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UPI MDR, insurance reforms and earnings growth: Where Deepak Shenoy sees investment opportunities
CNBC-TV18 1 hr ago·13 Nov 2026, 11:03 am
Merchant acceptance of UPI transaction charges, changes in insurance distribution costs and robust corporate earnings could reshape the investment landscape. Capitalmind Mutual Fund CEO Deepak Shenoy sees potential in term insurance, pharma, mid-cap banks and industrials, while remaining cautious on IT, retail and parts of the FMCG sector.
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