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4403 ArticlesDeepak Shenoy

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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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What to expect from the markets in 2023

Forecasting is a very difficult business, like selecting lottery tickets. 2022 saw geopolitical war, worldwide inflation, a massive hike in interest rates ...

LIC has a golden goose that gives a big profit every quarter

It’s a behemoth, this LIC. It’s bigger than all Indian mutual funds put together in assets, bigger than India's largest bank's deposits. And what it seems ...
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Wealth Letter Dec 2022: Back to All Time Highs

  What a rebound the markets have seen. The Nifty has run away considerably in the last few months, with a double digit return on a one year basis. ...
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Happy Diwali 2022! That time when we try to predict things again

A Happy and Prosperous Diwali 2022 to all of you from us at Capitalmind! Wish you all, your friends, families, colleagues and loved ones a prosperous year ...
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Macronomics: Should you lock in long term yields now?

The RBI has raised rates by 0.5%, which seems quite expected, but it is quite positive in the way things have been put by the RBI. This is quite an interesting ...
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Wealth Letter Sep 2022: India at the end-game of the world’s greatest macro-experiment

  The rough end of the markets in September means we’re doing -3% for the month on the Nifty (Capitalmind active portfolios have done marginally better, ...
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