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4402 ArticlesDeepak Shenoy

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Macronomics: QE Taper Will Not Affect Emerging Markets Unless Excess Reserves Stop Ballooning

This is a post for Capital Mind Premium subscribers, sent on 2 May 2014. The US Fed has decided to taper down debt purchases as part of it’s QE3 by another ...

Optionalysis: Writing Options Fraught With IV Rise Danger, But Risk/Reward Favourable

This is a post for Capital Mind Premium subscribers, sent on 02 May 2014. You might think the Vix is high, at 33. Or that implied volatilities look very high. ...

Whatever Will Be, Will Be 20% Up!

In December 2013, I was looking at this stock: At the point of the purple arrow, the question was: would I buy? The answer, at the time, was: Why not? All time ...

Optionalysis: Nifty Looks Poised For A Trend Change

This is a Capital Mind Premium subscriber post, sent on 30 May 2014. Be Careful. Option trading is largely focussed on the Nifty. The Nifty has suddenly turned ...

Premium: Webinar Recording is Up; Bonus Charts of Smallcap Outperformance

This is a post for Capital Mind Premium subscribers. The recording for Saturday’s webinar is at: ...

Monthly Moves: April Stagnates, May is Traditionally Volatile

In Monthly Moves we notice that the Nifty has slowed down, with April being a stagnating month, giving a -0.1% return on the Nifty and +0.1% on the Sensex. ...

The Negatives of the Reliance My Gold Plan

There’s a new investment idea in town. The Reliance My Gold Plan allows you to buy gold through “Daily averaging”, by taking a (minimum of) Rs. 1,000 ...

Sun-Baxy Deal Dinged For Insider Trading

The SunPharma-Ranbaxy deal has hit a little snag. The Andhra Pradesh High Court has temporarily stalled the merger, asking SEBI and stock exchanges not to ...

Nifty EPS growth at 7%, P/E at 19

After many results have come in, the Nifty EPS (earnings per share) calculated on a standalone basis is at Rs. 355. This has moved from a base of Rs. 209 five ...

Strides Up 12% on FDA Approval, Portfolio Gains

This is a Capital Mind Premium post, sent on April 26, 2014. Strides Arcolab has seen a surge in its stock price on news that the FDA continues its approvalfor ...