Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial

4402 ArticlesDeepak Shenoy

23 / 441

Charts: Inflation Drops to 2.05%, Even Lower Than What RBI Projected a Week Back

There is something to be said about inflation. It’s a number that is stubbornly refusing to rise. January inflation came in at just 2.05%, a near-two ...

Feb 12, 2019

Charts.png

When the Buyback is the Only Buyer in Town, OCCL Edition

Oriental Carbon and Chemicals recently announced a buyback – a very tiny one, at Rs. 35 crore, at a maximum of Rs. 1150 per share. The buyback was  ...

Feb 11, 2019

OCCL-1.png

Macronomics: Credit Data Shows A Potential Industrial Revival and Green Shoots on Growth

It’s been a while since we’ve looked at the macro. What bank credit data is showing is very interesting, and possibly a distance away from whatever we are ...

Feb 08, 2019

Premium-Image.png

Jubilant Backtracks From Paying Promoters For Brand They Don’t Really Use

Jubilant Foodworks and Jubilant Life Sciences are companies owned by the Bhartias, who’ve run them well so far. Yesterday they did something strange – ...

Feb 06, 2019

Jubilant-food.png

Video: On Bonds, the ZEE , DHFL and IL&FS Crisis at TC2019

I was at Traders’ Carnival TC2019 at Noida, and I spoke on the Zee and DHFL issues, along with the IL&FS crisis. Also in it is a primer on bonds: ...

Feb 04, 2019

Video: Views on the Budget

A quick look at the stuff that’s happened in the Interim budget: Also this is shot at our new office, which is a bigger and better place to work. ...

Feb 03, 2019

Budget-2019-Interim.png

Middle-class Indians Receive Tax Sops in Interim Budget 2019

Finance minister Piyush Goyal sprung a surprise in the interim budget that he presented in Parliament on 1st February 2019 by announcing that no tax will be ...

Feb 01, 2019

Budget-2019-Interim.png

Budget2019: A Quick Look at What Happened

We’ve live tweeted the Budget 2019, the interim budget till the full one in July after elections: (Click it for the whole thread) Live tweeting the ...

Feb 01, 2019

Budget-2019-Interim.png

Living Easy, Living Free: The Beast They Call NHAI and Its Debt Burden

In a very interesting article, Sanjay Bakshi takes on the National Highways Authority of India (NHAI) – Read: A Highway Of Debt Sanjay says this of the ...

Jan 25, 2019

NHAI.png

Premium: By The Numbers – Why L&T’s Buyback Was Rejected, And Why It Isn’t Such A Big Deal

L&T had announced a huge buyback – of Rs. 9,000 cr. – of the company’s shares on a tender offer at Rs. 1450 per share. SEBI’s taken ...

Jan 21, 2019

Premium-Image.png

Join Capitalmind Premium

Starts at ₹1,999/mo

Get access to our equity, fixed income, macro and personal finance research, model equity and fixed-income portfolios, exclusive apps, tutorials, and member community.