[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @deepakshenoy Deepak Shenoy Deepak Shenoy, a prominent figure in the Indian financial space, has been sharing his insights and perspectives on various market and economic issues. Recently, he has been discussing India's strong current account surplus, driven by a significant increase in services exports and remittances, which has been a positive development for the country's economy. He has also been sharing updates on the Capitalmind Mutual Fund, which has received SEBI approval, marking a significant milestone in its launch. ### Engagements: XXXXXX [#](/creator/twitter::8167022/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::8167022/posts_active)  - X Week XX -XX% - X Month XXX -XXXX% - X Months XXX -XX% - X Year XXXXX -XXXX% ### Followers: XXXXXXX [#](/creator/twitter::8167022/followers)  - X Week XXXXXXX +0.05% - X Month XXXXXXX +0.20% - X Months XXXXXXX +3.30% - X Year XXXXXXX +7.80% ### CreatorRank: XXXXXXX [#](/creator/twitter::8167022/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [currencies](/list/currencies) #1364 [countries](/list/countries) [stocks](/list/stocks) **Social topic influence** [if you](/topic/if-you), [money](/topic/money) #3861, [at least](/topic/at-least), [inflation](/topic/inflation) #257, [rupee](/topic/rupee), [india](/topic/india), [rbi](/topic/rbi), [ipo](/topic/ipo), [bank](/topic/bank) #787, [the only](/topic/the-only) **Top assets mentioned** [Unilever plc (UL)](/topic/$ul) ### Top Social Posts Top posts by engagements in the last XX hours "Freeing the rupee is the right choice now - allowing money to go out easily means more money will come in. Even if it means short term drop in the rupee value at least we dont have a one side move on the rupee even if our fundamentals improve. On the RBI: RBI should cut rates. Because the only reason to NOT cut rates in the face of just XXXX% inflation is: our exchange rate will fall. But its falling already dude and youre doing nothing. So might as well give our businesses a fighting chance which youve denied by keeping the cost of capital too high. The Rupee is falling due to net trade and" [X Link](https://x.com/deepakshenoy/status/1996157861240488124) 2025-12-03T10:01Z 272.7K followers, 32.9K engagements "1 lakh cr omo buying of govt bonds by rbi And a $5bn usd buy sell swap as well.i don't get this. Or Maybe they plan to sell usd use the buy/sell swap to offset it somewhat and control the rupees fall" [X Link](https://x.com/deepakshenoy/status/1996801364639600747) 2025-12-05T04:38Z 272.7K followers, 28.3K engagements "RBI cuts the repo rate to XXXX% which is still quite high but at least they have continued the trend down. XXX bps in 2025 as a cut and hopefully more next year:" [X Link](https://x.com/deepakshenoy/status/1996890423965704249) 2025-12-05T10:32Z 272.7K followers, 26.7K engagements "RBI's OMO purchase of government bonds of 100000 cr. is a good thing - if they are selling USD. If they are selling then to not suddenly cause a cash crunch they will probably sell USD in the spot markets (the INR they get is "out of the system") To replace that they use INR to buy government bonds in an OMO and that retains liquidity. RBI's holding of government bonds has been reducing this year as they haven't bought much" [X Link](https://x.com/deepakshenoy/status/1996905675591659882) 2025-12-05T11:33Z 272.7K followers, 11.8K engagements "@SandeepParekh 10yr note total return saar Yields have come down so shh but they may be right" [X Link](https://x.com/deepakshenoy/status/1997606389964005506) 2025-12-07T09:57Z 272.7K followers, 2490 engagements "Interesting that in five years the market has evolved so much that a large cap in 2019 or 2020 would now only qualify to be a small cap:" [X Link](https://x.com/deepakshenoy/status/1998035079898259461) 2025-12-08T14:20Z 272.7K followers, 14.9K engagements "The regulators job is to ensure you have the information you need to decide. Its job is NOT to decide for you if this IPO is good for you or not. We need more freedom to