Capitalmind with Deepak & Shray Capitalmind with Deepak & Shray

Low Inflation. Weak Rupee. Falling Stocks. What's REALLY Going On?

Jan 28, 2026 ยท 1h 37m

Topics discussed

Intro: Rupee, inflation, and GDP concerns Inflation reality vs. headline numbers Personal inflation experiences and price stickiness Rupee depreciation and RBI intervention GDP calculation methods and data discrepancies India's manufacturing gap and import reliance Stock market trends and sector rotation SEBI new rules: TER and brokerage limits Deep dive into mutual fund expense structures Impact on distributors, AMCs, and investors
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