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4402 ArticlesDeepak Shenoy

47 / 441

Macronomics: That Slowing Bank Credit Growth Again…

In Macronomics today, we find that banks are hurting heavily on multiple fronts on their lending side, though real estate is still taking more credit. But ...
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GDP Growth at a Surprising 7%, Government Spends Up 20% in Q3 – What Demonetization?

India’s GDP data is here. You might not believe it, but it’s here. The numbers are interesting. Nominal growth was up about 10%. Real growth ...
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Charts: Nifty Does 8.5% in the First Two Months of 2017, The Second Best Year since 2000

The markets have had a phenomenal run. They closed Jan with +4.6% on the Nifty and the Feb return has followed up with +3.7%. The year, till now, has returned ...
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How You Should Bid in an OFS (Offer For Sale) Issue

An offer for sale is an event where a company's promoter or big shareholder seeks to sell its shares on the stock market. Typically, these offers are made at a ...
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Why Taurus MF Has Decided To Let You Sell Units But Not Buy More: The Ballarpur Default

Taurus Mutual Fund, which saw a few debt funds lose a packet on their NAV when Ballarpur was downgraded to default, has done something interesting: They will ...
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Ballarpur Downgraded To Default, and Taurus Debt Funds Get Whacked

Edit: We have updated the post with a few corrections. Ballarpur Industries shocked investors in Taurus Mutual Fund on Wednesday. The relatively ...
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Charts: A 50% Move by Smallcaps in a Year, The Market Still Doesn’t Feel Like a "Top"

With the Nifty touching 8950 today, it’s been a vertical rise since December. And in fact, since February 2016 if you discount the down-move during ...
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Portfolio: We Buy Another Lot of the Momentum Portfolio, Replacing Two Stocks

On Monday we added the last tranche of the momentum portfolio and did two ...
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Bond Baba: You Can Use Tax Free Bonds For Tax Loss Harvesting

Making a loss without actually losing money sounds like a good idea, for tax purposes. We’ve looked at two mechanisms: Harvesting Losses by selling long ...
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Arb Funds Owned 2300 Cr. of HDFC Bank Which Went Berserk On RBI Drama with Foreigner Trades

HDFC Bank saw some crazy action on Friday. Here’s the 5 minute chart: Why did this happen? HDFC Bank couldn’t be bought by FIIs earlier. Because ...
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