60 results for “Deepak Shenoy”

Business Standard: Deepak Shenoy Believes Largecaps to be Reasonably Valued

Deepak Shenoy, CEO and Founder of Capitalmind, highlights the importance of entering equity markets with a long-term investment perspective, especially in the face of short-term fluctuations driven by high valuations. In a recent interview, Shenoy pointed to domestic-focused sectors such as manufacturing, defence, railways, infrastructure, and domestic consumption as key areas poised for sustained growth. Investors, Shenoy advises, should focus on the long-term potential of these sectors to generate wealth over time, even as markets experience volatility.

Moneycontrol: Cash Is the Bigger Risk as Equities Continue to Rise

As market valuations reach new highs, Deepak Shenoy, Founder and CEO of Capitalmind, believes that sitting on cash poses a greater risk than staying invested. In a recent interview, Shenoy expressed confidence in the current market, stating, "If the consensus is that the market is going to fall, it doesn't look like it's going to." While acknowledging the possibility of a future bear market, Shenoy emphasizes the need to respond rather than predict, citing his investment strategies and sectoral preferences.

Livemint: Deepak's comments on Long Term returns of Equity and Gold

Capitalmind CEO Deepak Shenoy's analysis revealed gold's 4.8 per cent real return amid volatility, contrasted with the Public Provident Fund's stable 2.5 per cent. He outlined distinct investment strategies: equities for bold investors, gold for the cautious, and PPF for steady returns.

[Podcast] Investing in Unlisted Companies: What's the deal?

Are unlisted securities worth investing in? What are they? In this edition of the Capitalmind Podcast, Deepak and Shray dive into the world of unlisted securities, the complexities of investing in them, the different pluses and minuses you might want to know, and more...

Economic Times: What's next for HUL and PFC stock?

Deepak Shenoy, Founder of Capitalmind, shared his thoughts on the potential demerger of HUL, emphasizing that such a move could unlock value but may not result in immediate cash inflows. He also weighed in on PFC’s stock performance, attributing the recent volatility to profit booking and highlighting PFC’s crucial role in funding India's transition to renewable energy. Shenoy remains optimistic about PFC’s fundamentals, noting its importance in the shift away from fossil fuels over the next decade. However, he advises patience as the company continues to evolve in a volatile market environment.

Livemint: Deepak's comments on Mazgaon Dock

Deepak Shenoy, CEO of Capitalmind, highlighted the brokerage's track record, pointing out that ICICI Securities had released four reports over the past year, each predicting a 60%-77% downside for Mazagon Dock Shipbuilders shares.

The Print Interview: 'Money no longer bastion of those who had it in past, anyone can make money in India' Deepak Shenoy

Livemint: Deepak Shenoy emphasizes continued tax advantages of real estate

Real estate continues to offer significant tax advantages, making it a highly favourable asset class.

Business Today Interview: Deepak Shenoy On Budget 2024-25, Growth, Capex, LTCG, STCG, Jobs

Deepak Shenoy On Budget 2024-25, Growth, Capex, LTCG, STCG, Jobs

Zerodha Interview: Will the Amrit Kaal last for the Indian markets and economy? with Deepak Shenoy

Will the 'Amrit Kaal' endure? Deepak in conversation with Zerodha.

Livemint Interview: IT, Pharma to face headwinds, strong earnings growth seen in Financials, Auto, FMCG

Indian stock market seems to be at relatively normal valuations at the Nifty level, said Deepak Shenoy, Founder and CEO of Capitalmind.

Media Coverage - Stock Markets are overvalued, but may continue to remain so

Deepak Shenoy, the founder and CEO of Capitalmind, has cautioned investors about the current stock market movements.

Economic Times Interview: 5 Megatrends in the Surge India Portfolio

Star PMS fund manager Deepak Shenoy says he is investing in 5 strong megatrends in his Surge India Portfolio - manufacturing, energy independence, consumption, financialization of savings and infra growth.

Capitalmind: What happened here in 2022

🔆 03-Dec: Honda Power, GDP Update & 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 stock: Honda India Powers through as Outlier What’s on YouTube: India's Q2FY23 GDP Analysis & More

🔆 05-Nov: TIPS Industries, Global Health IPO & 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: TIPS Industries - What's on YouTube: E-Rupee, Global Health IPO & More

[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

[01 Oct 22] Newsletter: RBI hikes rates, Crisis in UK, 5 Good Reads & More

. 🔆 RBI rate hike: Deepak Shenoy shares a quick summary 🔆 Market Overview: Sensex 30 PE trend, Macro markers & Market Movers 🔆 What we are reading: 5 good reads on markets & money 🔆 What's on YouTube: Falling Nifty, Increasing rates & UK monetary crisis!

[17 Sep 22] Newsletter: IT Stocks Plunge, 5 Good Reads & Our Weekly Show!

Market Overview: Sensex 30 PE trend, Macro markers & Market Movers Links we like: 5 good reads on markets & money Capitalmind Show: Kya Lagta Hai Bazaar on Youtube

[6 Aug 22] Newsletter: Market Overview, 5 Good Reads & Capitalmind Weekly Show!

. ⚡ Market Overview: Sensex 30 PE trend, Macro markers & Top stocks of the week ⚡ Links we like: 5 good reads on markets & money ⚡ Capitalmind Show: Kya Lagta Hai Bazaar on Youtube .

[30 Jul 22] Newsletter: Market Overview, 5 Good Reads & Capitalmind Weekly Show!

. 🔆 Market Overview: Sensex 30 PE trend, Macro markers & Top stocks of the week 🔆 Links we like: 5 good reads on markets & money 🔆 Capitalmind Show: Kya Lagta Hai Bazaar on Youtube .

