Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial

4245 ArticlesDeepak Shenoy

2 / 425

Capitalmind Wealth October 2019 Memo: What Were They Thinking?

(Edited excerpts from October 2019 memo sent to the PMS clients of Capitalmind Wealth) In 1949, Egaz Moniz won the Nobel prize for inventing the lobotomy. This ...
Copy-of-The-Opportunity-in-Intangibles.jpg

A Small Rate Cut With an Outlook That RBI Will Cut More

RBI has cut rates again by 0.25%. We now have the lowest rates since 2009 at 5.15%. Remember, repo is the rate at which banks borrow from the RBI. Reverse repo ...
Capitalmind-Post.jpg

Premium: The Beneficiaries of the Lower Tax Regime, and Who It Doesn’t Help

Last week, Nirmala Sitaraman announced a bunch of benefit that set the market on fire. Tax rate reduced to 22% + surcharge if you don't claim some exemptions ...
Tax-Cuts.jpg

Podcast: The PMC Bank Debacle (Episode-10)

  Host Shray Chandra (Director) and Deepak Shenoy (CEO) discuss in detail about the troubles at the Punjab and Maharashtra Cooperative (PMC) Bank, the ...
The-Capitalmind-Podcast-Artwork-1.jpg

The Troubles at PMC Bank, And Your Options as a Depositor

A co-operative bank by the name of Punjab and Maharashtra Cooperative Bank (PmcBank) is now in trouble. Here’s a simple look at the problem. PMC Bank ...
Failing-bank.jpg

Premium: The Fixed Income Portfolio Is Now More Aggressively Into Gilts

We've been running a fixed income portfolio, almost surreptitiously, on Capitalmind Premium. Here's the set of posts and what happened each time. In 2015, we ...
Fixed-Income.jpg

Let Us Cut Gold Imports This Way: Don’t Waste A Slowdown (Part 2)

This continues the “Don’t waste a slowdown” post where we started to say this: Look, we’re slowing down and it’s going to take ...
dont-waste-a-slowdown.jpg

Don’t Waste a Slowdown: Part 1. What’s Going On?

Things are looking strangely bad for the economy. Bad because, well, I’ll put up some data. And strangely because this isn’t really upon us ...
dont-waste-a-slowdown.jpg

Charts: Monthly Nifty Summaries and the Beating Up of the Next 50

The Nifty has been in the doldrums recently but the whole month of August wasn’t quite that bad, down about 0.9%.  For the year we are still up 1.5% but ...
charts.jpg

RBI Gives Back Over 176,000 cr. to the Government as Excess Capital

The RBI has finally decided to transfer 1.76 lakh crore from its balance sheet to the government as a dividend. We have written about this before and believe ...
RBI-Excess-Capital.jpg