Capitalmind
Capitalmind

4402 ArticlesDeepak Shenoy

365 / 441

Restarting SoS: ICICIBank, HDFC, RelInfra, Nifty

I’m restarting the Short Only Strategy. After a pretty good bull run, there seems to be some weakness. I think I may be too early; this of course has no ...

New Tax Code: EET Regime and Tax Saving Schemes

The new Direct Tax Code is out (full draft) and proposed to cut taxes dramatically starting 2011. From a current slab of about 1.6 lakh, 3 lakh and five lakh ...

Borrowing to buy IPOs – Another Bubble in the making

LIvemint/Reuters: Brokers making costly loans to IPO speculators Mumbai: Indian brokerages are borrowing ultra short-term money at almost twice the market ...

Paulson, ethics waivers, Goldman and the AIG bailout

From the New York Times: “I operated very consistently within the ethic guidelines I had as secretary of the Treasury,” Mr. Paulson responded, adding that ...

Bank Credit Growth lowest since March 2004

RBI releases the total bank credit every fortnight. The latest total bank credit value (Food + non-food credit) adds up to 27.77 lakh crore. But you gotta look ...

NHPC IPO: P/E of 36

I’ve had some mail requesting for comments on the NHPC IPO. First note: the IPO is already 3x oversubscribed, with only one day of the IPO through. Only ...

Buffett: Winning With Government Support

Rolfe Winkler on Buffett’s Betrayal: Today, Buffett remains famous for investing The Right Way. He even has a television cartoon in the works, which will ...

RBI rejects all bids in bond auction

The RBI was supposed to sell another 12,000 cr. worth of bonds today. In anticipation, the yields had moved to 7.09% yesterday. And today, this happened: The ...

Yet Another Inflation Update

Time for an inflation revision. Latest is -1.58%, but the graph doesn’t look like it’s falling very much. (Click for a larger image) What’s ...

Another Great Trading Move

Once in a while you see a signal. Of euphoria, or panic. This time I’m seeing it again – the euphoria. It’s a great trading move – the ...