Should investors adopt a long-term horizon for equities?

Yes, investors should adopt a long-term horizon to ensure short-term fluctuations amid high valuations do not derail wealth generation, as advised by Deepak Shenoy. This approach helps mitigate risks associated with market volatility while focusing on long-term growth potential.

Which domestic sectors are poised for long-term growth?

The article highlights manufacturing, defence, railways, domestic consumption, and infrastructure as domestic-focused sectors ready for long-term growth. These sectors are positioned to benefit from India's economic expansion and policy-driven developments.

Business Standard: Deepak Shenoy Believes Largecaps to be Reasonably Valued

Deepak Shenoy, CEO and Founder of Capitalmind, highlights the importance of entering equity markets with a long-term investment perspective, especially in the face of short-term fluctuations driven by high valuations. In a recent interview, Shenoy pointed to domestic-focused sectors such as manufacturing, defence, railways, infrastructure, and domestic consumption as key areas poised for sustained growth. Investors, Shenoy advises, should focus on the long-term potential of these sectors to generate wealth over time, even as markets experience volatility.

17 Sept 2024CM Team1 min read

Quick Facts

Should investors adopt a long-term horizon for equities?: Yes, investors should adopt a long-term horizon to ensure short-term fluctuations amid high valuations do not derail wealth generation, as advised by Deepak Shenoy. This approach helps mitigate risks associated with market volatility while focusing on long-term growth potential.
Which domestic sectors are poised for long-term growth?: The article highlights manufacturing, defence, railways, domestic consumption, and infrastructure as domestic-focused sectors ready for long-term growth. These sectors are positioned to benefit from India's economic expansion and policy-driven developments.

Business Standard: Investors entering equities should come in with a long-term horizon to ensure short-term fluctuations amid high valuations do not derail the wealth generation, says Deepak Shenoy, chief executive officer and founder of Capitalmind. In an interview with Abhishek Kumar, Shenoy discusses how domestic-focused sectors like manufacturing, defence, railways, domestic consumption, and infrastructure are ready for long-term growth.

(Read More at Business Standard)