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4402 ArticlesDeepak Shenoy

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An “Experimental” Exit: IDFC Does What We Expected It To Do After an RBI Suggestion

A committee of the RBI has suggested that a bunch of changes be done to the Bank Licensing norms, which are very interesting in how they impact current banks ...

Nov 25, 2020

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A Special Situation Opportunity Only For Those That Don’t Pay Tax

In Capitalmind Premium, we run a bunch of "experimentals". These are ideas that may not apply to everyone equally, or may have a very short term focus, or have ...

Nov 24, 2020

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Goodbye LVB: Lakshmi Vilas Bank Shut Down, To Be Merged With DBS, Shareholders Wiped Out

RBI places Lakshmi Vilas Bank under a 1 month moratorium. What does this mean for account holders and share holders? After a long battle with cancer, heart ...

Nov 17, 2020

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Happy Diwali 2020! What We Predicted Last Year, and More For This Year

All of us at Capitalmind wish you a Very Happy and Joyous Diwali 2020. Hope the next year will be filled with joy and wealth, even if it’s not in that ...

Nov 14, 2020

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Is the Nippon CPSE Bond Plus SDL ETF 2024 Worth It?

There's a New Fund Offer (NFO) of a Bond ETF in town. And it's going to do the "safe" thing. The Nippon India CPSE Bond Plus SDL Sep 2024 ETF will: invest ...

Nov 08, 2020

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Is There an “Ex Gratia” Amount of Money Paid to Your Account? Here’s Why.

Are you surprised to see money in your bank account? Or that your loan account has a lower “outstanding” amount suddenly? This is where ...

Nov 03, 2020

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That Shady Mutual Fund Inter-Scheme Transfer Gets Whacked By SEBI

SEBI has in a circular told mutual funds about how they can no longer do “Inter-scheme” transfers of bonds. An inter-scheme transfer is when they ...

Oct 15, 2020

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What Does “Delisting” Mean?

Deepak was interviewed on CNBC about how investors can look at delistings. Key questions discussed: Is delisting a bad thing? How does the process ...

Oct 14, 2020

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An Opportunity in the Boring Old IDFC

When stocks keep going up 5% a day, it’s very boring to think of a stock that might give you like more than 20% in 6 months. Which is why we’ll ...

Oct 08, 2020

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No interest on interest: What is it going to cost the government?

We’ll take the hit, says the government, on the “interest on interest” waiver. After providing a moratorium on payments of loans, it soon ...

Oct 05, 2020

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