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4379 ArticlesDeepak Shenoy

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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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We accept the reality that’s presented to us

I’ve just finished watching Inventing Anna. It’s a wicked ride embellished by fancy names and false appearances. In that strange world, where people try ...
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The opportunity for India in the changing world order

War is eternally bad, no matter what the motivation. And yet, here we are, with Russia invading Ukraine and a war that threatens to become WW3. There’s a ...
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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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