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686 ArticlesEconomy

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Podcast #22: How Budget 2020 impacts the way you save and invest

On today’s show, Deepak Shenoy (CEO) and Aditya Jaiswal discuss the impact of the union budget on our savings and investments- would you be better off ...
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Operation Twist: The Last Time, Liquid Funds Lost Money. This Time is Better.

We have written about an “Operation Twist” in the 1960s in the US. (Read post) In 1961, when Kennedy became President, the US was going through a ...
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Charts: Nifty 50 and Nifty Junior Monthly Returns, PE and Earnings Growth

Things surely have changed for the NIFTY from the last time we looked at the performance of the benchmark indices. Nifty recently hit an all-time high of ...
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Yes Bank’s Fall, Zee’s Woes and Deferred Tax Assets (Ep-12)

  Host Deepak Shenoy (CEO) and Aditya Jaiswal (Analyst) discuss about Yes Bank – The “Kohinoor” of Rana Kapoor, pledging of shares by ZEE’s ...
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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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Podcast: Will Corporate Tax Cuts Fix India’s Bruised Economy? (Ep-11)

“In the US, there was a talk of something called a Nifty50 in the early 1970s. A lot of those stocks traded at ridiculous P/E multiples. And people were ...
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Podcast: Should The Indian Government Borrow From Abroad? (Episode-9)

‘About 40% of all the of money that you’re paying as tax is going not to build infrastructure, not to feed the hungry, not to pay farmers for food! ...
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Banking Recapitalization: Kicking The Can Down The Road?

It is said that the Somnath temple in Gujarat was plundered as many as 17 times! After every loot, Indian Kings and devotees rebuilt (re-capitalized!) it with ...
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Podcast: How Slow Is The Indian Economy? (Episode-8)

‘Under normal circumstances, merging PSUs would have been impossible, had the government tried it 5 years ago, there would been riot on the street, today ...
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Let Us Cut Gold Imports This Way: Don’t Waste A Slowdown (Part 2)

This continues the “Don’t waste a slowdown” post where we started to say this: Look, we’re slowing down and it’s going to take ...
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