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4372 ArticlesDeepak Shenoy

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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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Wealth Letter May 2022: Roadblocks on the journey

This is an excerpt from the May 2022 letter to Capitalmind PMS ...
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Buffett: The best way to beat inflation is to be exceptionally good at something

Warren Buffett says this: Be exceptionally good at something. This is actually very deep. You will make a lot of your initial money - money that is required to ...
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What RBI’s Sudden Rate Hike Means for You

The RBI has suddenly increased interest rates by 0.40% (40 basis points or bps) for the first raising cycle in four years. There's a huge impact on debt mutual ...
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The High-Priced Portfolio Update for 2022

What if you just bought the highest priced stocks? We ran this concept as a portfolio since 2017, and the results have been interesting. After four years of ...
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A strange Rate Hike and a messy inflation print present a weak macro for India

Did RBI increase rates? What did RBI say that spooked the bond market? What's inflation looking like? We take a look at the macro, with charts and data that ...
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What the HDFC Bank merger really means for investors

Why bother merging? HDFC and HDFC Bank, the two giants of the Indian financial industry, are fusing into one. Summary: Forms the biggest private bank in ...
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How I use glide path investing in planning for my child’s education

Think of a financial planning glide path as the google map of your journey to your financial goal. I'm halfway on a financial journey to pay for my child's ...
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