Deepak Shenoy

Bangalore

Founder and CEO at capitalmind.in

Founder,CEO, @capitalmind_in SEBI Registered PMS: https://t.co/nGD8QS7Dkh Read: Money Wise https://t.co/JVSZENRUbj

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Articles

Why Is It Taxing?

Jul 26, 2024 | openthemagazine.com | Deepak Shenoy

THE INDIAN economy is experiencing a significant upswing, buoyed by robust macroeconomic fundamentals and corporate tax cuts that have enabled corporations to pare down debt and enhance earnings. Real GDP for financial year 2023-24 is estimated at 8.2 per cent, compared to 7 per cent the previous year.
Why Is It Taxing?

Jul 26, 2024 | t.ly | Deepak Shenoy

THE INDIAN economy is experiencing a significant upswing, buoyed by robust macroeconomic fundamentals and corporate tax cuts that have enabled corporations to pare down debt and enhance earnings. Real GDP for financial year 2023-24 is estimated at 8.2 per cent, compared to 7 per cent the previous year.
Missing the night, now that everything is bright - Capitalmind

Feb 7, 2024 | capitalmind.in | Deepak Shenoy

It’s been a fun ride, this far, and here are our returns at the end of January:We have a wider section on valuations, market thoughts and how we think about where we stand today, in the Townhall on Feb 10. Please do attend!And because we have so much to say then, we won’t say THAT much right now. I want to highlight something, as I realize people wonder how bullish this territory is. There will be many people who haven’t seen too much of a bear market.
Enter 2024: Here's to the crazy ones - Capitalmind

Jan 11, 2024 | capitalmind.in | Deepak Shenoy

Firstly, our best wishes to you all for a Happy and Prosperous 2024! It’s a new year, and like all years, it’s a new beginning. 2023 has been quite sensational for returns in the Capitalmind Portfolios, as evidenced by the bars in this chart. Surge India and Momentum both did 40%+ in the year, eclipsing the Nifty’s impressive 21% gain:But enough about performance. Our goal is to ensure you’re getting to where you must be, longer term, and the longer term is where the performance matters.
No more evergreening through AIFs, says RBI to NBFCs - Capitalmind

Dec 19, 2023 | capitalmind.in | Deepak Shenoy

RBI has a new rule: NBFCs cannot use AIFs to evergreen loans. Let me explain. This is going to take some time. NBFCs have seen increased regulation over time, mostly because they tried silly stunts. So RBI forces them to recognize bad loans after 90 days of non payment etc. NBFCs don’t like this because it looks bad and needs higher provisioning etc. For the uninitiated, NBFCs are Non-Banking Financial Companies which can lend you money, but don’t have the word “Bank” in their name.
It isn't just about yesterday. - Capitalmind

Dec 18, 2023 | capitalmind.in | Deepak Shenoy

Let’s say a man, call him Ajay, has a heart attack while exercising in the gym. He was doing a deadlift with 60 kgs. 25 kgs as weights and 10 on the bar. This was after he’d finished a small 5 km run, did a round of stretches, some pushups, barbell presses, three sets of single arm rowing with weights, and 20 burpees. Ajay had of course been doing this a while; it wasn’t his first time in the gym. He ran often, cycled once in a while and when the weather permitted, swam in the building pool.
Why the central bank has increased risk weight for unsecured loans

Nov 21, 2023 | livemint.com | Deepak Shenoy

Spooked by the strong growth in unsecured loans to consumers, the Reserve Bank of India (RBI) has increased the cost of funds for banks and non-bank financial companies (NBFCs), by increasing the risk weight of such loans. Currently at 100% risk weight, loans to consumers will see an increase to 125%, excluding loans for housing, education, vehicles and against gold.
Happy Diwali 2023! Of Lights, Delights and Silly Predictions - Capitalmind

Nov 14, 2023 | capitalmind.in | Deepak Shenoy

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 ahead. Diwali is really about the triumph of good over evil, I used to think. But then, what is evil and what is good seems to be a grey area. Ravana was a revered scholar, and is still highly respected. He did bad things, but he wasn’t entirely evil. That someone burnt an entire city wasn’t exactly good, even if was done by the “good” side.
India joins Global Bond Indexes: What it means and What it doesn’t

Sep 29, 2023 | flipboard.com | Deepak Shenoy

Air India15 hours agoAir India completes acquisition of its first A350 aircraft through GIFT CityMoneycontrol - PTI • 15hThis is also the first wide body aircraft to be leased through the GIFT City, the country's first International Financial Services Centre (IFSC).
India joins Global Bond Indexes: What it means and What it doesn't - Capitalmind

Sep 28, 2023 | capitalmind.in | Deepak Shenoy

Indian bonds will be added to global bond indexes from 2024, says JP Morgan. An index they build, called the GBI-EM Global Diversified Index, will add India’s government bonds to their composition. The weight will reach 10% eventually, starting June 28, 2024 with 1% weight and increasing by 1% every month. The JP Morgan note (no public link) says that this index has around $213 billion linked to it.