decide lose/win and participate and less information arbitrage. But the big thing also is: tax saving" [X Link](https://x.com/deepakshenoy/status/1998333745934500078) 2025-12-09T10:07Z 272.7K followers, 3588 engagements "Think about this. I have a fantastic company generating 1000 cr. pre-tax profit. I will pay XX% tax - leaving XXX cr. If I need to take XXX cr. for myself I have to pay a dividend of XXX cr (since XX% of that is also taxed). Instead I could list the co" [X Link](https://x.com/deepakshenoy/status/1998335079719010412) 2025-12-09T10:13Z 272.7K followers, 3296 engagements "89.68 on the USDINR. RBI has also announced a VRRR so they must be buying USD. When RBI buys USD it pays using rupees that it effectively creates. That excess rupee balance is what it wants to sweep back in using VRRRs" [X Link](https://x.com/deepakshenoy/status/1995392597448372443) 2025-12-01T07:20Z 272.7K followers, 30.6K engagements "GDP data - I know I'm a bit delayed - comes in at XXX% real. But the nominal is low at XXXX% which is a little too low" [X Link](https://x.com/deepakshenoy/status/1995408529885409319) 2025-12-01T08:24Z 272.7K followers, 25.9K engagements "The big culprit really was Gold. India saw $19bn of gold purchased in the Sep quarter. This is normal as it was about $20bn last year (Sep qtr) as well - usually a Diwali thingy. In fact because of gold the Sep 2024 (last year) quarter was a $XX bn deficit" [X Link](https://x.com/deepakshenoy/status/1996143360382492688) 2025-12-03T09:03Z 272.7K followers, 6114 engagements "From a rupee falling perspective this sucks for India as a whole. This might propel more enthusiasm for making in India but that will take years. A stable currency would be nice but India does need to either free the rupee completely or have a limited long term range it can operate in. (We do neither we only let it depreciate)" [X Link](https://x.com/deepakshenoy/status/1996157507027284158) 2025-12-03T10:00Z 272.7K followers, 7268 engagements "Haha borrow at a lower rate than your state government Home loans will now be cheaper than what govts pay :)" [X Link](https://x.com/deepakshenoy/status/1996910523821302145) 2025-12-05T11:52Z 272.7K followers, 137.3K engagements "One type of company that goes IPO is a company that doesn't need cash. Think of the AMCs. Those electronics companies. That big car company. None of them needed more money because they are cash positive. In these cases the promoters sell their shares so we can participate" [X Link](https://x.com/deepakshenoy/status/1998331615819256277) 2025-12-09T09:59Z 272.7K followers, 1876 engagements "If you don't like this remember that in the distant past (70s) the government forced the cash positive MNCs to list so that Indians could participate in their future. So you got to participate in the Unilever Nestle etc subsidiaries and that's been overall good" [X Link](https://x.com/deepakshenoy/status/1998331618457530734) 2025-12-09T09:59Z 272.7K followers, 1724 engagements "If I listed the company at XX times earnings (750x20=15000cr mcap) and sell say XXX% of the company for XXX cr. I will get a post tax income of XXX cr (since LTCG is only XX% including surcharge) But I give up XXX% of this co's growth forever" [X Link](https://x.com/deepakshenoy/status/1998335577591296511) 2025-12-09T10:15Z 272.7K followers, 3707 engagements "@dharmeshba In some autos it is written hypothecated to Canara bank etc so that money lenders don't seize the auto if the person takes a kaccha loan and defaults. It's an interesting way to signal that if you loan money to x remember we are also a lender" [X Link](https://x.com/deepakshenoy/status/1999519800922358040) 2025-12-12T16:40Z 272.7K followers, XXX engagements "And of course if you don't already know our mutual fund is at:" [X Link](https://x.com/deepakshenoy/status/1996890870822707468) 2025-12-05T10:34Z 272.7K followers, 24.7K engagements "And.back below XX. I feel like there's a good fight happening in the forex markets. Very nerdy I know getting so excited about XX paise moves" [X