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4402 ArticlesDeepak Shenoy

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On CNBC-TV18: Discussing Suzlon and Bharat Forge with Anuj Singhal and Ekta Batra

I was on CNBC TV18 two days ago, talking about Suzlon and Bharat Forge and so on: Some of the things I’ll add more on: For more about what we think on ...

Premium: Technicals: What About The Drop in Hero Motocorp after the Big Promoter Unloading?

We take an in-depth look into the chart of Hero Motocorp's stock. This post is for Capital Mind Premium subscribers ...

Introducing The Modi Index by Capital Mind

Ever since Narendra Modi was appointed the PM candidate by the BJP, speculation has been rife that he would come in and change India dramatically. What he has ...

The Food Corporation Of India Continues to be Overstocked by 2x

The Food Corporation of India continues to own stocks way above the required buffer limits. The redemption for us is that stocks aren’t really going up, ...

Premium: That New CPI Inflation Number Is Both Good and Bad

We write about what's good and bad about Inflation data this time out. This post is for Capital Mind Premium subscribers ...

Greece Talks Fail, Grandstanding By All Involved, But We Think Greece Will Win This Round

There has been a lot said about Greece, but you have to give the new government one thing: They have guts. The Greece talks failed on Monday, mainly because ...

Foreign Investors Pump In 44,000 cr. in Indian Markets in 2015

Foreign portfolio investors (FPIs) continue to buy Indian stocks and debt like they’re going out of fashion. In the first 45 days of 2015, they have ...

Macronomics: State Wise Homeownership Shows The Rural Urban Divide

We analyze the data behind home ownership in India. This post is for Capital Mind Premium subscribers ...

Portfolio: Adding an FMCG Stock

We're adding an FMCG stock to the CAPM Portfolio on a momentum move. This post is for Capital Mind Premium subscribers ...

IIP for Dec at an Abysmal +1.7% Gives Us Four Years of Nothingness

India’s Index of Industrial Production (IIP) for December 2014 came in at +1.7%, which continues the abysmal numbers in the recent past. At 182, the IIP ...