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33 ArticlesDeepak’s Memos

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A Small CAD for India, Yet Again

Yet again, India’s Current Account Deficit is a mere 10 bn in the quarter (Dec 2023), less than levels more than a decade back, and less than 2017-18 ...
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Missing the night, now that everything is bright

After what seems to be a remarkable run, Deepak speaks about how you're going to need both the ups and the downs for markets to really work. Inspired by the ...
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Enter 2024: Here’s to the crazy ones

Happy 2024! 2023 has been quite sensational for returns in the Capitalmind Portfolios, and we go into this new year honouring the crazy ones. The misfits, the ...
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Wealth Letter Nov 2023: The Illusion of Risk

First, our returns. Here’s what our portfolios have done as of Oct 31: Such a stark difference from April this year, when the world markets saw jitters ...
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Happy Diwali 2023! Of Lights, Delights and Silly Predictions

A Happy and Prosperous Diwali 2023 to you from all of us at Capitalmind! Wish you all, your friends, families, colleagues and loved ones a prosperous year ...
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Capitalmind Turns 9!

We turn 9 today, and take you through a few thoughts, learnings and our little bit of advice on how to look at wealth, performance and all the crazy things ...
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Wealth Letter July 2023: It’s raining new highs

  In the Netherlands, there are two lotteries. One is the regular lottery – you get a number, and if they draw that number, you make riches. But ...
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Wealth Letter May 2023: Much more to go, much more to do

  April showed us early signs of happiness in stocks, with markets cheering  the RBI not increasing interest rates and in general better earnings. Surge ...
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Wealth Letter April 2023: The fresh air in all this despair

  The Capitalmind Wealth PMS performance as of March 2023 is here: We realise that returns are lousy in the last one year. The Nifty’s been flat and our ...
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Wealth Letter March 2023: Muddling Through Markets

  We are in a no-go zone in the market for nearly all of one year, since the Ukraine war began. The Nifty returns are just 3% to 5% which is even lesser than ...
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