News & Insights
4QFY25 Investor Newsletter
Apr 2025Nepean Long Term Opportunities Fund II Investor Newsletter for 4QFY25 (1QCY25).
Read ArticleTrump's Reciprocal Tariff Concerns Weigh on Markets: Where to Put Your Money Amid Volatile Times?
Feb 2025"FIIs are selling in India as US companies are growing at double-digit rates," says Gautam Trivedi in an interaction with CNBC-TV18.
Watch Video3QFY25 Investor Newsletter
Jan 2025Nepean Long Term Opportunities Fund II Investor Newsletter for 3QFY25 (4QCY24).
Read ArticleMarket May Correct, but Crucial to Understand Underlying Causes of the Correction
Nov 2024In an interview with CNBC-TV18, Gautam Trivedi discusses the recent correction in India's equity market as well as intensifying competition in the quick commerce industry.
Watch Video2QFY25 Investor Newsletter
Oct 2024Nepean Long Term Opportunities Fund II Investor Newsletter for 2QFY25 (3QCY24).
Read ArticleNepean Capital Podcast With Rajeev Chaba
Oct 2024Fireside chat with Rajeev Chaba, CEO Emeritus of JSW MG Motor India.
Watch VideoNepean Capital Podcast With Pratik Pota
Sep 2024Fireside chat with Pratik Pota, CEO of Eureka Forbes.
Watch VideoThe Explosive Growth of Quick Commerce in India
Aug 2024Nepean Capital analyst Aditya Trivedi's report on India's quick commerce industry.
Read Article1QFY25 Investor Newsletter
Jul 2024Nepean Long Term Opportunities Fund II Investor Newsletter for 1QFY25 (2QCY24).
Read ArticleDomestic Retail Flows - It's an Avalanche
Jun 2024Gautam Trivedi's explainer on the rise of India's retail investors.
Read ArticleImplications of India's Election Results
Jun 2024Key takeaways from India's 2024 election.
Read ArticleForeign Investors Expect Both Policy & Political Continuity
May 2024Global investors are excited about India from a long term perspective, says Nepean Capital's Gautam Trivedi in an interview with CNBC TV18.
Watch VideoUS Visit Notes (May 2-22)
May 2024Nepean Capital's Gautam Trivedi details the findings from his recent trip to the US.
Read Article4QFY24 Investor Newsletter
Apr 2024Nepean Long Term Opportunities Fund II Investor Newsletter for 4QFY24 (1QCY24).
Read ArticleNepean Capital Podcast With Tirthankar Patnaik
Apr 2024Fireside chat with Tirthankar Patnaik, Chief Economist of the National Stock Exchange of India.
Watch Video18th General Election
Mar 2024Important facts to be aware of ahead of the 2024 Indian election.
Read ArticleNepean Capital Podcast With Shalabh Saxena
Mar 2024Fireside chat with Shalabh Saxena, Managing Director and CEO of Spandana Sphoorty.
Watch VideoNepean Capital Podcast With Devansh Jain
Mar 2024Fireside chat with Devansh Jain, Whole-time Director of INOX Wind.
Watch Video3QFY24 Investor Newsletter
Jan 2024Nepean Long Term Opportunities Fund II Investor Newsletter for 3QFY24 (4QCY23).
Read ArticleUS 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 Video2QFY24 Investor Newsletter
Oct 2023Nepean Long Term Opportunities Fund II Investor Newsletter for 2QFY24 (3QCY23).
Read ArticleSpandana 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 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 Podcast With Gautam Singhania
Dec 2022Fireside chat with Gautam Singhania, Chairman and Managing Director of Raymond Group.
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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