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4402 ArticlesDeepak Shenoy

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Currency Futures May Be Here Soon

From Mint: The government could soon allow exchange-traded futures contracts on the rupee-dollar exchange rate in an effort to provide companies with a ...

Black Money Cushioning Real Estate

Swaminathan writes: But Indian borrowers do not walk away from their homes — and loans — if prices dip. This is because a large proportion, often half, of ...

BHEL: Results Out, Nothing Spectacular To Report

I’d mentioned BHEL around April 2 last year, when they announced fairly good results. Today they announced their provisional results. The EPS growth is ...

Old Is Gold But ETFs Are Better Gold

From Prerna Katiyar, in an ET Article: Unfortunately, most of us think quite like Mr Gupta. That is, if we had purchased gold at, say, Rs 10,000 (per 10 gm) ...

Dishonest Truths

Ajit Dayal’s latest article in “The Honest Truth” talks about how Quantum, the mutual fund house he owns, invests in “value”. I ...

SEBI Tightens the Screws On Brokers

SEBI’s new proposed rules for brokerages include very strict guidelines on how they should work with their clients. Some salient points. The ...

Companies must show mark-to-market losses on Derivatives: ICAI

The Institute of Chartered Accountants of India (ICAI) has announced that companies holding derivative contracts must provide for losses on them on a ...

The End Of The Road For Ambac and MBIA?

This is a non-India post. But it has some significance to the Indian markets. Ambac and MBIA are bond insurers in the US – called “monolines” ...

Inflation at 6.68%

The latest weekly release of the WPI Index, according to the Economic Times, is at 6.68%. This is the highest we’ve seen for a while. High inflation is a ...

Teledata – Proves my low P/E idea wrong!

A reader commented on my Mudra post: Deepak..nice analysis. I remember your succesful calls like BHEL and after a long, long time, you have given a stock idea. ...