Unpacking Surge India: Investment Themes with Deepak Shenoy

India is Surging! Understand why, how and what makes India so attractive and how Capitalmind's PMS invests with the Surge India PMS strategy. Learn how themes specific to India can lead to disproportionate gains in the businesses within, and why they make for good long term investments. Deepak Shenoy, CEO at Capitalmind, covers the core themes:
- Import substitution
- Energy independence
- Increasing domestic consumption
- Scaling logistics and infrastructure
- Rapid financialization
and how it builds solid investment opportunities.
Capitalmind manages Rs. 2000+ cr. as a SEBI-registered PMS. Surge India is at 600+ cr., investing in Large, mid, and small caps (a flexicap strategy) with a strong focus on the themes discussed in the video.
More about Surge India: cm.social/surg...
Schedule a call with us : cm.social/pms-...
Deepak’s Twitter: @deepakshenoy
Capitalmind Twitter: @capitalmind_in
Deepak's book, Money Wise: amzn.to/3CgkGea