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4402 ArticlesDeepak Shenoy

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Abeyaar #2: Book Value

In today’s Abeyaar, we’ll try and look at a phrase knowledgeable people keep talking about: Book Value. Amar: Oye, what is Book Value? Akbar: ...

Apr 23, 2018

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Banks Take a Hit, Shareholders Take a Bigger Hit: Electrosteel Steels Edition

In the first big public stock bankruptcy resolution, Electrosteel Steels has been declared bankrupt and has now been sold. Vedanta will now become the new ...

Apr 18, 2018

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Macronomics: The Silent Interest Rate Hike Happening Today

  India’s been trying to control some crazy moves on bonds. Yields went up to 7.8% recently – the government was paying a lot more to borrow ...

Apr 18, 2018

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Uncle Theta: SEBI Gets Physical on Settlements

Uncle Theta is back after a long while to talk about the changing regulatory world of derivatives. There is a new concept that you now have to ...

Apr 14, 2018

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Charts: Brokerage Accounts in India Grow 40%, Zerodha Now In Third Place

Today’s chart is about the rise of the number of active brokerage clients in India. We now seem to have about 83 lakh active brokerage customers.  (HT ...

Apr 07, 2018

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Charts: Nifty in FY18 Does Just 10% As March Takes The Index Down Some More

It’s the very end of the financial year, FY 2018. This may have sounded like a great year, but it’s really not that great when you tally the ...

Mar 29, 2018

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The Govt Will Borrow Lesser from Bonds Because We Still Love To Do PPF

It is now better for the government to borrow from your Provident Fund (PF) than to use bond markets. The government has, in an announcement, said that it will ...

Mar 26, 2018

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Chart: The Nifty, Adjusted for Inflation, Still Lower Than 2008

It’s interesting how inflation can be a killer. The 2008 high of the Nifty was 50% lower than the highs in Jan 2018. And yet, because of inflation, the ...

Mar 22, 2018

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Premium: Should You Sell Because of the Long Term Capital Gains Tax on April 1?

Should you sell shares now due the long term capital gains tax coming from the next financial year? For the most part, the answer is no. Selling shares right ...

Mar 17, 2018

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The Abeyaar Series #1: Evergreening

A conversation on Slack today on our Premium channel led to this explanation of the concept of “evergreening” loans by banks. So let’s say ...

Mar 15, 2018

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