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Why Deepak Shenoy would avoid Vi FPO but invest in these 3 themes instead
Deepak Shenoy's Capital Mind ventures into various sectors with a focus on power transformers, hospitality, and financial investments. Uncertainty surrounds the FOMO crowd's return, Vodafone FPO, and the evolution of the diagnostics space. Sheoy also days: "On the pricing power front, travel and hospitality has really increased in the last year or so. So, something could have fundamentally changed there."