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4402 ArticlesDeepak Shenoy

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Momentum Portfolio: One New Position and A Exit

In what has been a very interesting day, we do an entry and exit into the Momentum ...
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Credit and Deposit Growth At Multi Decade Lows in India: The Economy in Charts

So inflation is falling, they say. It’s claiming one victim, for sure. And that is in growth in deposits and credit.  Credit growth – that is, ...
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Bond Baba Is Looking At Stocks, But Why? (Bonus Stripping)

Bond Baba notes that if you own HPCL shares on September 13, 2016 you will get 2 shares for every share you own as a "bonus". Why should Bond Baba care? It's ...
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How Much Do Banks Love Their Mutual Fund Subsidiaries?

Have you wondered if banks would only suggest their own mutual fund companies? If you go to an Axis Bank branch, would they only suggest an Axis Mutual fund ...
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Guest Post: BoB Starts Rating based home loans – What does it mean?

This is a guest post by Aditya Mishra, CEO of SwitchMe, an online mortgage refinance service.  Bank of Baroda recently announced that it will now set the home ...
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Bare Necessities: Jungle Book Looks Like A Big Mover For PVR Earnings

PVR is India’s largest multiplex chain with over 500 screens and interesting data release from a related source tells us this might be a very good ...
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Long-Term Portfolio: Backing Another Plantation Stock This Time

We've just decided to buy into . We already have a plantation stock and is the second one, because prices of plantation crops like Tea and Coffee are ...
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Bharat Forge Promoters Bought Shares For Themselves at Par in Defence Subsidiary: Part 2

After Bharat Forge was caught having reduced its ownership in its key defence subsidiary, Kalyani Strategic Systems Limited (KSSL),  from 100% to 51%, the ...
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Bharat Forge Quietly Sells 49% Stake In Defence Subsidiary, SEBI Should Mandate Disclosure

Bharat Forge fell today after a note from CLSA that said it was “surprised” that the company had sold stake in it’s defence subsidiary, ...
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The Premium Portfolios Are Up More Than 30% : Performance Analysis

Markets are a business where many people, even long-term investors, shout from the rooftops when a stock is up 2%. We do it every once in a while, but we ...
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