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4402 ArticlesDeepak Shenoy

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Macronomics: The RBI Swap Explained: Of Liquidity and a Much Cheaper Dollar Hedge

Here’s a quick explanation of the RBI Swap that has recently been announced. First, the background. Things have been a little crazy on the credit growth ...
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Mantri Developers Allegedly Defaults on “Assured” Returns To Customers On Webcity Project

Sometimes, things are too good to be true. In 2015, we said “Be Sceptical: Mantri Developers offers 100% Assured Returns in 3 Years“. And then in ...
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Abeyaar: Amortization in Debt Funds

A recent change in SEBI rules will hit the debt fund market soon. The rule says just one thing: That funds will have reduce amortization on bonds to only those ...
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Podcast: The Stubborn Cost of Capital in India (Episode 3)

  The startup crowd, from Flipkart to Swiggy to Paytm, are all owned by funds from China, Japan or the US. And now, other large companies too are seeing ...
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Odisha Cement Says a Broker Stole 344 cr. Mutual Fund Units. Or Is There More To This Story?

An article published on March 5th, 2019 on our website capitalmind.in cast aspersions on Mr. Jayesh Nagindas Doshi by incorrectly reporting that his other ...

Premium: The Rise of Index Funds in India, And How You Can Take Advantage Of It

Index funds only invest in companies that constitute an index. This can be a good thing, because as the value of the index rises, so does the index fund NAV. ...
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Podcast Episode 2: Are Index Funds Outperforming Actively Managed Funds?

  We had a good response to our first episode: (Episode 1: On Debt Funds Losing Money). Today we bring you Episode 2. It’s about a topic ...
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NSE Cracks Down on Financing Schemes Used By Deep In The Money Option Players

A new circular from NSE changes the financing game for people who’ve been using the options market for financing deals. The NSE will require cash to be ...
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We Add a Telecom Stock to our Long Term Multicap Portfolio

We tend to see markets overvalue and undervalue companies all the time. The crowd is not wrong other than at extremes. This applies both to the higher extreme ...
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Introducing The Capitalmind Podcast: On Debt Mutual Funds Taking Losses and What You Can Do About It

  Here’s introducing the Capitalmind Podcast: Of strange things in the financial markets, with Deepak Shenoy and Shray Chandra. Click play below: ...
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