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4392 ArticlesDeepak Shenoy

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Wealth Letter May 2023: Much more to go, much more to do

  April showed us early signs of happiness in stocks, with markets cheering  the RBI not increasing interest rates and in general better earnings. Surge ...
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Will forcing PSUs to pay dividends make them more valuable?

Will forcing certain PSUs to pay out dividends change how shareholders perceive them? As the Gujarat government pushes a dividend policy on the companies it ...
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Wealth Letter April 2023: The fresh air in all this despair

  The Capitalmind Wealth PMS performance as of March 2023 is here: We realise that returns are lousy in the last one year. The Nifty’s been flat and our ...
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Debt Mutual Funds will be taxed unfavourably after April 2023

The finance ministry has just delivered an inswinging yorker to the debt mutual fund industry. For long term investments made starting April, one major tax ...
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What we should not learn from the SVB crisis

Silicon Valley Bank has gone under. And the government has rescued the depositors. What just happened? We take you through the journey of what the crisis was ...
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Money’s getting expensive, and fast, and what you can do about it

The debt markets are cowering in fear. Short term rates are rising very very fast. And there's no respite even for the government. Here's a quick take one the ...
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Wealth Letter March 2023: Muddling Through Markets

  We are in a no-go zone in the market for nearly all of one year, since the Ukraine war began. The Nifty returns are just 3% to 5% which is even lesser than ...
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Discovering companies at the TNIA 20:20 Ideas Summit

Stories about stocks are always interesting. In a recent conference in Chennai, 20 stocks were presented, and we run you through what we thought of the lot. ...
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Wealth Letter Feb 2023: The markets that need a spark

  Firstly, thanks for visiting the town hall in January! We really appreciate your feedback and presence, and look forward to a better 2023.  Our performance ...
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Budget 2023: The Changes that Matter, from Insurance to Taxes and MLDs

What's changed in Budget 2023? A lot, it turns out, if you're among the rich. Insurance is now taxed, MLDs even more so. Travel abroad is now more painful. But ...
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