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4402 ArticlesDeepak Shenoy

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The Government Will Pay For Small Debit Card and UPI Merchants

The government is starting to change the rules of the game for digital payments and debit cards. It has now decided to pay the fees that merchants must pay ...
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Charts: Inflation's Back. Sort Of. 4.88% In November.

CPI Inflation for the month of November 2017 came in at 4.88%, the highest in 15 months. As you can see there was a bit of a flatline last year and while the ...
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Macronomics: The Bond Market Warning You Should Be Aware Of

In Macronomics today, we take a look at what’s happening, quietly, on interest rates. So it turns out that things have rapidly changed in the last two ...
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[Guest Post] Bitcoin: The Future of Money?

This is a guest post by Rohit Shenoy about the “cryptocurrency” that’s doing the rounds: Bitcoin. Summary: Bitcoin, a digital or crypto ...
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Portfolio: Momentum Monthly Changes Replaces 10 Stocks. Sets Aside Cash For Later Buys

Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio. The performance of the portfolio since we started in ...
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Buying Stocks at 52 week Highs: Presentation and Summary

I presented at Investors’ Carnival recently. The idea was Buying Stocks at 52 Week Highs. We have some of the slides here. No one likes to buy at a high ...
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November Flattens Up for Markets, But Nifty's Still Up 25% in 2017

It’s been a flat November for the markets. The Nifty fell marginally, about 1.1% even if it recovered from a November 15 low. What’s interesting? ...
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Premium (Unlocked): The First Year of a New Momentum Portfolio Gives Us 64%

So here it is. We now celebrate the first anniversary of our new Momentum based investing strategy and its time to take a quick look at how it has done! Before ...
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The Sep 2017 GDP in Charts: 6.3% Growth But With a Falling Twelve Month Pattern

The GDP release for the September quarter has been interesting. It shows a 6.3% growth, which, by itself, would be a good thing. But you have to consider a few ...
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Premium: Wipro Gives Us That Buyback Juice Again – Bond Baba Looks At 8% For Next Month

Two of our buybacks get back to active mode. Remember, we exited Wiproearly at 302. And we are still in Infy. (Entry post) Some progress now, as both announce ...
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