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4402 ArticlesDeepak Shenoy

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What Does It Means When SEBI Says No More P-Notes on Derivatives?

SEBI has banned the use of P-Notes for foreign investors to trade Indian derivatives. To understand what this means, you have to first know what P-Notes are. ...
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Premium (Unlocked): A Lazy Uncle Theta Gets 1.6% on June Double Ratio Diags

“Hamburgers: the cornerstone of any nutritious breakfast.” – Jules Winnfield, Pulp Fiction “Sideways: the cornerstone of any ...
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Just 5 Big Business Groups Can Bring The Banking System To Its Knees

RBI has a macro-stability report on its site and in there are some interesting gems. One of them is this juicy little factoid: That the top five borrowers can ...
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Portfolio: A 2 Stock Rejig in the Momentum Monthly Change

We have juggled around two positions for the month of July. Remember, the Momentum portfolio has a rejig once a month, typically the first ...
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Nifty is up 16% in 2017 despite Bad June, 10 Year SIP Returns at 8%

It’s half the year! And the Nifty has already returned more than 16% in 2017. June was however the first negative month in the year, with a -1% return on ...
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Premium: The Aditya Birla Nuvo – Grasim Merger Throws Up An Interesting Business

Today we analyze the Grasim – Aditya Birla Nuvo Merger. There’s a piece in there that we like, but the important lesson here is: They will confuse ...
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Bond Baba: The Buyback on Bonds and How To Tender Them

Earlier this year, we spoke of bonds with put options. In there we spoke of an L&T Bond (N2) that has a buyback option at Rs. 1687 on December 4, 2017, ...
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Humour: Of Investment Bankers Taking Uber Pools and Managing Your Money

For the first time in years, we have the idea of bankers selling you the bad stuff featuring in stand up comedy as well! (HT ...
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Optionality: What You Are Unsure Of Might Just Make You Win

We were returning from Goa. It was a long drive back – and at 11 pm we were hungry. The choices, just after we passed Nelamangala were: go through the ...
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RBI Allows You To Complain About Bank Misselling, Doubles Bank Penalties To Rs 20 Lakh

RBI has finally decided to give bank customers a place to complain about mis-selling. The banking ombudsman – an RBI level complaint if you aren’t ...
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