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4300 ArticlesDeepak Shenoy

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That Shady Mutual Fund Inter-Scheme Transfer Gets Whacked By SEBI

SEBI has in a circular told mutual funds about how they can no longer do “Inter-scheme” transfers of bonds. An inter-scheme transfer is when they ...
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What Does “Delisting” Mean?

Deepak was interviewed on CNBC about how investors can look at delistings. Key questions discussed: Is delisting a bad thing? How does the process ...
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An Opportunity in the Boring Old IDFC

When stocks keep going up 5% a day, it's very boring to think of a stock that might give you like more than 20% in 6 months. Which is why ...
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No interest on interest: What is it going to cost the government?

We’ll take the hit, says the government, on the “interest on interest” waiver. After providing a moratorium on payments of loans, it soon ...
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Chart Of The Day: Bank FD Rates From 1976

The RBI has provided rates that banks used to give for one year deposits, all the way back to 1976. Here’s a plot of the “high” rates today (9.25 to ...
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DHFL’s “Bandra Book” – How To Make 11,000 cr. Appear and Disappear

There’s a good reason why you cannot trust the financials based on their numbers. A forensic audit of the beleaguered DHFL seems to indicate the books ...
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Laying the Dividend Yield Portfolio To Rest

We've decided to let one of our portfolios go. This is the Dividend Yield portfolio, which we did mention earlier that we would shutter soon. There's a very ...
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That Massive Promoter Selling: GMM Pfaudler Edition

GMM Pfaulder has an offer for sale that came right out of the blue, and here’s the thing that scared the bejeezus out of investors: The ...
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How Badly Has Indian Consumption Fallen? A Few Charts Show The Picture

You're going to find this ugly. It's now about 6 months since the first lockdown, and in that "semi" anniversary we see what the Covid related lockdowns have ...
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Wealth Letter Sep 2020: Making sense of the Market Madness

This post is an edited excerpt of the September 2020 letter to our Capitalmind Wealth PMS clients ...
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