” trends that we think are still very attractive," he says. Edited excerpts from a chat with Deepak Shenoy, CEO and Founder, Capitalmind...

(....rest of the article in Economic Times)