Link](https://x.com/deepakshenoy/status/1998307504833573359) 2025-12-09T08:23Z 272.7K followers, 16K engagements "@CalmInvestor "The index is not a punching bag; it's a formidable adversary. Anyone in this business who claims a consistently easy victory over the index is telling you more about their marketing than their returns."" [X Link](https://x.com/deepakshenoy/status/1999049091968573654) 2025-12-11T09:30Z 272.7K followers, 1735 engagements "There are.lessons to learn here. It is time to be the change. Ease out of dollar and euro domination.rbi is trying but not too much. It's a XX year to XX year plan at least but the thinking needs to happen now" [X Link](https://x.com/deepakshenoy/status/1999536101782917631) 2025-12-12T17:45Z 272.7K followers, 33.9K engagements "Usdinr crossed XX. This is just crazy given relative inflation numbers" [X Link](https://x.com/deepakshenoy/status/1996069496352887214) 2025-12-03T04:10Z 272.7K followers, 79.8K engagements "Just as the rupee crosses XX lets look at the Current Account Deficit for the Sep 2025 qtr. CAD came in at $XX billion. This isnt much really given : - The US hit us with XX% tariffs in the quarter - Huge FPI and FDI outflows from equity markets continued" [X Link](https://x.com/deepakshenoy/status/1996143356611863027) 2025-12-03T09:03Z 272.7K followers, 40.3K engagements "I'm so agreeing with this. Also very biased cos we need more things built here need companies to invest in need investors to stay for the long term. But also because India needs to make more for itself" [X Link](https://x.com/deepakshenoy/status/1999013902479405400) 2025-12-11T07:10Z 272.7K followers, 42K engagements "@b50 @MotilalOswalLtd Nifty has another X% div yield so its probably 11%. Getting more than gdp growth is pretty awesome no Also if you go back XX years to 2005 the returns look better" [X Link](https://x.com/deepakshenoy/status/1999544588063699053) 2025-12-12T18:19Z 272.7K followers, 1834 engagements "Footpaths are apparently for talking on your bike. @BlrCityPolice" [X Link](https://x.com/deepakshenoy/status/1998375242193064442) 2025-12-09T12:52Z 272.7K followers, 15.7K engagements "This is exactly why I don't like the H1B program. It's a form of indentured servitude with the dangling carrot of a green card. I'm sure a lot of people love it. It feels like a trap to me.realized it in 1997 when I was offered one seems it hasn't changed today" [X Link](https://x.com/deepakshenoy/status/1998560176841044194) 2025-12-10T01:07Z 272.7K followers, 51.2K engagements "@CalmInvestor @Prateekonomics says this: You could have got the interest rate cut right. But that fall in bond prices in the next two days that would have worked against your thought process" [X Link](https://x.com/deepakshenoy/status/1999049444038480209) 2025-12-11T09:31Z 272.7K followers, 1791 engagements "Inflation for Nov 2025: XXXX% Yes to all those saying no no this is not true please bring data sources other than your own spending which is not the country's inflation" [X Link](https://x.com/deepakshenoy/status/1999479757625544932) 2025-12-12T14:01Z 272.7K followers, 18.8K engagements "I may sound strange but I do not agree with the cancel culture that seems to invoke vigilante justice I hope a certain head of ai finds a job quickly. We all take ourselves too seriously ffs. We are all here renting a tiny fixed amount of time from the universe" [X Link](https://x.com/deepakshenoy/status/1999553604307550408) 2025-12-12T18:55Z 272.7K followers, 15.2K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@deepakshenoy Deepak Shenoy
Deepak Shenoy, a prominent figure in the Indian financial space, has been sharing his insights and perspectives on various market and economic issues. Recently, he has been discussing India's strong current account surplus, driven by a significant increase in services exports and remittances, which has been a positive development for the country's economy. He has also been sharing updates on the Capitalmind Mutual Fund, which has received SEBI approval, marking a significant milestone in its launch.
