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4402 ArticlesDeepak Shenoy

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Premium: Resetting The Momentum Portfolio, Closes Three Years at 34% CAGR

We are resetting our momentum portfolio. Please subscribe to know more ...
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Will I Lose All My Money To Tax When I Deposit Old 500 Rupee Notes?

Yesterday, RBI and the government banned Rs. 500/1000 notes. This was to reset existing black money to zero, as we showed in a detailed article. Banks are now ...
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Trumping Obamacare Doesn't Help Indian Pharma

President Obama will give way to President Trump, in a surprise victory that has roiled world markets. What will happen to President Obama’s Health Care ...
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Just How Many Rs. 500 and Rs. 1000 Notes Are There?

One Helluva Lot, it turns out. As of March 2016, nearly 14 trilion (lakh crore) rupees were in Rs. 500 and Rs. 1000 notes, now banned. That’s about 85% ...
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Black Money Is Dead. Long Live Black Money. (The 500/1000 Rs. Note Ban)

Image from clickittefaq.com. The RBI and the government have removed Rs. 500 and Rs. 1000 notes from the economy as legal tender. Meaning, if you have it, you ...
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Premium: Why Are So Many Companies Doing Share Buybacks?

There have been an enormous number of buybacks recently. We participated in the arbitrage with Bharti Infratel and BEL, both of which gave us 8%-10% ...
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Suckered: How a 4% Loan for Furniture Actually Costs You 12%

So my friend, let’s call him K, decided to go buy furniture and fixtures. He went to HomeTown and bought stuff worth Rs. 76021. And then there was a ...
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Aegis Logistics: Flat Q2 Results, But All The Growth Is Next Year

Aegis Logistics had flat results for Q2 2016 were absolutely flat, even with a 36% rise in revenue. They saw reduced profitability from their liquid terminal ...
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Premium: US Investigation Into Price Collusion Haunts Indian Drug Manufacturers

In a major setback for Pharma companies, Bloomberg has confirmed from its sources that U.S. Prosecutors have begun to make headway in the 2 year investigation ...
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Macronomics: Loan Growth At 22 Year Lows, And Housing Slowdown Will Hurt

The Macro world is about to explode. Because, you know, Trump. The golden haired politico has spooked markets, not because he's said something that will crash ...
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