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4402 ArticlesDeepak Shenoy

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RBI Allows 60 Day More Time for Small Borrowers. This is NOT a Corporate Bailout.

In view of the major change in the economy due to the withdrawal of 500/1000 notes, the RBI has decided to give finance companies a reprieve on recording NPAs. ...
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The Long Term Portfolio: Summary Of Q2 Results

We have a bunch of positions in the Long Term Portfolio and here's an update on all their ...
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Macronomics: How Much Does India Use Cards Versus Cash? A Data Summary

How much of India’s Liquid Wealth is in “Cash”? We all know that the demonetization drive has impacted India but let’s take a look at ...
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Portfolio: We Add This PSU Firm To Our Momentum Portfolio

We add this finance PSU to our momentum ...
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Will The Cash Crunch Cause The Indian Economy To Contract?

All that anyone seems to be talking about is the demonetization drive. Essentially, this involves invalidating the Rs. 500 and Rs. 1000 notes, and asking ...
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Premium: The Strategy To Buy Stocks When Everything Is Falling

Investing in markets like this is scary. Because everything’s moving! Today we’re going to make a quick note about How to Actively Invest in Fast ...
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Cash is Not Bad. Do not Attack Cash as a Medium of Transaction

I wrote a long series of tweets about cash: Cash transactions are not as bad A few things to add: Cash transactions are not useful for long distance ...
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Macronomics: The Dangers of a Rising US Rate and the Loss of Indian Trust in Rupee Notes

We just just had a perfect storm, or something close to it. Trump became president and Modi did something unthinkable – a surgical strike on cash. ...
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Bond Baba: What Demonetization Will Do To The Bond Market

Bond Baba is quite happy with this demonetization thing. Or whatever they call it because there will be no demonetization to speak of anyhow. Please read our ...
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Will the Government Get a Big Dividend From RBI After The Notes?

There is some confusion on how the note derecognition issue will result in a huge bonanza for the government. The idea is : Rs. 500/1000 notes are no longer ...
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