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4402 ArticlesDeepak Shenoy

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Bond Baba Is Pleased With The SRTRANSFIN Bond's 12% Return

Bond Baba is a happy Baba today, thanks to Shriram Transport Finance. Some of you will remember the awesome 12% yield that appeared in these bonds in July this ...
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Premium: Capitalmind's Do-It-Yourself Wealth Allocation Strategy

A lot of questions have come in about how to allocate money to stocks or bonds or anything interesting. Here’s a structured way to look at it. (Warning: ...
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Another Voluntary Cash Disclosure Scheme with 50% Tax, For Cash Deposits. Pay 80%+ If Caught.

The government has proposed changes to the income tax act about “unexplained cash deposits” in bank accounts.   Let me interpret: You need to ...
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Again: How We Should Curb Black Money by Cutting Tax Exemptions in Real Estate

The fight against black money needs a serious rethink. The demonetization of 500 and 1000 rupee notes won’t help that much. If you have black money, ...
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RBI Increases CRR, Takes 300,000 Cr. From Banks For No Interest For A Fortnight

The RBI has decided to go ballistic on liquidity. There’s just too much cash in the system. People deposit money and there are withdrawal limits, so cash ...
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Macronomics: What is Reverse Repo and How Are Banks Dealing With Too Much Money?

The banking system is going through a totally crazy time. People have deposited over Rs. 500,000 cr. in two weeks since demonetization was announced. Since ...
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Chart: Bank Credit Growth at Lowest In 20 Years

As of November 11, Credit growth in India has fallen to the lowest level in over 20 years. And this is before the demonetization hit (which came on Nov 8, so ...
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Bond Baba: Those Long Bond Funds Gave Us a 24% Return, And It Might Just Last Longer

Bond baba is back and quite happily so. Fixed income is the new equity. The recent massive rally in bonds has made it that bond funds have beaten equities ...
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Introducing the Strong Stock Portfolio: 30 Stocks That Show Promise

Are markets down? Yes. Are markets going to stay down? Probably for the short term. But will they stay down forever? No way. In times like this we want stocks ...
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Foreign Investors Sell 24,000 cr. in November So Far

Foreign investors are selling Indian stocks and bonds. They’ve sold over 12,000 cr. of equity and about that much in the debt markets, for a total exodus ...
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