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX -XX%
- X Year XXXXX -XXXX%
Followers: XXXXXXX #
- X Week XXXXXXX +0.05%
- X Month XXXXXXX +0.20%
- X Months XXXXXXX +3.30%
- X Year XXXXXXX +7.80%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance currencies #1364 countries stocks
Social topic influence if you, money #3861, at least, inflation #257, rupee, india, rbi, ipo, bank #787, the only
Top assets mentioned Unilever plc (UL)
Top Social Posts
Top posts by engagements in the last XX hours
"Freeing the rupee is the right choice now - allowing money to go out easily means more money will come in. Even if it means short term drop in the rupee value at least we dont have a one side move on the rupee even if our fundamentals improve. On the RBI: RBI should cut rates. Because the only reason to NOT cut rates in the face of just XXXX% inflation is: our exchange rate will fall. But its falling already dude and youre doing nothing. So might as well give our businesses a fighting chance which youve denied by keeping the cost of capital too high. The Rupee is falling due to net trade and"
X Link 2025-12-03T10:01Z 272.7K followers, 32.9K engagements
"1 lakh cr omo buying of govt bonds by rbi And a $5bn usd buy sell swap as well.i don't get this. Or Maybe they plan to sell usd use the buy/sell swap to offset it somewhat and control the rupees fall"
X Link 2025-12-05T04:38Z 272.7K followers, 28.3K engagements
"RBI cuts the repo rate to XXXX% which is still quite high but at least they have continued the trend down. XXX bps in 2025 as a cut and hopefully more next year:"
X Link 2025-12-05T10:32Z 272.7K followers, 26.7K engagements
"RBI's OMO purchase of government bonds of 100000 cr. is a good thing - if they are selling USD. If they are selling then to not suddenly cause a cash crunch they will probably sell USD in the spot markets (the INR they get is "out of the system") To replace that they use INR to buy government bonds in an OMO and that retains liquidity. RBI's holding of government bonds has been reducing this year as they haven't bought much"
X Link 2025-12-05T11:33Z 272.7K followers, 11.8K engagements
"@SandeepParekh 10yr note total return saar Yields have come down so shh but they may be right"
X Link 2025-12-07T09:57Z 272.7K followers, 2490 engagements
"Interesting that in five years the market has evolved so much that a large cap in 2019 or 2020 would now only qualify to be a small cap:"
X Link 2025-12-08T14:20Z 272.7K followers, 14.9K engagements
"The regulators job is to ensure you have the information you need to decide. Its job is NOT to decide for you if this IPO is good for you or not. We need more freedom to decide lose/win and participate and less information arbitrage. But the big thing also is: tax saving"
X Link 2025-12-09T10:07Z 272.7K followers, 3588 engagements
"Think about this. I have a fantastic company generating 1000 cr. pre-tax profit. I will pay XX% tax - leaving XXX cr. If I need to take XXX cr. for myself I have to pay a dividend of XXX cr (since XX% of that is also taxed). Instead I could list the co"
X Link 2025-12-09T10:13Z 272.7K followers, 3296 engagements
"89.68 on the USDINR. RBI has also announced a VRRR so they must be buying USD. When RBI buys USD it pays using rupees that it effectively creates. That excess rupee balance is what it wants to sweep back in using VRRRs"
X Link 2025-12-01T07:20Z 272.7K followers, 30.6K engagements
"GDP data - I know I'm a bit delayed - comes in at XXX% real. But the nominal is low at XXXX% which is a little too low"
X Link 2025-12-01T08:24Z 272.7K followers, 25.9K engagements
"The big culprit really was Gold. India saw $19bn of gold purchased in the Sep quarter. This is normal as it was about $20bn last year (Sep qtr) as well - usually a Diwali thingy. In fact because of gold the Sep 2024 (last year) quarter was a $XX bn deficit"
X Link 2025-12-03T09:03Z 272.7K followers, 6114 engagements
"From a rupee falling perspective this sucks for India as a whole. This might propel more enthusiasm for making in India but that will take years. A stable currency would be nice but India does need to either free the rupee completely or have a limited long term range it can operate in. (We do neither we only let it depreciate)"
X Link 2025-12-03T10:00Z 272.7K followers, 7268 engagements
"Haha borrow at a lower rate than your state government Home loans will now be cheaper than what govts pay :)"
