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4402 ArticlesDeepak Shenoy

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Very Important Items to be Added in the WPI

Business Standard: Mobiles and Digicams to be added to WPI (HT commenter Bingo) Over 300 new items such as mobile phones and digital cameras would figure in ...

Nifty Breaks out at 4800?

Nifty closes at 4782, a 15-month closing high and a pretty strong close. Are we out of the woods? From a yearly high perspective, it seems like a strong ...

Inflation rearing it's ugly head? Or a head fake?

A quick look at the latest inflation chart: (Click for a larger image) We’re just a tad off the all time highs in the WPI. What happens now? Two ...

Nifty more than 30% away from the 200DMA

Looking at the Nifty with it’s 200 day moving average (200DMA) produces a story of extremes. (Click for a larger image) Distance % is the difference with ...

Quick Nifty PE post

A quick take on the Nifty P/E and EPS growth till now: (Click for a larger image) At the 4700 levels we are at a P/E of 20.94, which translates to an EPS of ...

SoS: Rollover, Crappy Performance and A Holiday

Rolling over all positions from the Short Only strategy as is. No change in my outlook from a fundamental perspective, though I’m close to stop losses on ...

BDI drops 30% in Aug, Nat Gas at Seven Year Lows, Copper Climbs

Amidst glorious stock market movements and fantastic upturns, it’s evident that any negative news is going to be looked at with scorn. Still, it’s ...

HDFC issues 4000 cr. debentures, 300 cr. worth warrants

HDFC is looking to sell a 4000 cr. non convertible debt issue to institutions. There are two parts – two year debt of 2000 cr. at a yield of 7.15% ...

Another Gilt Auction devolves

RBI’s 12,000 cr. auction today was undersubscribed – meaning, not enough buyers – to extent of 912 cr., or 7.6% of the auction amount. This ...

Gilt Fund – Getting out half – yield at 7.18%

I’ve been holding on to the gilt fund for a while and I’m sick of it – the yields are going up and prices are falling. At 7.18% it’s ...