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4325 ArticlesDeepak Shenoy

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The Majesco Experimental Closes Today, Ending Weeks of Upper Circuit Agony

It's 12% in three months, folks. On what was effectively a fixed-income-ish trade - relatively low risk.  The story: Majesco.  Read on for how we ...
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Macronomics: Bond Auction Failures Make Yields Go Up Big Time

The 2021 budget has complicated things for the bond market. And there's been: Huge borrowing programme for Feb and March Failed bond auctions Big rise in ...
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Experimental Exit: POWERINDIA with 46% Returns in 7 months

We started an experimental trade on POWERINDIA (ABB Power Products) in August 2020. This has returned a decent 46% return in about seven months. Read on to ...
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What It Means When Tata Steel Calls Its Partially Paid Shares

Tata Steel has "called" the partially paid shares that it issued three years ago in Jan 2018. A rights issue created a "partially paid" share, for which Rs. ...
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The 10 Things in Budget 2021 That Matter (*Conditions Apply)

The Budget for FY 2022 is here, and it's incredible in one thing: Not too many higher taxes. We thought there would be a corona cess, and there wasn't. An ...
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Don’t Put Too Much in ULIPs, Says Budget 2021. You’ll Be Taxed Like A Mutual Fund

Your ULIPs – Unit Linked Insurance Plans – had a huge advantage over mutual funds or any other form of investments, in that they were tax free on ...
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The GME Short Squeeze And The Brilliant People At r/WallStreetBets

Gamestop shares have climbed to $148 yesterday after being at $18 on January 1, 2021. This remarkable run is the story of a sub-reddit group, a short-going ...
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Deepak Shenoy on The Seen and The Unseen Podcast

Amit Varma, the host of The Seen and the Unseen Podcast, interviews me over a near-four-hour episode on Markets, Life, Fourier Transforms, Investing and So ...
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Food Prices Crash in Dec 2020, Slapping Inflation On The Face

There's a massive correction in inflation - down to  4.59% in December 2020, the lowest since September 2019 (15 months). This is sudden, and probably lower ...
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Experimentals: A Great Beginning to 2021 with TCS, Majesco and Wipro

We've had some very interesting experimentals in 2020, and we have a great start in 2021 in closing three experimentals with a reasonable profit, in the first ...
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