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4379 ArticlesDeepak Shenoy

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Happy Diwali 2022! That time when we try to predict things again

A Happy and Prosperous Diwali 2022 to all of you from us at Capitalmind! Wish you all, your friends, families, colleagues and loved ones a prosperous year ...
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Macronomics: Should you lock in long term yields now?

The RBI has raised rates by 0.5%, which seems quite expected, but it is quite positive in the way things have been put by the RBI. This is quite an interesting ...
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Wealth Letter Sep 2022: India at the end-game of the world’s greatest macro-experiment

  The rough end of the markets in September means we’re doing -3% for the month on the Nifty (Capitalmind active portfolios have done marginally better, ...
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Why UPI should be free

Should we allow banks to charge us for UPI transactions? The answer: No, they're paid anyhow. Banks are designed to give us payment system for free because ...
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Wealth Letter Aug 2022: Change, sometimes, is invisible

  It’s been a good month in July 2022, with the markets returning about 8% at the Nifty. Our active portfolio returns have been rough in the 1 year time ...
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Our journey, as we turn eight!

When I started Capitalmind, not many people believed that people would pay to read content. Who'll pay, when everything is free? I wanted to build ...
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Not quite a Hostile Takeover: NDTV pays for sins of the past

The latest to get whacked with the lightsaber called Leverage is Prannoy Roy of NDTV. On August 23, 2022, the past came back to haunt him, in a way that seems ...
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What is Buy Now Pay Later (BNPL)?

What does Buy Now Pay Later (BNPL) really mean? Of course you can pay later, but what if you don't? Who takes the hit? The idea of consuming now, and paying ...
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Freeing the Rupee: RBI Allows Foreign Trade Settlement in INR

The internationalization of the rupee gets a major kick. We can denominate trade in Indian Rupees (INR) rather than in USD or EUR, with the RBI freeing up ...
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Following a Drunken Man: When Macros Overwhelm Markets

Here's where we explore the macro, which looks very good in India despite all these rate hikes. And how things will get worse before they get better. Why you ...
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