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4402 ArticlesDeepak Shenoy

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The Berkshire Pilgrimage: Notes from The Buffett and Charlie AGM in Omaha

The Berkshire Hathway annual shareholder's meet in Omaha, Nebraska is almost a rite of passage for fund managers across the globe. This year, Capitalmind's ...
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Debt Airways. But The Shares Trade Like There Is A Tomorrow.

Jet Airways is now slowly going into conversations as past tense. Meaning, what a wonderful airline it used to be. Because it isn’t there anymore, and in ...
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Macronomics: High Capacity Utilization = A New Capex Cycle?

In Macronomics today, we will check something that came from the RBI recently – a Capacity Utilization Survey. This indicates how much of available ...
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Charts: Core Inflation Moves Down Again, Interest Rates Remain High In Comparison

As inflation data comes in, the only thing to ask is: is it going up. There are two elements to inflation – the stuff that includes food and fuel (the ...
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The FMP Saga: What’s with Fixed Maturity Plans (FMP) Losing Money?

(Warning: Long post.) News floods the investment landscape about something strange in the land of debt funds. It turns out that: a) Kotak Mutual Fund has an ...
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Yet Another Rate Cut: RBI Cuts to Lowest Rate Since 2010, But Confuses By Its “Stance”

RBI cuts the repo rate today by 0.25% to 6%, the lowest it has been since 2010 (it was at 6% in 2017 too, for a while). This isn’t the lowest though ...
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Tata Steel Quietly Takes 92% in the Erstwhile Bhushan Steel Through Convertible Shares

Last year, we wrote about the Bhushan Steel Bankruptcy (read post: The Bhushan Steel Bankruptcy Saga) The resolution gave the company to Tata Steel, which ...
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Podcast: The State of Financial Advice in India (Episode 4)

  It’s the Quarter End – a barrage of requests from bankers, investment advisors, distributors about new investments or topping up old ones. ...
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Charts: Nifty and Next 50 Monthly Returns Show a Whopper Return in March

The Nifty’s ended the financial year well, with a 7% gain and a solid move on the index. We usually post this as a chart regularly and have missed out on ...
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You Can Harvest Losses to Save Some Capital Gains Taxes, Last Day Today

We wrote about loss harvesting in our premium post by Bond Baba: Harvest those Losses! The essence is this: You may have booked capital gains taxes in your ...
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