X Link 2025-12-05T11:52Z 272.7K followers, 137.3K engagements
"One type of company that goes IPO is a company that doesn't need cash. Think of the AMCs. Those electronics companies. That big car company. None of them needed more money because they are cash positive. In these cases the promoters sell their shares so we can participate"
X Link 2025-12-09T09:59Z 272.7K followers, 1876 engagements
"If you don't like this remember that in the distant past (70s) the government forced the cash positive MNCs to list so that Indians could participate in their future. So you got to participate in the Unilever Nestle etc subsidiaries and that's been overall good"
X Link 2025-12-09T09:59Z 272.7K followers, 1724 engagements
"If I listed the company at XX times earnings (750x20=15000cr mcap) and sell say XXX% of the company for XXX cr. I will get a post tax income of XXX cr (since LTCG is only XX% including surcharge) But I give up XXX% of this co's growth forever"
X Link 2025-12-09T10:15Z 272.7K followers, 3707 engagements
"@dharmeshba In some autos it is written hypothecated to Canara bank etc so that money lenders don't seize the auto if the person takes a kaccha loan and defaults. It's an interesting way to signal that if you loan money to x remember we are also a lender"
X Link 2025-12-12T16:40Z 272.7K followers, XXX engagements
"And of course if you don't already know our mutual fund is at:"
X Link 2025-12-05T10:34Z 272.7K followers, 24.7K engagements
"And.back below XX. I feel like there's a good fight happening in the forex markets. Very nerdy I know getting so excited about XX paise moves"
X Link 2025-12-09T08:23Z 272.7K followers, 16K engagements
"@CalmInvestor "The index is not a punching bag; it's a formidable adversary. Anyone in this business who claims a consistently easy victory over the index is telling you more about their marketing than their returns.""
X Link 2025-12-11T09:30Z 272.7K followers, 1735 engagements
"There are.lessons to learn here. It is time to be the change. Ease out of dollar and euro domination.rbi is trying but not too much. It's a XX year to XX year plan at least but the thinking needs to happen now"
X Link 2025-12-12T17:45Z 272.7K followers, 33.9K engagements
"Usdinr crossed XX. This is just crazy given relative inflation numbers"
X Link 2025-12-03T04:10Z 272.7K followers, 79.8K engagements
"Just as the rupee crosses XX lets look at the Current Account Deficit for the Sep 2025 qtr. CAD came in at $XX billion. This isnt much really given : - The US hit us with XX% tariffs in the quarter - Huge FPI and FDI outflows from equity markets continued"
X Link 2025-12-03T09:03Z 272.7K followers, 40.3K engagements
"I'm so agreeing with this. Also very biased cos we need more things built here need companies to invest in need investors to stay for the long term. But also because India needs to make more for itself"
X Link 2025-12-11T07:10Z 272.7K followers, 42K engagements
"@b50 @MotilalOswalLtd Nifty has another X% div yield so its probably 11%. Getting more than gdp growth is pretty awesome no Also if you go back XX years to 2005 the returns look better"
X Link 2025-12-12T18:19Z 272.7K followers, 1834 engagements
"Footpaths are apparently for talking on your bike. @BlrCityPolice"
X Link 2025-12-09T12:52Z 272.7K followers, 15.7K engagements
"This is exactly why I don't like the H1B program. It's a form of indentured servitude with the dangling carrot of a green card. I'm sure a lot of people love it. It feels like a trap to me.realized it in 1997 when I was offered one seems it hasn't changed today"
X Link 2025-12-10T01:07Z 272.7K followers, 51.2K engagements
"@CalmInvestor @Prateekonomics says this: You could have got the interest rate cut right. But that fall in bond prices in the next two days that would have worked against your thought process"
X Link 2025-12-11T09:31Z 272.7K followers, 1791 engagements
"Inflation for Nov 2025: XXXX% Yes to all those saying no no this is not true please bring data sources other than your own spending which is not the country's inflation"
X Link 2025-12-12T14:01Z 272.7K followers, 18.8K engagements
"I may sound strange but I do not agree with the cancel culture that seems to invoke vigilante justice I hope a certain head of ai finds a job quickly. We all take ourselves too seriously ffs. We are all here renting a tiny fixed amount of time from the universe"
X Link 2025-12-12T18:55Z 272.7K followers, 15.2K engagements