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4242 ArticlesDeepak Shenoy

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Premium: Why Equitas and Ujjivan Get a Lousy Valuation Compared To The Banks They Own

There are some excellent banking stocks valued at much lesser than their peers, and growing. Two small finance banks - Ujjivan and Equitas - have been doing ...
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Happy Diwali 2019! Predictions and the Scorecard from Last Time

It’s Diwali time again! Wish you and yours a wonderful Diwali 2019, and hope the year brings prosperity and wealth! It’s also time for the annual ...
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Premium: A Fast Moving Stock Gets Into the Multicap Portfolio

This is an interesting opportunity, but one that's fairly risky simply because it's moved up fast. The problem with adding stocks at new all time highs is that ...
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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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