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4402 ArticlesDeepak Shenoy

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Infy Results: Better than Expected, Greater Efficiency Visible

Infosys results for Dec 2014 are out, and we’re going to quickly cover them with just charts. They’ve surprised on the upside: EPS Growth on a ...

Portfolio: A Stock That Made New Highs While Markets Retreated

One of the stocks that’s done really well in the last month is Bharat Electronics. Here’s the chart: The stock shows strength in RSI and has a ...

Interviewed at ET Now: My take on Defense, Auto and Large Cap IT

I was on ET Now today, and I spoke of a few things that might be of interest. 1. Defence stocks are a longer term bet: It may not come in the short term but ...

First Shale Oil Bankruptcy as Crude Touches $50

The first shale oil related bankruptcy came through on Sunday: Austin-based WBH Energy Partners told a Texas federal bankruptcy court this week that its ...

A 3% Down Day Wakes Up A Docile Market After More Than A Year!

The last time Nifty Lost 250 points….or, rather, 3% in a single day, was 328 trading days ago: The last big down day at 3% was in August 2013. And look ...

Optionalysis: Time to Go Short This Stock?

Is it time to short Cairn (again)? In the wake of Brent crude hitting $52 and WTI going under $50? Cairn’s chart looks awful: The 20 DMA resistance is ...

Video: Stan DruckenMiller on Amazon Vs. IBM and Other Things

In a comment to what seems to be a “blockbuster” post on Capital Mind (over 14,700 hits yesterday, the highest ever single day page view count) ...

The Nifty in 2014: The Best Year Since 2009 Ends With The Second Worst December in a Decade

We haven’t done this in a while, so here goes: The Nifty Monthly Returns for December was a shocking -3.6% which was the first negative December since ...

The Inflexion Point for the IT Service Industry (Long)

This is a long post. It’s meant as weekend reading, and I would love to hear your thoughts: deepakshenoy at capitalmind.in or comment on this page. ...
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Macronomics: You're Not Going To Believe How Much Banks Have Loaded On This Sector

You know what’s scary? This statistic: Home loans are the second largest sector for bank lending in the last year, after large industry, in all non-agri ...