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4402 ArticlesDeepak Shenoy

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Aadhaar Now Mandatory For PAN and Tax Returns, But Where's The Capital Gains Clarification?

You now have to apply for an Aadhaar number if you don’t have one already. From July 1, 2017, you will need to link your Aadhaar number with your PAN ...
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Portfolio Review: Do we have alpha in Momentum?

In November of last year, we rejigged our momentum strategy. We started a “Strong Stock Portfolio” which then become our primary Momentum Portfolio in ...
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Charts: Merchandise Trade Revives, Service Exports Disappoint

India’s Exports for Feb 2017 show a deficit of about $8.9 billion, but the low base of Feb 2016 allows us a big increase in annualized terms: Average ...
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Now Free: How Other Funds Handled The Ballarpur Debt Default, and Why You Need To Exit Some Of Them

The Ballarpur Default had one big victim: Taurus Mutual Fund. But Taurus owned just 100 cr. or so of Ballarpur Debt. Was it the only Mutual Fund to have been ...
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IPO: DMart is a Wonderful Company, But With All This Excitement….

What’s to not like about the DMart IPO? This is a relatively small one (only 1870 cr.) with a price of around Rs. 299. That’s about 6.25 cr. shares ...
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Charts: People Are Drawing Rs. 30,000 cr. Per Week As Cash Limits Ease

All that cash that went back to banks because of the demonetization of Rs. 500/1000 notes is now starting to flow out again. We’d been initially told ...
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The Docomo Saga: RBI Says No to Big Tata Payment, Deal Hit By Archaic FEMA Rules

The RBI refused to allow a dispute between Tata and NTT Docomo to be settled, by objecting to the terms of the deal in the Delhi High Court. But what really ...
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Portfolio: The March Rejig of the Momentum Portfolio Weeds Out Losers, Rides the Winners

We’ve had some changes in the momentum ...
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Portfolio: The Dividend Yield Portfolio Returns 31% and Gets a 7.2% Yield in 14 months

The Dividend Yield Portfolio has been doing well with a 31% return since Jan 2016 (when we started it). And we had a 25% loss in one stock (Noida Toll Bridge) ...
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There's a Short Squeeze In The Bond Market As PSU Banks Outwit Sophisticated Foreign Bank Desks

The bond market cries: Short Squeeze! Of course, we equity players know that short squeezes are different and massive. This one wasn’t huge, but ...
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