Capitalmind with Deepak & Shray

Deepak Shenoy, Founder and Chairperson of Capitalmind Financial Services and market commentator on Indian markets. He explains why India moved to a Closing Auction Session, how auction mechanics and order types shape closing prices, and why liquidity, transparency and execution quirks matter for mutual funds, indices and traders. Short examples and practical watch‑points for investors are discussed.

Deepak Shenoy, Founder and CEO of Capitalmind Mutual Fund and market strategist, weighs in on India’s supposed uninvestability. He outlines the bear case — rupee, crude, gold imports, FPI outflows and AI fears — then compares past crises and current data. The conversation covers earnings recovery, a CapEx revival, AI’s impact on IT, and practical ways to deploy cash through phased and diversified equity strategies.

Vashistha Iyer, Executive Director at Capitalmind Mutual Fund, brings investment and AI-in-finance expertise. Deepak Shenoy, Founder & CEO of Capitalmind Mutual Fund, is an investor and portfolio strategist. They discuss where AI genuinely helps investors today. They debate why human judgment and accountability still matter. They examine AI’s threat to income, reskilling, emergency funds and using AI as a research sparring partner.

Deepak Shenoy, founder and long-term investing strategist, and Anoop Vijaykumar, data-driven equity fund manager, unpack mutual fund selection. They discuss why avoiding the worst funds can beat chasing the best. Short takes cover rolling underperformance, core vs satellite portfolios, multi-asset simplicity, taxes and churn, AUM and red flags, and how many funds to actually hold.

Shray sits down with Deepak Shenoy from Capitalmind to unpack the real playbook for NRIs thinking about investing in India — the taxes, the paperwork, the returns, and the traps nobody warns you about. What we uncover: The 3 types of NRIs who should invest in India — and the ones who absolutely shouldn't. Why patriotism and FOMO are the worst investment strategies. The real return math: 12% in rupees, ~8% in dollars after currency depreciation — and why falling inflation could change this equation entirely. Stocks vs. mutual funds vs. real estate: Why your passport decides your investment vehicle. UAE and Singapore NRIs get tax-free mutual fund gains; US and UK residents face PFIC nightmares. The paperwork horror: Why 5% of your portfolio in India creates more admin than the other 95% abroad — and why Deepak respects any NRI who's actually opened a Demat account. The "famous stocks" trap: Why buying Indigo, Swiggy, or Jubilant from abroad without local context is a recipe for pain. Great brands ≠ great investments. Moving back math: ₹2L/month puts you in India's top 1%. $500K in fixed income could fund your entire re-entry. And why you still shouldn't bring everything back. Deepak breaks down the Doordash minimum wage vs. Indian purchasing power, why small caps hold India's real growth story, and why NRI investing success is measured in rupees — not dollars. Chapters: 0:00 - Not every NRI should invest in India 1:36 - Who is this conversation really for? 3:54 - The 3 types of people who SHOULD invest in India 6:34 - You have family & money sitting idle in India 7:19 - You know you're coming back someday 11:44 - The worst reason to invest in India 18:16 - Stocks, mutual funds, real estate — where to put your money? 22:07 - Your 12% return is actually 8% (here's why) 29:43 - Is Indian real estate worth it for NRIs? 36:57 - The paperwork nightmare no one warns you about 37:26 - Where you live changes everything 38:09 - UAE & Singapore NRIs — this is your tax cheat code 40:07 - Why US & UK NRIs should avoid Indian mutual funds 45:25 - Why buying Indian stocks from abroad is risky 51:44 - Great company. Terrible investment. Here's the difference 1:03:15 - Should you move more money to India as you plan to return? 1:09:26 - What does winning actually look like? 1:16:29 - Invest with your head, not your passport

A data-driven dive into why 8% GDP and low headline inflation feel at odds with a weakening rupee and muted market returns. They unpack headline vs core inflation, rent spikes, and measurement quirks behind GDP. Discussion covers gold imports, RBI choices on the currency, why markets ignore growth, and implications of new mutual fund fee rules.

Deepak Shenoy, founder of Capitalmind and investment expert, dives into the unseen forces shaping your investments. He exposes how proxy advisors like Glass Lewis and ISS exert influence over fund managers, even challenging big names like Elon Musk. Deepak discusses the subjective nature of index manufacturers, revealing their role in corporate mergers and demergers. He highlights the staggering ₹21 lakh crore stagnant in corporate accounts and offers insights on the pitfalls of passive investing, stressing the need for greater transparency in financial practices.

Deepak Shenoy, founder of Capitalmind and a seasoned investor, reflects on his market predictions over 17 years, including notable successes like forecasting the 2008 crash. He discusses why crashes often arise when cash sits on the sidelines and parallels between today’s AI hype and the 2000 dot-com bubble. Shenoy explores the challenge of predicting real estate and gold markets, emphasizing the unpredictable nature of crowd behavior. His insights on interest rate cycles reveal why predicting them may be easy, yet profiting from them is a different story altogether.

Deepak Shenoy, founder of Capital Mind and investment commentator, dives into the current state of Indian equities and alternative assets. He discusses silver's recent surge and explains the historical Hunt Brothers episode while suggesting silver only deserves a small portfolio allocation. Deepak evaluates gold as an inflation hedge, admits misjudgment of its performance, and warns of potential future price corrections. The conversation also covers foreign stocks for diversification and the risks associated with debt investments.

Discover how unexpected software glitches and legal changes can suddenly collapse markets, as seen with DreamFolks and JSW Steel. Explore the regulatory pressures facing Dream11 and cryptocurrency, and the transformative impact of H-1B visa policy on talent migration. The hosts dive into how passive investing can amplify risks and the importance of diversification to navigate these unseen threats. Tune in for insights that challenge conventional investment wisdom!