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4402 ArticlesDeepak Shenoy

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Gold Imports and Korea: You Gotta Hand it to our Love of Loopholes

So this story is worth a tell. India has this major problem with gold imports. So they introduce a 10% import duty on gold. But then, India also has ...
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Premium: A Benevolent Tata Sons Gives a Big Profit Jump & Debt Reduction to Tata Chem & Tata Global

Tata Chemicals is about to get a Rs. 900 cr. bump up in profit. Tata Sons, the big private holding company of the Tatas, now run by TCS ex-CEO N. Chandra, ...
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Charts: Cash Remains King, But Indian Payments Surge through NEFT, IMPS and Mobile Banking

Today in charts we track the status of cash and payments in the economy. After reducing the cash in the system to nearly half through demonetization, the RBI ...
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The Tale of Two Stocks That Went Up 10x Because of a Good Story

In a discussion on Capitalmind Premium Slack, we started speaking about investing on stocks based on stories. Sometimes you hear a story – that something ...
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Macronomics: Why Did RBI Print Rs. 83,000 cr. To Buy Dollars?

Today in Macronomics we consider an interesting point: RBI’s actions on the rupee-dollar, after demonetization. They’ve been buying dollars. A lot ...
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Experiments with Uncle Theta: That STT Option Exercise Rule

Uncle Theta has had a fun time with an interesting strategy on Thursday. NSE helped option buyers from having to pay obscene amounts of Securities Transaction ...
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Charts: Nifty in 2017 is still up 21% after lowest monthly return in August

It’s time for our quick monthly stat: Index performance. Indexes went negative in August, with the Nifty losing about 1.6% in the month. That’s ...
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RBI Annual Report Reveals It Got Back Nearly All The Banned Notes After Demonetization

We wrote earlier this month that the cost of Demonetization was Rs. 34,000 cr. after a much lower dividend from the RBI. We even written in November 2016 that ...
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The GDP In Charts: Lowest Growth In Four Years as Economy Decelerates

We seem to have a problem. The GDP data that we’ve got is bad, with growth going to a low 5.7%. This is the lowest GDP growth number since March 2013, ...
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DLF Promoters Will Sell Stake. And Then, Buy Stake. What's the Deal?

DLF finally announced something that it had announced 8 years ago, but it hadn’t completely happened yet. (But it’s not yet final anyhow, so the ...
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