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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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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MARKET INSIGHTS

Good 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.

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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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