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22 ArticlesDeepak’s Memos

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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 ...

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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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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Wealth Letter Aug 2022: Change, sometimes, is invisible

  It’s been a good month in July 2022, with the markets returning about 8% at the Nifty. Our active portfolio returns have been rough in the 1 year time ...
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Our journey, as we turn eight!

When I started Capitalmind, not many people believed that people would pay to read content. Who'll pay, when everything is free? I wanted to build ...
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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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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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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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Wealth Letter Dec 2021: The right time to invest is when you’re sleeping

  Is it the right time to invest? We get this question all the time, but there’s no universal answer. If you have money that you must invest, you’re only ...
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Wealth Letter July 2021: Following the Disruption

India has a strange set of rules for movies. When someone is smoking on the screen, the movie must show a line that says smoking is injurious to health. ...
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