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Deepak Shenoy - Investing to Beat Indian Inflation

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Manage episode 332906485 series 3342527
Content provided by Pravin Raveendran. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pravin Raveendran or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Have India equity investment questions for Deepak Shenoy? Join his investor community room on Quidroom and stay updated on his content. And listen to the extended Q&A segment only for accredited investors.
https://www.quidroom.com/referral/0VCX0
Join the 'Weekly investor meetups' room with the Quidroom Founder to attend future investor meetups.
https://www.quidroom.com/referral/73M10

----
In this episode, investors get answers to beating Indian inflation from Quidroom user, Deepak Shenoy. Deepak is CEO at Capitalmind, a SEBI registered portfolio manager with over Rs. 500 crores in AUM. Deepak loves to write and decode the complexity of finance, money, and investing. His views appear regularly in leading financial media and business television.
#Inflation is climbing globally, but Indians are more familiar with inflation than the west. And this time around we're likely to see less inflation moving vs the west. India's central bank has acted rapidly by reducing liquidity while the Indian markets are proving to be more resilient to the taper tantrum.
However, inflation still remains, and this time investors need to look at it differently!
Tune in to hear from Deepak Shenoy, and to learn how to beat inflation in India! 💪
2:04 - Introduction of Deepak Shenoy

5:17 - Is high inflation leading to a recession?

10:07 - Could a ban on Russian oil cause a recession?

11:30 - Is now a good time for institutional investors to invest in India?

15:39 - What does Deepak Shenoy's portfolio look like?

17:24 - Does Deepak prefer large cap or small cap stocks?

19:10 - What are Deepak's top 2 tips for investors?

----
Thanks for listening!
Be sure to subscribe on Spotify, Apple, Google, and other podcast services.
Want to nominate a guest for 'Ask an Investor' or want to give feedback? Drop us a line at hello@quidroom.com
----
Quidroom is where sophisticated investors build their investment communities.
Wander the proverbial halls of Quidroom and discover rooms with hundreds of investors matching your interests. You’re free to quietly enter and exit rooms at your leisure. Choose to join the conversation with other investors or simply be a fly on the wall and listen in. It’s entirely up to you.
When you’re ready to stake a claim, start an investor community! Start a room to share your insights, try your hand at incepting ideas, or just simply share today’s market headlines.
Fun fact: Total AUM of Quidroom users is approximately $9.2 trillion
----
This channel and the episodes on it are only for informational and educational purposes only.

  continue reading

Chapters

1. Deepak Shenoy - Investing to Beat Indian Inflation (00:00:00)

2. Introduction of Deepak Shenoy (00:02:04)

3. Is high inflation leading to a recession? (00:05:17)

4. Could a ban on Russian oil cause a recession? (00:10:07)

5. Is now a good time for institutional investors to invest in India? (00:11:30)

6. What does Deepak Shenoy's portfolio look like? (00:15:39)

7. Does Deepak prefer large cap or small cap stocks? (00:17:24)

8. What are Deepak's top 2 tips for investors? (00:19:10)

19 episodes

Artwork
iconShare
 
Manage episode 332906485 series 3342527
Content provided by Pravin Raveendran. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pravin Raveendran or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Have India equity investment questions for Deepak Shenoy? Join his investor community room on Quidroom and stay updated on his content. And listen to the extended Q&A segment only for accredited investors.
https://www.quidroom.com/referral/0VCX0
Join the 'Weekly investor meetups' room with the Quidroom Founder to attend future investor meetups.
https://www.quidroom.com/referral/73M10

----
In this episode, investors get answers to beating Indian inflation from Quidroom user, Deepak Shenoy. Deepak is CEO at Capitalmind, a SEBI registered portfolio manager with over Rs. 500 crores in AUM. Deepak loves to write and decode the complexity of finance, money, and investing. His views appear regularly in leading financial media and business television.
#Inflation is climbing globally, but Indians are more familiar with inflation than the west. And this time around we're likely to see less inflation moving vs the west. India's central bank has acted rapidly by reducing liquidity while the Indian markets are proving to be more resilient to the taper tantrum.
However, inflation still remains, and this time investors need to look at it differently!
Tune in to hear from Deepak Shenoy, and to learn how to beat inflation in India! 💪
2:04 - Introduction of Deepak Shenoy

5:17 - Is high inflation leading to a recession?

10:07 - Could a ban on Russian oil cause a recession?

11:30 - Is now a good time for institutional investors to invest in India?

15:39 - What does Deepak Shenoy's portfolio look like?

17:24 - Does Deepak prefer large cap or small cap stocks?

19:10 - What are Deepak's top 2 tips for investors?

----
Thanks for listening!
Be sure to subscribe on Spotify, Apple, Google, and other podcast services.
Want to nominate a guest for 'Ask an Investor' or want to give feedback? Drop us a line at hello@quidroom.com
----
Quidroom is where sophisticated investors build their investment communities.
Wander the proverbial halls of Quidroom and discover rooms with hundreds of investors matching your interests. You’re free to quietly enter and exit rooms at your leisure. Choose to join the conversation with other investors or simply be a fly on the wall and listen in. It’s entirely up to you.
When you’re ready to stake a claim, start an investor community! Start a room to share your insights, try your hand at incepting ideas, or just simply share today’s market headlines.
Fun fact: Total AUM of Quidroom users is approximately $9.2 trillion
----
This channel and the episodes on it are only for informational and educational purposes only.

  continue reading

Chapters

1. Deepak Shenoy - Investing to Beat Indian Inflation (00:00:00)

2. Introduction of Deepak Shenoy (00:02:04)

3. Is high inflation leading to a recession? (00:05:17)

4. Could a ban on Russian oil cause a recession? (00:10:07)

5. Is now a good time for institutional investors to invest in India? (00:11:30)

6. What does Deepak Shenoy's portfolio look like? (00:15:39)

7. Does Deepak prefer large cap or small cap stocks? (00:17:24)

8. What are Deepak's top 2 tips for investors? (00:19:10)

19 episodes

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