Capital Mind's Deepak Shenoy believes that Narayana Healthcare should be valued at a much higher price when the Cayman Islands capex comes through and as expansion within India takes place. He stated that the cost differences between Cayman Islands and the US can lead to low-cost medical tourism which in turn will give Narayana Healthcare higher valuations.Furthermore, Shenoy owns stocks in Kotak Mahindra Bank and believes that the decision on selecting a new CEO could come from either internal or external candidates, and regardless of whoever is chosen, the bank itself will continue to thrive.