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4370 ArticlesDeepak Shenoy

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Jan 2022: The game of luck is also a game of skill

This is an excerpt from the Jan 2022 letter to Capitalmind PMS ...
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CM Fixed Income Portfolio: Reducing Gilt Mutual Funds to add a Floater

Gilt funds suffer as yields move upwards on the back of higher expected inflation, rising crude prices and international bond movements. What we will do in the ...
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Experimental: The TCS Buyback Opportunity

We have another experimental trade for the TCS Buyback. Experimentals are trades we do once-in-a-while, where an opportunity arises for the short term. The ...
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Where to invest in 2022: Challenges and Opportunities

After a violent 2021, what's going to happen in the next year? What are the various things that are likely happen? And what should our response be to them? We ...
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How a Zero Cost EMI Actually Costs 9%

You've heard of the zero-cost EMI, no? You have to buy something, and instead of paying for it now, you just pay for it over 6 months. That's awesome, correct? ...
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The five most commonly held Investing Myths

Investing is an interesting field. Not only because you make money out of it, and that money can do great things, from buying big shiny objects to letting you ...
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Buying Government Bonds Directly From RBI: The RBI Retail Gilt Platform

How can you buy government bonds? Why should you buy them? Do you bond with the government? So many questions, so little time. So we'll try and answer all but ...
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Macronomics: Are FIIs really selling? Oh, and India’s a net exporter now

Are Foreign Investors really selling? Is the Indian Rupee getting stronger? And India turns net exporter! Here's a look at the Indian macro ...
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Book Launch: Money Wise – Timeless Lessons on Building Wealth

My first book is out! Money Wise is where I write about building wealth in the long term. It will help you think about how to make money, save money, invest ...
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The Best Nifty Index Fund in 2021

The largest mutual fund in India is the SBI Nifty Index Fund (ETF). This fund has 119,000 cr. in AUM. The next largest fund is the SBI Sensex fund (ETF) with ...
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