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4402 ArticlesDeepak Shenoy

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The Commerce Ministry Is Not Going To Devalue The Rupee

There’s some brouhaha that the Commerce Ministry wants to devalue the rupee somehow, and will recommend it in some fashion. The news has been denied by ...
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That BEL Arbitrage Gets A Record Date

We had an 8% arbitrage opportunity in Bharat Electronics Limited (BEL) which we spoke about in detail. What this ...
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80% of August Mutual Fund Inflows Were In Arbitrage Funds, Retail Investments Are Lower Than Reported

We wrote recently that Equity funds have seen a massive inflow in August. Thanks to timely tweets by Aashish Sommaiyaa (CEO, Motilal Oswal Mutual Fund) and Dr. ...
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Our Fixed Income Bond Mutual Fund Portfolio, Revisited: Bond Baba

We had two fixed income portfolio posts since 2014, and it's probably time for another one and an ...
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Bond Baba: Why Are There Two 10-Year Bonds With Different Yields?

Bond Baba goes into some theory today. There are apparently two 10 year bonds, both maturing in 2026. One has a 6.97% coupon and the other, a 7.59% coupon. ...
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Inflation Surprise With Drop To 5%, Veggies Save The Month

Consumer Price Inflation for August 2016 was a surprise – a low 5.05%! This is due to flattening food inflation and a higher base last year. The biggest ...
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Just a 1.7% Fall Isn't a Crash: A Nifty Perspective

The market sell off today was more or less expected. With the 2% fall in the US indexes on Friday people have been spooked because of the following reasons: Oh ...
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Broad Market P/E Ratio Update: Expectations Get Even Higher

The Nifty 500 Price to Earnings Ratio is something we get asked about all the time. And here it is, on a weekend where people suddenly believe there might be a ...
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Walmart Pulls Off Welspun's Sheets But Will Continue Relationship

After an abrupt termination of a decade long relationship by US retailer Target, Welspun seems to have hit a wall with the giant retailer Walmart as well. ...
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Portfolio: It Helps To See Coffee Futures Making New 52-Week Highs

Coffee Prices seem to be perking up! And that's going to help certain ...
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