[23 Jul 22] Newsletter: Market Overview, 5 Good Reads & Capitalmind Weekly Show!

🔆 Quick glance . - Market Overview - Sensex 30 PE trend, Macro markers & Top stocks of the week - Links we like - 5 good reads on markets & money - Capitalmind Show - Kya Lagta Hai Bazaar on Youtube .

[9 Jul 22] Newsletter: Market Overview, Links we like & Our weekly show

Quick glance - Nifty 50 PE ratio - Valuation indicator for the current markets - Hits & Misses - Stocks that gained and lost the most - Links we like - 5 good reads on markets & money - Capitalmind Show - Kya Lagta Hai Bazaar .

Masala Money: Krish Ashok X Deepak Shenoy on Food and Finance

Two engineers get together to discuss two life essentials - food and money! Our food expert is Krish Ashok. Ashok is Global Head, Digital Workplace at TCS. He is a techie, a musician and an author. He talks about the science behind food, the history of food and offers a lot of food for thought for us to explore further. If you are interested, a good starting point is his famous book - Masala Lab. Our money expert is Deepak Shenoy. Deepak talks about the importance of managing your finances, the myths about investing, the fallacies that investors should avoid, and his take on cryptocurrencies. It is quite a treat to listen when he shares food metaphors to explain financial concepts. So listen in!

Crossover Episode: Amit Varma X Deepak Shenoy talk about Creator Economy & Money Wise [Podcast]

. A Crossover Episode between Seen And Unseen Podcast by Amit Varma and the Capitalmind Podcast! Two friends, both of whom are old hands in the creator economy, much before the term “creator economy” existed.  They sit together to discuss a wide array of topics around the creator economy through their experiences and Deepak’s first book - Moneywise. And of course, they talk a lot about their personal experiences and life in general. - How their careers started and evolved - Journey Vs Destination - Goals Vs Processes - What does authenticity mean to them - First-hand look at the creator economy through their lenses - Discussing Moneywise - Deepak’s first book .

Why you need to stop buying bankrupt companies [Podcast EP48]

What happens when a company goes bankrupt? Why do investors buy their stocks that are headed to zero? In this episode, we explore how the Insolvency and Bankruptcy Code (IBC) has changed the game. Deepak explains the many nuances of current regulations and how they've evolved. We dive into examples such as Bhushan Steel, Sintex and Ruchi Soya - which we hope will give you clarity. Listen in and decide. Would you stay the hell away from such stocks, or start hunting for bargains?

[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?

What you know about inflation might be wrong

In this podcast, ▪️ We understand the practical concept of Inflation with examples ▪️ Impact of Inflation on your investments ▪️ Impact of Inflation on your daily lives, and how it impacts individuals differently ▪️ How the impact of interest rate change impacts the USA differently than in India ▪️ Hajaar practical examples and zero jargons

Budget 2022: Crypto Tax, No Bonus Stripping and Twitter Threads

Budget 2022: The Big Thread on all things that will be super important today! #Budget2022 Our thoughts on the budgets, live tweeted. And then, the Cryto tax of 30%, the lack of bonus stripping any further and other strange things in the budget.

The secret to HNI IPO funding that the RBI just killed

Lessons from 2021, the year irrationality went viral

EP41: Term Insurance - Why and when do you need it?

EP40: How Smallcase helped create a new generation of investors

Episode 40 and we’re speaking to the fintech firm that just raised 40 Million dollars last week - Smallcase! Deepak sits down with co-founders Vasanth and Anugrah to talk about creating a new way to invest in stocks, investment lessons from the pandemic and what’s up next from the Smallcase team.

Deepak Shenoy on The Seen and The Unseen Podcast

Podcast #30: The Big Hairy Audacious Reliance

Podcast #25: How do you invest through a panic?

Podcast #21: The amazing rise of passive and what you need to do about it

Podcast #19: Investing in NPS? The good, the bad, and the annuity

Podcast: The Strange Happenings at Karvy (Ep-15)

Podcast: Should You Buy A House? (Ep-13)

Ask Me Anything With Deepak Shenoy

Podcast: Will Corporate Tax Cuts Fix India's Bruised Economy? (Ep-11)

Podcast: Should The Indian Government Borrow From Abroad? (Episode-9)

Podcast: How Slow Is The Indian Economy? (Episode-8)

[Webinar Video] Use Excel To Save Yourself from Being Suckered Into Financial Junk

Capital Mind In News 15 - 22 July 2016

Exclusive Webinar: How To Use SNAP Platform's Outliers, Charts For Stocks & Derivatives and several other features

Webinar With AP - Intermarket Relationships & The Maruti Trade

Budget 2016: First Thoughts Of Deepak Shenoy

Webinar: The Currency Wars With Amit Kumar Gupta

On Slack: Fed Reserve, Will They Won't They? Capital Gains or Business Income? Richa Industries, Piramal Enterprises and more…

Tax Incentives Have Distorted Our Economy. Remove Them and We'll Win.

The Markets Fall Big, But It Really Is Not Useful to Panic

Conversations: Raghu Vohra on How Fixed Income Funds Work

Deepak Shenoy Speaks on CNBC TV18 About The Ongoing Housing Price Correction

Two Videos From MarketVision

At MarketVision: Conversations With Ramki

Deepak Shenoy Talks: Nifty EPS

Deepak Shenoy Talks: Nifty P/E and EPS Growth, FII Buying and more…

Deepak Shenoy Talks: Inflation, Market Cap To GDP and more…