ETMarkets.com”We are paying relatively higher prices for auto stocks, but I am still excited about a few players. We are also into auto ancillaries.” Deepak Shenoy, Founder, Capital Mind, says “we are paying relatively higher prices for auto stocks, but I am still excited about a few players. We are also into auto ancillaries. We believe that as this growth comes in, some of the growth numbers will match their relatively smaller margins in comparison.” Shenoy also says that they have no pharma companies. Maybe, a momentum which is a quantitatively driven, price driven strategy will make them consider pharma again, but the fundamental portfolios do not have these stocks. He also says that he may get into chemical stocks at a later stage. We have been discussing the boom in the auto pack for a while now. Would you still say there is value on the table and there are still names one can maybe add positions to or even buy afresh? Deepak Shenoy: Honestly, we have a position in ...