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

4402 ArticlesDeepak Shenoy

19 / 441

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

Podcast: Momentum- The Anomaly that Persists (Episode-6)

  Host Deepak Shenoy (CEO) interviewing Prashanth Krishna (Trading, Momentum Portfolio) on the Momentum Strategy and why it’s the anomaly that persists. ...
The-Capitalmind-Podcast-Artwork-1.jpg

Untrustworthy Charts: Should You Panic If The Yield Curve Inverts?

The news is that oh my goodness a recession is coming in the US because of the yield curve inversion. There’s 2 year bonds, and there’s 10 year ...
charts.jpg

Premium: Capitalmind Large Cap Portfolio Gets A Major Makeover

The Capitalmind Large Cap portfolio has been in horrible shape in the last one year. There are no excuses for it, we’ve had lousy performance in that ...
Premim-Portfolio.png

Charts: Are Foreign Investors Taking Out Money?

The talk has been so: Oh they raised taxes And this hits Foreign Portfolio Investors (FPIs) Who have therefore sold their ass off and markets have crashed. It ...
charts.jpg

Zee Promoters Will Sell 11% for 4,224 cr. But Will This Help?

The Zee-Saga is getting hotter. Remember that the Zee promoters had gotten hurt by having pledged too many of their shares for other things (Essel Infra and ...
Zee-relief.jpg

The Interest Rate Future: How To Trade Views on Bond Yields (Bond Series, Part 2)

Here's our second post on how to make money from fixed income instruments. In this post, we talk about interest rate futures and how you can use them to ride ...
IRF.jpg

Why Buybacks Are Still Going To Be Attractive

Budget 2019 introduced a change in the rules for buybacks. Any buyback of shares of a company gets taxed at 20% if it’s done after the budget date, i.e. ...
buybacks.jpg

Macronomics: Are Interest Rates Really Falling? Why?

Deepak Shenoy explains why interest rates are falling in India and what it portends for the ...
falling-rates.jpg