Volatility Ahead? Deepak Shenoy’s take on where markets are headed

Volatility Ahead? Deepak Shenoy’s take on where markets are headed

“We will see a lot more companies list, a lot more companies come up, lots of very interesting things to happen in the next 10 years,” says Deepak Shenoy, Founder, Capital Mind.I just want to get your general sense on the market because after the kind of carnage that we have seen on D-Street, we … Read more

‘You will find it painful…’: Deepak Shenoy on how to invest in mid-cap, small-cap SIPs

‘You will find it painful…’: Deepak Shenoy on how to invest in mid-cap, small-cap SIPs

Systematic Investment Plans (SIPs) were created to provide a convenient and straightforward alternative for investors who are unable to actively manage their investment portfolios on a daily basis due to market volatility. This allows investors to not only save time but also effectively grow their wealth. Amid discussions about whether to stay invested in SIPs … Read more

‘Cut taxes and let people spend…’: Capitalmind founder Deepak Shenoy says bloated govt hurting India’s economy

‘Cut taxes and let people spend…’: Capitalmind founder Deepak Shenoy says bloated govt hurting India’s economy

In a post on X, Shenoy laid out his argument: “Cutting taxes will improve consumption and push up our economy. We have a bloated government too, so let’s cut income taxes, and sell over-owned public companies.” Shenoy sees cutting taxes as a way to revitalize consumption, a crucial driver of growth. He also suggested reducing … Read more

‘Some farmers earn a heck of a lot…’: Capitalmind’s Deepak Shenoy questions untaxed rich in agriculture

‘Some farmers earn a heck of a lot…’: Capitalmind’s Deepak Shenoy questions untaxed rich in agriculture

India’s agriculture isn’t a one-size-fits-all crisis. While some farmers survive on just ₹27 a day, others earn significantly more without paying taxes. Capitalmind founder Deepak Shenoy pointed out the glaring imbalance, emphasizing that wealthier farmers and companies exploiting agricultural tax exemptions should not remain untaxed. Shenoy was responding to a post that highlighted dismal farmer … Read more

‘They’re pissed at 25%…’: Amid Trump’s call for credit card cap, Deepak Shenoy drops a reality check for Indians

‘They’re pissed at 25%…’: Amid Trump’s call for credit card cap, Deepak Shenoy drops a reality check for Indians

While Donald Trump has promised Americans relief with a 10% credit card interest rate cap, Capitalmind founder Deepak Shenoy had a sharp reality check for Indians to share.  Reacting to a tweet slamming U.S. rates above 25% as “usurious,” Shenoy shared a post on India’s towering rates, where the country’s largest issuer, HDFC, charges up … Read more

New asset class: Will promote concept of domestic MF participation in F&O, Deepak Shenoy on Sebi’s proposal

New asset class: Will promote concept of domestic MF participation in F&O, Deepak Shenoy on Sebi’s proposal

Sebi’s new asset class: Hours after the SEBI floated its idea to launch a new asset class, which will have more flexibility than a regular mutual fund scheme and lower ticket size than portfolio management services (PMS) and will cater to investors with a high-risk appetite.  The new investment asset will be offered under the mutual … Read more

Markets peak on optimism, not on relative pessimism: Deepak Shenoy

Markets peak on optimism, not on relative pessimism: Deepak Shenoy

“I think while the markets are going up, the mood seems to be less elevated across the globe. So, I still think there is some place to go. Just speaking, of course, as a portfolio manager you have to be long and therefore very optimistic, so a little bit of biased stance. But I do … Read more

Early retirement: This wealth expert feels you should not retire early but invest for financial freedom

Early retirement: This wealth expert feels you should not retire early but invest for financial freedom

In our traditional society, 60 years was the base retirement age. But with changing times, more individuals are challenging this age limit and opting for early retirement. Many experts have been encouraging the pursuit of financial independence, with the objective of achieving early retirement — commonly referred to as FIRE (Financial Independence, Retire Early). The … Read more

ETMarkets Fund Manager Talk: It’s a futile exercise to predict market moves in the short term: Deepak Shenoy, Capitalmind

ETMarkets Fund Manager Talk: It’s a futile exercise to predict market moves in the short term: Deepak Shenoy, Capitalmind

Given the prevailing uncertainties in the market, it is difficult to predict the trajectory for the short term, believes Deepak Shenoy of Capitalmind. “It’s a futile exercise to predict market moves in the short term. Hence we don’t predict, we react. In the short term, markets are a slave of liquidity,” the smallcase manager and … Read more

Spread buying MNC stocks over next 12-18 months: Deepak Shenoy

Spread buying MNC stocks over next 12-18 months: Deepak Shenoy

It will take some time for that system to re-energise or to find its feet again. Expect volatility for next one month, says the Founder, Capital Mind. Do you think there would be further weakness in the market both globally as well as locally?There is obviously going to be some pullback. Currently, I do not … Read more