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4402 ArticlesDeepak Shenoy

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What the HDFC Bank merger really means for investors

What's the post-merger scenario for HDFC Bank? In a nutshell: 1. Most of the synergies have already been established, and therefore, no major changes are ...
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RBI’s New Digital Lending Rules that allow Loss Guarantees by Startups

Fintech startups get a kinda-sorta reprieve from tough Uncle RBI, who went from "No loss guarantees, period" to "Maybe a little". But obviously, like all Harry ...
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How the Mutual Fund Total Expense Ratio (TER) works

A deep dive into the nuances of mutual fund expense ratios. We discuss the hidden costs of owning a mutual fund, explore various trends, and how costs can ...
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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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Will forcing PSUs to pay dividends make them more valuable?

Will forcing certain PSUs to pay out dividends change how shareholders perceive them? As the Gujarat government pushes a dividend policy on the companies it ...
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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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Debt Mutual Funds will be taxed unfavourably after April 2023

The finance ministry has just delivered an inswinging yorker to the debt mutual fund industry. For long term investments made starting April, one major tax ...
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What we should not learn from the SVB crisis

Silicon Valley Bank has gone under. And the government has rescued the depositors. What just happened? We take you through the journey of what the crisis was ...
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Money’s getting expensive, and fast, and what you can do about it

The debt markets are cowering in fear. Short term rates are rising very very fast. And there's no respite even for the government. Here's a quick take one the ...
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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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