What are the 5 megatrends Deepak Shenoy is investing in?

Deepak Shenoy is focusing on five key megatrends: manufacturing, energy independence, consumption, financialization of savings, and infra growth. These sectors are seen as having significant tailwinds in the surging Indian economy, offering potential for disproportionate growth in the 'maha' trends he identifies.

Why are these megatrends considered attractive for investment?

The Indian economy's growth is creating favorable conditions for these sectors. Shenoy notes that while finding good companies is always challenging, the current environment provides ample opportunities for high returns in these specific trends, which he believes are still very attractive.

How does the Surge India Portfolio leverage these trends?

The Surge India Portfolio targets companies within these megatrends, aiming to capitalize on the economic tailwinds. Shenoy emphasizes that the portfolio is structured to benefit from the disproportionate growth expected in these 'maha' trends, which are central to his investment strategy.

Economic Times Interview: 5 Megatrends in the Surge India Portfolio

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.

26 Jun 2024CM Team1 min read

Quick Facts

What are the 5 megatrends Deepak Shenoy is investing in?: Deepak Shenoy is focusing on five key megatrends: manufacturing, energy independence, consumption, financialization of savings, and infra growth. These sectors are seen as having significant tailwinds in the surging Indian economy, offering potential for disproportionate growth in the 'maha' trends he identifies.
Why are these megatrends considered attractive for investment?: The Indian economy's growth is creating favorable conditions for these sectors. Shenoy notes that while finding good companies is always challenging, the current environment provides ample opportunities for high returns in these specific trends, which he believes are still very attractive.
How does the Surge India Portfolio leverage these trends?: The Surge India Portfolio targets companies within these megatrends, aiming to capitalize on the economic tailwinds. Shenoy emphasizes that the portfolio is structured to benefit from the disproportionate growth expected in these 'maha' trends, which are central to his investment strategy.

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)