MARKET INSIGHTS

Foreign Investors Expect Both Policy & Political Continuity

May 2024

Global investors are excited about India from a long term perspective, says Nepean Capital's Gautam Trivedi in an interview with CNBC TV18.

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MARKET INSIGHTS

US Visit Notes (May 2-22)

May 2024

Nepean Capital's Gautam Trivedi details the findings from his recent trip to the US.

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INVESTOR NEWSLETTERS

4QFY24 Investor Newsletter

Apr 2024

Nepean Long Term Opportunities Fund II Investor Newsletter for 4QFY24 (1QCY24).

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LEADERSHIP SERIES

Nepean Capital Leadership Talk With Tirthankar Patnaik

Apr 2024

Fireside chat with Tirthankar Patnaik, Chief Economist of the National Stock Exchange of India.

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MARKET INSIGHTS

The Battle for India - 18th General Election

Mar 2024

Important facts to be aware of ahead of the 2024 Indian election.

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LEADERSHIP SERIES

Nepean Capital Leadership Talk With Shalabh Saxena

Mar 2024

Fireside chat with Shalabh Saxena, Managing Director and CEO of Spandana Sphoorty.

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LEADERSHIP SERIES

Nepean Capital Leadership Talk With Devansh Jain

Mar 2024

Fireside chat with Devansh Jain, Whole-time Director of INOX Wind.

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INVESTOR NEWSLETTERS

3QFY24 Investor Newsletter

Jan 2024

Nepean Long Term Opportunities Fund II Investor Newsletter for 3QFY24 (4QCY23).

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MARKET INSIGHTS

US Visit Notes (October 2023)

Nov 2023

Nepean Capital Managing Partner Gautam Trivedi discusses the findings from his recent US trip.

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MARKET INSIGHTS

Interest in India Is at An All Time High

Nov 2023

.....at the expense of China, says Nepean Capital's Gautam Trivedi.

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INVESTOR NEWSLETTERS

2QFY24 Investor Newsletter

Oct 2023

Nepean Long Term Opportunities Fund II Investor Newsletter for 2QFY24 (3QCY23).

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MARKET INSIGHTS

Spandana Sphoorty: Transforming Lives Through Micro Credit

Sep 2023

Nepean 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.

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MARKET INSIGHTS

HDFC Bank May Not See Huge Outperformance in the Next 6-9 Months

Sep 2023

In 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.

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INVESTOR NEWSLETTERS

1QFY24 Investor Newsletter

Jul 2023

Nepean Long Term Opportunities Fund II Investor Newsletter for 1QFY24 (2QCY23).

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MARKET INSIGHTS

India's Pizza Market: Get a Slice of the Action

Jun 2023

Nepean Capital analyst Nicholas Rothman's in-depth look at India's three largest QSR pizza operators.

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MARKET INSIGHTS

PM Modi's State Visit to the US

Jun 2023

Key highlights from PM Modi's state visit to the US.

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MARKET INSIGHTS

US Visit Notes (May 8 - June 3)

Jun 2023

Nepean Capital's Gautam Trivedi reflects on his recent trip to the US.

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MARKET INSIGHTS

Gautam Trivedi Shares His Views on Market Sell-Off After Budget

Feb 2023

Nepean Capital's Gautam Trivedi shared his post-budget insights in an interview with CNBC-TV18.

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INVESTOR NEWSLETTERS

3QFY23 Investor Newsletter

Jan 2023

Nepean Long Term Opportunities Fund II Investor Newsletter for 3QFY23 (4QCY22).

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LEADERSHIP SERIES

Nepean Capital Leadership Talk With Raymond

Dec 2022

Nepean Capital Leadership Talk With Raymond

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MARKET INSIGHTS

How HDFC, HDFC Bank Merger Will Shake Up India's Debt Market

Dec 2022

India'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.

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INVESTOR NEWSLETTERS

2QFY23 Investor Newsletter

Oct 2022

Nepean Long Term Opportunities Fund II Investor Newsletter for 2QFY22 (3QCY22).

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MARKET INSIGHTS

India: To Decouple or Not to, That Is the Question

Oct 2022

Will India de-couple from global markets assuming that the recession, which has already begun in Europe, reaches US shores?

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INVESTOR NEWSLETTERS

1QFY23 Investor Newsletter

Jul 2022

Nepean Long Term Opportunities Fund II Investor Newsletter for 1QFY23 (2QCY22).

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INVESTOR NEWSLETTERS

4QFY22 Investor Newsletter

Apr 2022

Nepean Long Term Opportunities Fund II Investor Newsletter for 4QFY22 (1QCY22).

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MARKET INSIGHTS

Nepean Capital's Gautam Trivedi Shares His Market Outlook and Trading Advice

Mar 2022

Gautam Trivedi of Nepean Capital said in an interaction with CNBC-TV18 that the fundamental factors driving the market haven't changed.

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MARKET INSIGHTS

Best Pick for 2020 - Tata Consumer Products

Apr 2020

Outlook Business Magazine: Gautam Trivedi's best pick for 2020

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MARKET INSIGHTS

Best Pick for 2019 - Aavas Financiers

Apr 2019

Gautam 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."

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MARKET INSIGHTS

Nepean Capital on CNBC-TV18

Nov 2018

Gautam 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.

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MARKET INSIGHTS

Gautam Trivedi of Nepean Capital Says Market Will Continue to Drift Till the Upcoming Elections

Jun 2018

According to Gautam Trivedi, a lot of pain is still left in financials.

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MARKET INSIGHTS

Consumption Favoured Theme but Avoid PSU Banks, Telecom, Pharma, Says Nepean Capital

May 2018

Gautam Trivedi on CNBC-TV18.

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