Every analyst call
Every public market call we’ve tracked, newest first. Filter by instrument, direction, grading status, analyst, firm, or sector — every combination is a shareable link.
Sentiment · Capitalmind Mutual Fund
Analysts are split
11 analyst stances matching these filters · one per analyst
Trackable
5 · 2 bull / 1 neutral / 2 bear
Long-Horizon
none in window
Commentary
6 · 3 bull / 2 neutral / 1 bear
Bullish 45.5% (5)Neutral 27.3% (3)Bearish 27.3% (3)
Date range
| Call | Analyst | Instrument | Verdict | Actions |
|---|---|---|---|---|
| “Bullish on Pharma; net exporters benefit from rupee depreciation, and earnings remain resilient regardless of the global…” | Deepak ShenoyCapitalmind Mutual Fund | USD/INR | NOT GRADED | |
| “Deepak Shenoy holds a bearish view on the Indian Rupee and projects a widening Current Account Deficit (CAD) for FY26. H…” | Deepak ShenoyCapitalmind Mutual Fund | Gold | NOT GRADED | |
| “For the upcoming earnings season, Shenoy anticipates a mixed bag, expecting some manufacturing and auto companies to rep…” | Deepak ShenoyCapitalmind Mutual Fund | ITC | NOT GRADED | |
| “Deepak Shenoy sees selective opportunity in private sector financials, specifically private banks and mid-level NBFCs wi…” | Deepak ShenoyCapitalmind Mutual Fund | Bank Nifty | NOT GRADED | |
| “Deepak Shenoy warns that most retail stocks remain overvalued and too expensive, even after significant corrections of 4…” | Deepak ShenoyCapitalmind Mutual Fund | Trent | MISS | |
| “Deepak Shenoy advises caution against a broad market re-entry, stating that bounces fueled by geopolitical ceasefire rum…” | Deepak ShenoyCapitalmind Mutual Fund | Nifty 50 | NOT GRADED | |
| “Deepak Shenoy holds a nuanced view on the IT sector, believing Indian IT companies will be long-term net beneficiaries o…” | Deepak ShenoyCapitalmind Mutual Fund | Nifty IT | NOT GRADED | |
| “Deepak Shenoy is bullish on the long-term macro outlook for India, anticipating a structural acceleration in domestic co…” | Deepak ShenoyCapitalmind Mutual Fund | Nifty 50 | PENDING | |
| “Deepak Shenoy believes the current market sell-off, with the Nifty 500 down 10%, is a temporary panic driven by geopolit…” | Deepak ShenoyCapitalmind Mutual Fund | Nifty 50 | NOT GRADED | |
| “Deepak Shenoy identifies semiconductors, high-tech manufacturing, and electrical transmission as compelling five-year st…” | Deepak ShenoyCapitalmind Mutual Fund | Nifty PSU Bank | NOT GRADED | |
| “Deepak Shenoy is bullish on Public Sector Banks (PSU banks), anticipating a significant rerating from current 1x book va…” | Deepak ShenoyCapitalmind Mutual Fund | Nifty PSU Bank | NOT GRADED | |
| “Deepak Shenoy also sees scope for good returns ahead in mid-level and larger private sector banks. This positive outlook…” | Deepak ShenoyCapitalmind Mutual Fund | Nifty Private Bank | PENDING | |
| “Mid- and small-cap companies are becoming attractive, trading at more reasonable valuations despite 25-30% growth, espec…” | Deepak ShenoyCapitalmind Mutual Fund | Nifty Midcap 50 | PENDING | |
| “Dominant FMCG incumbents face pressure from rising competition from digital-first and regional brands, which are eroding…” | Deepak ShenoyCapitalmind Mutual Fund | Nifty FMCG | MISS | |
| “Indian equities are not broadly cheap, and investors should avoid aggressive index-level exposure, focusing instead on s…” | Deepak ShenoyCapitalmind Mutual Fund | Nifty 50 | NOT GRADED | |
| “PSU banks have reasonable price-to-book valuations around 1x, with expected profitability strengthening from normalising…” | Deepak ShenoyCapitalmind Mutual Fund | Nifty PSU Bank | NOT GRADED | |
| “Deepak Shenoy of Capitalmind Mutual Fund is bullish on Indian markets, anticipating a positive move driven by earnings g…” | Deepak ShenoyCapitalmind Mutual Fund | Gold | PENDING |