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4353 ArticlesDeepak Shenoy

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Wealth Letter July 2021: Following the Disruption

India has a strange set of rules for movies. When someone is smoking on the screen, the movie must show a line that says smoking is injurious to health. ...
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China cracks down on tech companies. Will India benefit?

China just cracked down heavily on its homegrown technology companies. It started with the Ant Financial IPO  in November 2020; one of China's biggest tech ...
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Why Reliance is buying JustDial

Reliance is buying Justdial. Why on earth would a mammoth company like Reliance bother to invest in tiny JustDial (Reliance is roughly 225x Justdial's market ...
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The Macro Score: Markets: 1, Economy: 0

The picture on the macroeconomic front isn't looking very good, so we take a look at the details. The stock market may be looking up and at all time highs, but ...
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The Hidden Problem in JSW Ispat’s Offer For Sale

JSW Ispat was formerly Monnet Ispat, which went through a bankruptcy resolution. That brought its debt down and the shares continued to be listed, after a ...
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Wealth Letter May 2021: Clutching at Straws in the Second Wave

The Covid has changed a lot of things. You can actually see how much it has changed by a few graphs that I’ll now proceed to show. But let’s look at it as ...
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Decoding the hefty 512 Cr SEBI fine on Franklin Templeton

SEBI has finally dinged Franklin Templeton a huge fine for what they did last year in shuttering funds. In the end of April 2020, the funds had to borrow money ...
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Locked Down: Card Spends Crash After April to New Lows

Sometimes it's not obvious how much the lockdowns have hit the economy, so we have to look at some data that's released on a more regular basis. RBI releases ...
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The Reliance Partially Paid Share Brings Another Opportunity

We have a rare opportunity for an arbitrage return of a decent size.  This is the Reliance Partially Paid Share, and the opportunity is an experimental (read: ...
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OMG: The Retail Investor is the Biggest Player in the Stock Market

If you thought the foreign investors were the ones driving the market, you'd be wrong. Mutual funds? Wrong again. Banks? Insurers? Wrong. It's the individual ...
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