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4402 ArticlesDeepak Shenoy

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We Won’t See Rate Hikes Stopping Soon

Deepak Mohanty, ED at the RBI talks about inflation and its dynamics. I’d like to discuss part of that article, where he talks about the Inflation trajectory ...

NHB removes pre-payment penalty by Housing Finance Companies

If you have a loan from a housing finance company like LIC Housing Finance or HDFC, you will feel a little bit better knowing that the HFC regulator – ...

Chart Of The Day: Reserve Money Growth Slows To 12.87%

I’m going to repeat this chart (see last time) as there are interesting things we are seeing. I’ll repeat the chart’s description: Reserve Money is the ...

Primary Articles Inflation Back Up to 11.18%

After four weeks of slowing down, primary articles inflation has perked up again for the week ending 8 October, to 11.18%. Note that this can later be revised. ...

Greenlight Capital’s Detailed Presentation on GMCR

On Monday, Greenlight Capital (of David Einhorn fame) threw up a presentation  on a stock that was, before that day, an investor darling: Green Mountain ...

HDFCBANK Q2 Through the Roof, 30% EPS Growth

In another magnificent display HDFC Bank takes its EPS up 30% in what others would call a tough environment. The stock was up 3% on a very smart rally in the ...

Chart Of The Day: How far is Tata Motors DVR away from the stock?

In 2008, Tatamotors issued shares with Differential Voting Rights (Symbol: TATAMTRDVR) to shareholders in a rights issues (one DVR for every 6 shares, and also ...

TCS Q2 EPS Up just 6%, Revenues up 25%

TCS Results yesterday were not spectacular and the stock went down more than 8%. A quick look at the financials: In comparison with Infosys, TCS has a higher ...

Hero MotoCorp Q2 EPS up 19%

Hero MotoCorp (earlier Hero Honda) has announced decent results with a revenue growth of 28%, and EPS growth of 19.39%. After a slowdown of sorts in the 2010 ...

MV Chronicle: Not about “More Winners Than Losers”

In the MarketVision Chronicle, I speak about focussing on the right metric. Registration required, free. You’ll get the newsletter on email once a week, and ...