News & Insights
US Visit Notes (October 2023)
Nov 2023Nepean Capital Managing Partner Gautam Trivedi discusses the findings from his recent US trip.
Read ArticleInterest in India Is at An All Time High
Nov 2023.....at the expense of China, says Nepean Capital's Gautam Trivedi.
Watch VideoSpandana Sphoorty: Transforming Lives Through Micro Credit
Sep 2023Nepean Capital analyst Parth Sanghvi reflects on his trip to Ujjain, where he visited Spandana Sphoorty's branch and centers to get a feel for the company's on-the-ground operations.
Read ArticleHDFC Bank May Not See Huge Outperformance in the Next 6-9 Months
Sep 2023In an interview, Gautam Trivedi of Nepean Capital tells CNBC-TV18 that India is the most expensive equity market in the world but that there’s still scope for rally in select spaces.
Watch VideoGood Time to Start Building Up Small Positions in IT
Aug 2023"Gains in banking names could moderate from here on. I believe Sapphire, Landmark will continue their topline and EBITDA growth trend. I believe PSU bank NIMs have peaked. This is a good time to start building up small positions in IT," said Gautam Trivedi in an interview with ET Now.
Watch Video1QFY24 Investor Newsletter
Jul 2023Nepean Long Term Opportunities Fund II Investor Newsletter for 1QFY24 (2QCY23).
Read ArticleIndia's Pizza Market: Get a Slice of the Action
Jun 2023Nepean Capital analyst Nicholas Rothman's in-depth look at India's three largest QSR pizza operators.
Read ArticlePM Modi's State Visit to the US
Jun 2023Key highlights from PM Modi's state visit to the US.
Read ArticleUS Visit Notes (May 8 - June 3)
Jun 2023Nepean Capital's Gautam Trivedi reflects on his recent trip to the US.
Read ArticleGautam Trivedi Shares His Views on Market Sell-Off After Budget
Feb 2023Nepean Capital's Gautam Trivedi shared his post-budget insights in an interview with CNBC-TV18.
Watch Video3QFY23 Investor Newsletter
Jan 2023Nepean Long Term Opportunities Fund II Investor Newsletter for 3QFY23 (4QCY22).
Read ArticleNepean Capital Leadership Talk With Raymond
Dec 2022Nepean Capital Leadership Talk With Raymond
Watch VideoHow HDFC, HDFC Bank Merger Will Shake Up India's Debt Market
Dec 2022India's biggest merger ever will likely take away from the rupee bond market one of its top issuers, an absence that may weigh on debt sales and arrangement fees for banks.
Read Article2QFY23 Investor Newsletter
Oct 2022Nepean Long Term Opportunities Fund II Investor Newsletter for 2QFY22 (3QCY22).
Read ArticleIndia: To Decouple or Not to, That Is the Question
Oct 2022Will India de-couple from global markets assuming that the recession, which has already begun in Europe, reaches US shores?
Read Article1QFY23 Investor Newsletter
Jul 2022Nepean Long Term Opportunities Fund II Investor Newsletter for 1QFY23 (2QCY22).
Read Article4QFY22 Investor Newsletter
Apr 2022Nepean Long Term Opportunities Fund II Investor Newsletter for 4QFY22 (1QCY22).
Read ArticleNepean Capital's Gautam Trivedi Shares His Market Outlook and Trading Advice
Mar 2022Gautam Trivedi of Nepean Capital said in an interaction with CNBC-TV18 that the fundamental factors driving the market haven't changed.
Watch VideoBest Pick for 2020 - Tata Consumer Products
Apr 2020Outlook Business Magazine: Gautam Trivedi's best pick for 2020
Read ArticleBest Pick for 2019 - Aavas Financiers
Apr 2019Gautam Trivedi of Nepean Capital writes about his best pick for 2019 in Outlook Business Magazine. "Aavas Financiers with its rural focus could well be the next Gruh Finance."
Read ArticleNepean Capital on CNBC-TV18
Nov 2018Gautam Trivedi of Nepean Capital says that the market is not expecting a rate change from the RBI. Stabilization of the rupee & crude will provide a tailwind to the Indian economy.
Watch VideoGautam Trivedi of Nepean Capital Says Market Will Continue to Drift Till the Upcoming Elections
Jun 2018According to Gautam Trivedi, a lot of pain is still left in financials.
Read ArticleConsumption Favoured Theme but Avoid PSU Banks, Telecom, Pharma, Says Nepean Capital
May 2018Gautam Trivedi on CNBC-TV18.
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