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4376 ArticlesDeepak Shenoy

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Adding exposure to REITs and INVITs in the Fixed Income Portfolio

The Fixed Income portfolio has returned over 10% p.a. in the last five years, but been a little boring in the last year. It has only focussed on safety. This ...
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Experimental: Bonus Stripping to Legally Cut Down Taxes

If you've made too much in capital gains this year, you're now worried about paying the taxman. And there's a legal way to avoid paying those taxes now - and ...
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What is the e-RUPI? How does it work?

The NPCI has launched the e-RUPI, a new way of giving someone money for a specific purpose. What is this new thing? Is it an old thing that looks like a new ...
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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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