Sep 15, 2019
We discussed five broad questions:
1) Should India borrow abroad, if yes, then why? (10 mins)
2) Domestic liquidity issues and crowding out effect (8 minutes)
3) Why are experts (Ex- RBI governors) against this move? (3 mins)
4) What are risks o going overboard with overseas borrowing? (4 mins)
5) Risks of borrowing...
Sep 8, 2019
"Under normal circumstances, merging PSUs would have been impossible, had the government tried it 5 years ago, there would been riot on the street, today there is not even a murmur. They were able to do that because the slowdown is obvious!" - Deepak Shenoy
Sep 2, 2019
Topics discussed include passive investing, current NBFC scenario, slowdown in the auto sector, cooking up of books by companies, fundamental analysis, global recession, surge in gold prices, aviation...
Aug 23, 2019
Episode 6 - Momentum: The Anomaly that Persist
Fri Aug 23, 2019
Capitalmind offers the Momentum Portfolio as part of Capitalmind Premium
May 11, 2019
Anupam Gupta (b50 on Twitter) speaks with Deepak Shenoy of Capitalmind, about what to focus on when investing. It's more about just regular investing, than other things like returns or timing the market, says Anupam. You'll make more money by saving more , instead of focussing on how much you should invest at what time...