Deepak Shenoy on likely correction in gold, big themes of 2026 and shifting retail investor behavior
The founder and CEO of Capitalmind, Deepak Shenoy, believes that every fall in the market is an opportunity to buy. However, he remains wary of the highly overvalued FMCG companies. Shenoy believes that a company should grow at 20% on average to command good valuations. Meanwhile, he remains bullish on AI, semiconductor and defense themes…