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Charts & Analysis
NSE/BSE Change Rules on Option Expiry To Reduce Excess STT Payouts
You know, of course, that if you buy options and let them expire in the money, that you pay a ludicrous amount of Securities Transaction Tax. It is 0.1% of the ...
Premium
Premium: The EV Portfolio and Watchlist
We have talked about the concept of Electric Vehicles and Batteries. Here’s a portfolio of stocks we think can benefit from our move to Electric Vehicles in ...
Premium
Premium: The Electric Vehicle Wave: Analyzing the Battery Ecosystem
Batteries form the heart of electric vehicles. That’s most of what they have. A battery that powers an electric motor, which runs the driveshaft. Batteries ...
Opinion
The Risk in Home Finance: When The Good Loans Default Because There's No House Anymore
It just got real. Four years ago, we wrote of a problem in homelending. That banks can come after you in case your builder defaults in paying ...
Stocks
Infosys buys back at 23% higher price, but what happens after?
Infosys will buy back Rs. 13,000 cr. worth shares at Rs. 1150 in a tender offer, says their board today. This is a near 5% buyback, and will reduce the total ...
Premium
Bond Baba: Will the Infy Buyback Be Useful for an Arb?
Infy has announced - just recently - that they will meet on the 19th to decide if they should buy back shares. They've announced that they will spend about Rs. ...
General
Markets Have Recovered – Is It Happy Times Again?
Prediction is hard, especially when it’s about the future - Anonymous We are told that prediction is bad and one shouldn’t try to time the market. Time in ...
General
India has the world's highest fuel cost, relative to income, from high taxes
Bloomberg has an interesting piece about fuel prices around the world: India has one of the highest costs of petrol in the world in terms of affordability. The ...
Foundations
How Is Your Purchase Price Divided After a Demerger?
Companies demerge themselves. When they do, your shares in the original company now gives you more shares of other companies. The Sintex demerger gave you 1 ...
Economy
The Cost of Demonetization: Rs. 34,000 cr. in Lower RBI Payout, Likely from Interest on Excess Cash
The RBI will pay Rs. 306.59 billion (Rs. 30,659 cr.) to the government as a “surplus”. Versus Rs. 65,000 cr. in the previous years. Oh my goodness, ...
