“Deepak Shenoy is bullish on the long-term macro outlook for India, anticipating a structural acceleration in domestic consumption and manufacturing once the country crosses the $3,000 per capita GDP threshold. He views this as a broad and durable tailwind capable of driving the next major bull market, though it is still several years away.”

Deepak Shenoy’s track record: 5 graded calls · 95% CI 4–62%