42 results for “China”
[Podcast] A Structured Approach to Cash Calls
18 Oct 2024Blog
10-Dec: FPIs Sell Hard, Sector Rotation in 2023, Godfrey Phillips is Outlier & More
Quick glance 🔆 Market Overview: Crisp overview of markets & macros 🔆 Off the Charts: FPI sell hard in 2022, but we still hit ATH 🔆 Good Reads: 5 good reads from across the globe 🔆 Outlier Stock: Godfrey Phillips Breaking Out 🔆 Capitalmind on YouTube: Investing at market highs, sector rotation in 2023 & More
10 Dec 2022General[29 Oct 22] Newsletter: 30% OFF Diwali deal, Venus Pipes is Outlier, 5 Good Reads & More
🔆 Quick glance What's up with markets: Crisp overview of markets & macros What we are reading: 5 good reads from across the globe What's that outlier: A note on Venus Pipes What's on YouTube: Jio Financials, Mid-size banks & More
29 Oct 2022General[21 Oct 22] Newsletter: 30% OFF Diwali deal, TCI is Outlier, 5 Good Reads & More
Quick glance 🔆 What's up with markets: Crisp overview of markets & macros 🔆 What we are reading: 5 good reads from across the globe 🔆 What's that outlier: A note on Transport Corporation of India 🔆 What's on YouTube: Booming bank credit, Bajaj Finance & More
22 Oct 2022General
Podcast: Turbulent times - RBI thrives, Fed fumbles
. Markets are slaves of earnings and liquidity. Liquidity has taken prominence after the coronavirus outbreak. At first, central banks across the world increased liquidity by cutting rates and helping their populace to live through the pandemic. Then the after effects of increasing liquidity hit - increased inflation. Now, the same banks are sucking out liquidity by increasing interest rates to counter inflation. The looming after effect of increasing rates is the "r" word that is too pious to speak loudly. In this podcast, Deepak & Shray discuss the two central banks that impact us the most - RBI and FED (Federal Reserve System, USA). What makes this podcast interesting is that we are looking at everything from the lens of who does better - FED or RBI? .
23 Aug 2022General
[Podcast] CBDC - Can RBI make a big leap into the future with digital currencies?
There is a lot to unpack about this new digital currency RBI is talking about. Deepak and Shray build up this discussion by pondering over successive questions. Deepak takes us through how cryptocurrencies currently work. This sets up a context to the current ways of handling digital currencies and we move on to discuss the RBI-backed digital currency framework - Central Bank Digital Currency (CBDC). Key Points ▪️ How CBDCs are not cryptocurrencies? And how are they different? ▪️ Is CBDCs actually required or is it a response to the popularity of cryptocurrency? So basically, why now? ▪️ Is the CBDC likely to be anonymous like cryptocurrencies? ▪️ Can CBDCs be an alternative to the SWIFT system given how ▪️ Russia has been isolated by the world right now? Impact of CBDC on Monetary and Fiscal policies?
16 Mar 2022Opinion
Lessons from 2021, the year irrationality went viral
4 Jan 2022Opinion
China stalls, Rolex rolls and a special offer for you!
Nihit Kshatriya31 Jul 2021General
China cracks down on tech companies. Will India benefit?
China just cracked down heavily on its homegrown technology companies. It started with the Ant Financial IPO in November 2020; one of China's biggest tech companies supposed to go public in Shanghai and Hong Kong, fetching $37 billion. The IPO was canceled abruptly by regulators. Does the ongoing turmoil Chinese tech stocks have an implication on Indian markets?
Deepak Shenoy30 Jul 2021Opinion
Podcast #30: The Big Hairy Audacious Reliance
5 Aug 2020General
Podcast #29: Discussing credit scores, trust, valuing your time and habits of the wealthy with Kunal Shah
"How will we become wealthy if we hate everyone who becomes wealthy?". "All the entrepreneurs who are somewhat successful are because of their thick skin" "The largest employer of this country is inefficiency” Some amazing insights in the 29th edition of the Capitalmind Podcast, where Deepak Shenoy of Capitalmind and Kunal Shah of CRED analyze the affluent - their spending patterns, usage of credit, and the behaviour of successful people.
7 Jul 2020GeneralPodcast #28: Why credit rating agencies are irrelevant and deserve a downgrade
9 Jun 2020Fixed Income
Podcast #26: Who moved my market? A deeper look at FIIs.
17 Apr 2020General
Podcast #25: How do you invest through a panic?
15 Mar 2020Foundations
Podcast #24: How big is LIC anyway?
27 Feb 2020General
Bond Baba #5: Sovereign Gold Bond Scheme [Video]
31 Dec 2019Foundations
Podcast: Should You Buy A House? (Ep-13)
29 Oct 2019GeneralPodcast: Will Corporate Tax Cuts Fix India's Bruised Economy? (Ep-11)
1 Oct 2019EconomyPodcast: How Slow Is The Indian Economy? (Episode-8)
9 Sept 2019EconomyPodcast: The Investor Wants to Know (Episode-7)
3 Sept 2019GeneralPodcast: The Stubborn Cost of Capital in India (Episode 3)
8 Mar 2019Economy
A China PSU About To Default?
Deepak Shenoy22 Sept 2015GeneralChina: Gotta Buy Those Shares, You Insiders!
Deepak Shenoy10 Jul 2015GeneralChina Has Gone Nuts Defending Its Stock Market
Deepak Shenoy6 Jul 2015GeneralChina Produces More Cement Than…The Rest of the World, Added Up.
Deepak Shenoy15 Jun 2014GeneralVideo: Buckner Says Hyperinflation Could Come Soon in the US
19 Oct 2013FoundationsThere’s a Big Cash Economy in …. China.
Deepak Shenoy14 May 2013GeneralChanos on NDTV: China's Going Down
26 Jul 2011FoundationsChina's Debt Is A Problem: Satyajit Das
Deepak Shenoy8 Jul 2011CommentaryVideo: China's Ghost Cities and Malls
30 Mar 2011CommentaryChina Beats The Next 10 In Steel, Added Up!
Deepak Shenoy16 Feb 2011GeneralJim Chanos on China
Deepak Shenoy23 Feb 2010CommentaryReadings: Goldman/AIG, Obama's Sellout, Dubai and China
Deepak Shenoy12 Dec 2009CommentaryLinkfest: Outrage, China, Mutual funds off Trading Terminals
Deepak Shenoy17 Nov 2009CommentaryStratfor: China's Real Estate Bubble
Deepak Shenoy1 Nov 2009GeneralNYT on the China-U.S. relationship
Deepak Shenoy17 May 2009CommentaryChina Pushes Out the Dollar, Asks for Yuan
Deepak Shenoy11 May 2009CommentaryChina: Loans diverted to stocks, but not real estate
Deepak Shenoy17 Feb 2009CommentaryMoral Hazard: China to look the other way on Bad Loans
Deepak Shenoy12 Jan 2009OpinionChina cuts rates again
Deepak Shenoy22 Dec 2008CommentaryIndian Inflation Down to 8%; China Losing Steam
Deepak Shenoy11 Dec 2008CommentaryChina says ok to short selling
Deepak Shenoy27 Sept 2008Commentary