Deepak Shenoy » Capitalmind - Better Investing

The Simplified Version of Why TCS has to Pay Epic $940 Million For Stealing Data

TCS has been fined $940 million – around Rs. 6300 cr. at current USD to INR levels – for stealing documents belonging to Epic Systems. This ...

Deepak Shenoy

Apr 18, 2016

Portfolios: We Add Two More Outliers to the Momentum Portfolio

As markets go berserk again, our Momentum Outliers show two more encouraging ...

Deepak Shenoy

Apr 14, 2016

Guest Post: Kaveri Seeds Update Part 3, The Royalty Mess Continues

In two posts earlier, our guest Ravi Duggirala has mentioned about the issues at Kaveri Seeds. This one is a follow up. Please read: The Royalty Mess at Kaveri ...

Deepak Shenoy

Apr 13, 2016

Six Years of Nothingness: The Nifty or Gold, Adjusted for Inflation, Have Been Lousy Investments

Let’s take the Nifty. Let’s assume you invested Rs. 10,000 in it in 2000. Now Rs. 10,000 could have bought a certain set of items then. Then the ...

Deepak Shenoy

Apr 11, 2016

Macronomics: Forex Reserves Hit A High After March, But Rupee Depreciation Looms Over The Horizon

In Macronomics today: • Forex reserves rise to $360 billion, the highest ever, with over $13 billion added in March 2016 alone • Rate of growth is ...

Deepak Shenoy

Apr 11, 2016

Portfolios: Adding [Stock]

...

Deepak Shenoy

Apr 08, 2016

The RBI Policy: More Money Printing Needs Banks To Get Nimble Fast

The RBI, in it’s policy yesterday(April 06, 2016), reduced rates by 0.25%. The new rates are: The Repo rate is 6.5% (from 6.75%) The Reverse Repo rate is ...

Deepak Shenoy

Apr 06, 2016

RBI Policy: Why Will The RBI Buy Bonds or Dollars And Infuse Liquidity?

Things the RBI did today, in simple ...

Deepak Shenoy

Apr 06, 2016

Portfolios: Quick Update on Momentum as we Exit One and Enter Another, and our Options Positions

Two more changes on the Momentum portfolio today, as RBI policy and global markets lead a 2% fall in the ...

Deepak Shenoy

Apr 05, 2016

Premium: What We Think Will Happen In The RBI Policy

RBI comes out with the monetary policy at 11AM. Here’s a quick note on what we think will happen. P.S. These notes reflect our views prior to the policy ...

Deepak Shenoy

Apr 05, 2016

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The Simplified Version of Why TCS has to Pay Epic $940 Million For Stealing Data

TCS has been fined $940 million – around Rs. 6300 cr. at current USD to INR levels – for stealing documents belonging to Epic Systems. This ...

Portfolios: We Add Two More Outliers to the Momentum Portfolio

As markets go berserk again, our Momentum Outliers show two more encouraging ...

Guest Post: Kaveri Seeds Update Part 3, The Royalty Mess Continues

In two posts earlier, our guest Ravi Duggirala has mentioned about the issues at Kaveri Seeds. This one is a follow up. Please read: The Royalty Mess at Kaveri ...

Six Years of Nothingness: The Nifty or Gold, Adjusted for Inflation, Have Been Lousy Investments

Let’s take the Nifty. Let’s assume you invested Rs. 10,000 in it in 2000. Now Rs. 10,000 could have bought a certain set of items then. Then the ...

Macronomics: Forex Reserves Hit A High After March, But Rupee Depreciation Looms Over The Horizon

In Macronomics today: • Forex reserves rise to $360 billion, the highest ever, with over $13 billion added in March 2016 alone • Rate of growth is ...

Portfolios: Adding [Stock]

...

The RBI Policy: More Money Printing Needs Banks To Get Nimble Fast

The RBI, in it’s policy yesterday(April 06, 2016), reduced rates by 0.25%. The new rates are: The Repo rate is 6.5% (from 6.75%) The Reverse Repo rate is ...

RBI Policy: Why Will The RBI Buy Bonds or Dollars And Infuse Liquidity?

Things the RBI did today, in simple ...

Portfolios: Quick Update on Momentum as we Exit One and Enter Another, and our Options Positions

Two more changes on the Momentum portfolio today, as RBI policy and global markets lead a 2% fall in the ...

Premium: What We Think Will Happen In The RBI Policy

RBI comes out with the monetary policy at 11AM. Here’s a quick note on what we think will happen. P.S. These notes reflect our views prior to the policy ...