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4402 ArticlesDeepak Shenoy

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#Linkfest: The LEEL-Porinju Saga, TVS and NIITTECH’s Potential Deals, IL&FS Wants To Clawback Principal Repayments

At Capitalmind Premium, we have a very active Slack channel where we discuss a lot of interesting topics. In there, a number of interesting links come our way. ...
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Opinion: Why Is SBI Selling the Essar Steel Debt, One Day Before A Court Decision On The Resolution?

The bankruptcy proceedings of Essar steel have an interesting twist. Remember the way it’s gone: The Ruias are the promoters of Essar Steel. Essar ...
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Charts: Inflation is at 2.19% Through Core Inflation Remains at 5.7%. Will They Cut Rates?

What a come down it has been for Inflation. The number that we’re seeing is 2.19%, a very low headline for what has been one of India’s biggest ...
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The Diwali Impact on IIP Makes Industrial Production Numbers Look Strange In October and November

We know there’s something called the Index of Industrial Production (IIP). This collects data of actual production (not prices) of various things – ...
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Premium: An Expensive Bandhan Buys An Expensive Gruh. Is the Combined Entity Attractive?

Bandhan Bank, built out of the performing Microfinance company, is now buying a small housing loan company, GRUH Finance. This is a deal that’s taken both ...
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#Linkfest: The Bad Auditors, Taxmen Hating Refunds, Maruti Leaves Gurgaon

At Capitalmind Premium, we have a very active Slack channel where we discuss a lot of interesting topics. In there, a number of interesting links come our way. ...
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ONGC First Gets Forced To Buy HPCL and Now, To Buy Its Own Shares Back

We have some big big numbers here. This is, in fact, the summary of the borrowings of ONGC during FY17-18. In Fy16-17 they had no borrowings. In fact, during ...
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The Macro in 2018: The Rupee, Banks Rescuing NBFCs, Low Inflation and Central Bank Insanity

As 2018 comes to a close, the macro seems to have become interestingly important. The most important thing this year seems to have been the oil and the rupee. ...
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Abeyaar: RBI Is Hoarding Too Much Capital And Can Pay A Chunk To The Government

The Government’s asking the RBI for money, and saying it has too much capital. The conversations around this are of this sort: Oh man the government is ...
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Uncle Theta: The No-Downside Strategy for 2019 – Nifty Returns if it Rises, No Loss if it Falls

We’ve been talking about our “No Downside Strategy” for a few years now. Basically, how do you get the Nifty Upside but don’t lose if ...
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