61 results for “india”

The world is paying more to borrow. India is paying for it, too.

Bond markets are repricing trust everywhere. And India is being repriced, too, from a growth stock to value stock. This is not necessarily a bad thing. Read on to know why.

The Advantages for Accredited Investors in India

Accredited investors in India enjoy exclusive financial opportunities and favourable terms that set them apart from non-accredited investors. By meeting specific SEBI criteria, these investors gain access to private placements, hedge funds, and alternative investments. Capitalmind PMS offers tailored portfolios and the unique advantage of investing with less than ₹50 lakh. Discover the benefits, requirements, and processes to become an accredited investor in India and unlock advanced investment strategies for long-term wealth creation.

[Podcast] EP 76: Momentum Investing in India with Anoop Vijaykumar

Explore the power of momentum investing with Anoop Vijaykumar from Capitalmind, as he delves into the intricacies and successes of the momentum portfolio. Celebrating five years of remarkable performance, Anoop discusses how this quantitative strategy has yielded an impressive annualized return of nearly 29%, significantly outpacing traditional benchmarks like the Nifty and NSE 500. Learn how the adaptive momentum strategy skillfully navigates market volatility and what the future holds for momentum investing. Tune in to discover how strategic adaptations in challenging times, like March 2020, minimized losses and reinforced the robustness of momentum investing. Whether you're a seasoned investor or new to the market, this episode offers valuable insights into a proven approach that leverages market trends to achieve superior returns. Don't miss out on this insightful exploration of momentum investing at Capitalmind.

[Podcast] A Deeper Look into Asset Management in India

Join us on Capitalmind Podcast, where we demystify the world of finance without the jargon. In today’s episode, talk about the asset management industry in India and what's in store for the future.

[Podcast] How money gets created in India

Ever wondered about the whole money thing – how it's made, where it comes from? Well, in this podcast episode, we're breaking it all down, and without using any jargons.

[Podcast] Going gaga over options in India

Which is the best InvIT in India?

Looks like InvITs have hit a bit of a rough patch recently. But hey, every cloud has a silver lining, right? Could this dip in price be a buying opportunity? And if so, which InvIT in India should we be keeping an eye on? Read on for more information.

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

Which is the best REIT in India?

REITs, a relatively new asset class to Indian investors had seen a huge interest in the last 3Y. Despite the huge popularity, REITs' performance is below par. There are 3 listed players & all of them are barely above their listing price. What are the investor's concerns? Which is the best-listed REIT in India?

🔆 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

[15 Oct 22] Newsletter: Outlier in focus, Market Overview, 5 Good Reads & More

🔆 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 Butterfly Gandhimati Appliances 🔆 What's on YouTube: UPI is not killing toffees, Wipro woes & More

[08 Oct 22] Newsletter: Market Overview, Story from Capitalmind Community, 5 Good Reads & More

. 🔆 Market Overview: Sensex 30 PE trend, Macro markers & Market Movers 🔆 What we are reading: 5 good reads on markets & money 🔆 What's on YouTube: What's driving hotel stocks?, Nifty against other indices & Audience questions 🔆 Celebrating Community: Atul Godbole aces Comrades 2022 .

[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!

Podcast: Why SEBI should implement India's EDGAR and more

Recently, as of 7th September 2022, total Demat accounts in India touched the 10 crore mark. This is a staggering increase from 40 crore Demat accounts in Mach 2020. This alone is a testimony of increased participation and inclusion of individuals in Indian markets. More and more Indians, especially youngsters, are taking to investing in equities enabled by their smartphones - digital broking, increased information access, and social media influence. The whole securities (stock) market ecosystem has evolved immensely over the past decade and deserves a lot of credit for the recent growth in the participation of new investors. At the helm of the ecosystem sits our regulators who are responsible to enable, guide, protect and watch the market participants to ensure that we have a fair and thriving market. In this episode, Deepak and Shray talk about the role SEBI can play in shaping the future of the markets. They talk about data warehousing, data accessibility, regulatory enhancements, bond markets, disclosures & reporting, and a lot more that would make our markets more accessible.

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? .

[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?

P2P lending in India. How does it work and are the risks worth it? (EP42)

How does P2P lending work in India? How safe is P2P lending? Deepak and Shray explore how the industry works, the risks involved and whether the returns are enough to justify the risks.

Podcast EP37: The hidden risks to the financial system

Are the recent problems - GME, Greensill and Archegos - signs of a damaged financial system that is so terribly fragile that a slightly bigger disaster can easily crush us? Like what Covid has done to the world's health system, are there more hidden risks in our financial system that can trigger a repeat of 2008? In this episode, Deepak and Shray explore what's happened in the US over the past few months, and examples of hidden leverage within India - Karvy, Zee, DHFL and Harshad Mehta.

What Does "Delisting" Mean?

Deepak was interviewed on CNBC about how investors can look at delistings. Key questions discussed: Is delisting a bad thing? How does the process work? Price discovery and How should you bid? What if you don't tender? What happened with Vedanta? Are MNCs good delisting bets?

How to think about picking stocks in India

What are the chances of any stock in your portfolio being a failed investment? It depends on how you define "failed investment" 30%: If it means suffering an erosion massive enough to mean significant and permanent loss of capital 47%: If it also includes stocks that fail to offer some positive return over 5+ years 53%: If it also includes stocks that fail to beat cash sitting in your savings account Here's why.

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.

Podcast #28: Why credit rating agencies are irrelevant and deserve a downgrade

Podcast #26: Who moved my market? A deeper look at FIIs.

Podcast #23: How India’s amazing new financial infrastructure will enable better, more inclusive “Bharat UX”

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

Bond Baba #5: Sovereign Gold Bond Scheme [Video]

Does Momentum Investing work in India?

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)

Podcast: The State of Financial Advice in India (Episode 4)

Podcast: The Stubborn Cost of Capital in India (Episode 3)

Ashwath Damodaran says Flipkart Is Walmart's Most Expensive Facelift. Why It Might Not Be, and Stories And Numbers at Jamna Auto

Outlier in Focus – Graphite India

We come across a large number of interesting stocks in Capitalmind SNAP Outliers, our discovery tool for stocks with momentum. Here’s a look at Graphite India, a stock we found interesting that’s been an outlier.

Outlier in Focus - Sanofi India

We come across a large number of interesting stocks in Capitalmind SNAP Outliers, our discovery tool for stocks with momentum. Here’s a look at Sanofi India, a stock we found interesting that’s been an outlier.

Video: John Oliver on Investments, And How it works in India

Podcast: Raghu Vohra on How India is Viewed Abroad Compared To Other Emerging Markets

Video: How the Economic Machine Works, by Ray Dalio

Video: Buckner Says Hyperinflation Could Come Soon in the US

Should We Tax Dividends in India? No Way!

India, A Country Of Thieves?

Defining India’s Poor

Video Recording of Online Webinar on Options

The History Of Inflation In India

Here's a chart of the history of Inflation in India all the way back from 1953. The highest inflation in India was 25% in 1974, and the lowest was in the 2018-19 time frame at less than 4%. Read on with an interactive chart to see how inflation has evolved in India.

Chanos on NDTV: China's Going Down

Video: Slump Sales and Safeguards

At MV: Conversations with Manish Jain

Video: China's Ghost Cities and Malls

Rupay: India's Own Payment Processor

India October PMI Up to 57.2

Video: The Money Masters

Algorithmic Trading Possible in India?

Algo Trading Scaling Up in India

Oil India IPO

India's External Debt at $230B

Subprime Hits India

A Very Interesting Video

India Investment Blogs

Mapping India's PMS Industry: Growth, Concentration, Returns