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4239 ArticlesDeepak Shenoy

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Premium: As GRUH Becomes Bandhan, Readjust Your Shares Accordingly

On the 18th of October, your shares of GRUH Finance will be replaced by shares of Bandhan Bank. For every 1000 shares of Gruh, you will have 568 shares of ...
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Good Things Happen, Because Bad Things Are Allowed To: Karachi Stock Exchange Version

Markets are going to be volatile, because that’s by design. If you curtail volatility, forcibly, it doesn’t end well. Oh, and people have tried. In ...
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While You Were Sleeping: What Stocks Do Overnight versus in Trading Hours

There’s so much activity during the trading day. Stocks are going up. Falling. The index is moving. The TV channels are on. Sometimes the anchors wear ...
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Chart: Gold Beats Up the Current Account Deficit, But FDI Comes To The Rescue

A quick look at a few charts on the Current Account Deficit today. Remember, the Current Account of the country involves finding out what all we import, what ...
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Capitalmind Wealth October 2019 Memo: What Were They Thinking?

(Edited excerpts from October 2019 memo sent to the PMS clients of Capitalmind Wealth) In 1949, Egaz Moniz won the Nobel prize for inventing the lobotomy. This ...
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A Small Rate Cut With an Outlook That RBI Will Cut More

RBI has cut rates again by 0.25%. We now have the lowest rates since 2009 at 5.15%. Remember, repo is the rate at which banks borrow from the RBI. Reverse repo ...
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Premium: The Beneficiaries of the Lower Tax Regime, and Who It Doesn’t Help

Last week, Nirmala Sitaraman announced a bunch of benefit that set the market on fire. Tax rate reduced to 22% + surcharge if you don't claim some exemptions ...
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Podcast: The PMC Bank Debacle (Episode-10)

  Host Shray Chandra (Director) and Deepak Shenoy (CEO) discuss in detail about the troubles at the Punjab and Maharashtra Cooperative (PMC) Bank, the ...
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The Troubles at PMC Bank, And Your Options as a Depositor

A co-operative bank by the name of Punjab and Maharashtra Cooperative Bank (PmcBank) is now in trouble. Here’s a simple look at the problem. PMC Bank ...
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Premium: The Fixed Income Portfolio Is Now More Aggressively Into Gilts

We've been running a fixed income portfolio, almost surreptitiously, on Capitalmind Premium. Here's the set of posts and what happened each time. In 2015, we ...
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