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4402 ArticlesDeepak Shenoy

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Monthly Moves: A Very Flat Nifty in Oct, and 10 Year Sensex SIP Returns Below 8%

October hasn’t quite lived up to its promise of volatility in the past, where it’s shown moves as much as -26% or +17%. This time we got just 0.2% ...
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Happy Diwali 2016! More Arbitrary Predictions Come Your Way

It’s time for the annual prediction post again. We are horrible at this, as you will first see in our report card. But as things go, this is one time you ...
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Bond Baba: Fight Those Demons, Harvest Those Losses [Happy Diwali!]

Happy Diwali folks! The festival of lights is among us. Let the kids enjoy their crackers and have their sweets. And be safe! All of us at Capitalmind wish you ...
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Sneakily, Indian and US Long Term Yields are Rising!

There’s something strange happening in India – and indeed, the world – with longer term rates and bonds. It looks like interest rates are ...
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Portfolio: [Stock] Bank Gets Into Long-Term

We have been keeping our hands off banking stocks, but we don't want to lose an interesting opportunity. An overall health check up shows us a few stocks which ...
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Courts Say No Toll and Noida Toll Bridge Gets Beaten Up

Noida Toll Bridge has just received a shocker from the Allahabad High Court. The court, hearing a PIL from Noida Resident Welfare Associations, has produced a ...
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Tax Data: Long Term Capital Gains Taxes Too Little To Offset STT, But Could They Do It Anyway?

Should the Government Reintroduce Long Term Capital Gains Taxes? New Income Tax Data shows it would be a waste of effort. Except for one thing. Read on. The ...
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Portfolio: [stock] Stay or Exit?

Yes, the stock is a huge loss for us, but look at it from a portfolio level. Even if it lost 50%, the overall portfolio gain, as of Oct 27, will be 17.91%. ...
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Portfolio: Adding [stock] on Awesome Results and a Big Breakout

We add to our momentum portfolio. The stock has already moved up by 7% in a single ...
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Cyrus Mistry Replaced as Chairman of Tata Sons, Ratan Tata Takes Over

Cyrus Mistry has been removed from the helm of the Tata Sons businesses. In a tersely worded press release, the Tata Sons’ board, which oversees ...
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