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4403 ArticlesDeepak Shenoy

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Dosa Economics, Avoiding Brazil Steroids, Dissing Tariffs and Letting Banks Revalue Assets: The Raghuram Rajan Speech

Rajan’s recent speech in Delhi offers great tidbits to consume and see how the RBI is thinking. Learning from Brazil: Don’t Take the Stimulus ...

Feb 01, 2016

Premium: Aegis Logistics Results Show A Promising Two Years Ahead With Throughput and Capacity Expansions

Aegis Logistics had an interesting quarter. While the EPS was “down” (from 1.17 in December 2014 down to 0.9 now) the reason is that there was a 30 ...

Feb 01, 2016

25 Companies Announce Nifty Returns, Aggregate Profit Increases Just 2.5%

We’re a the halfway mark for Nifty company results – 25 of the 50 have announced earnings, and the status is that earnings are not growing fast at ...

Jan 30, 2016

Japan's Desperate Move: Negative Interest Rates And Continued Equity Buys

The Bank of Japan now went even more ballistic . Not that they weren’t earlier, but now they’ve upped the ante a little bit  more. The BOJ ...

Jan 29, 2016

Premium: Good Results by Supreme Petro Even When Chennai Plant Shut

 ...

Jan 28, 2016

Five Reasons Why Indigo Shares Crashed 25% in Two Days

Indigo’s stock has fallen over 25% in two days. While I’ve been very appreciative of the aviation business and Indigo in particular, this is time ...

Jan 27, 2016

StratOptions: Modifying a Straddle Into an Inverted Strangle Gave Us 3.4% More To End Jan With 7.43%

More StratOptions: We have yet another traded for 3.37% in January. Along with the earlier trade at 4% we now have a 7.34% locked in gain for January, and ...

Jan 25, 2016

Story: Renaming the Emergency Buffer as the F.O. Fund

Note: This is a post that contains bad language. If you’re someone who balks at the F-Word stop reading right here. I have often advocated that you need ...

Jan 22, 2016

Chart: Rupee Weak, Yuan Weak, But Other BRICS Countries Hit By Kryptonite

We know that the Chinese Yuan is weak. And that apparently is making the rupee weak, and as we noted, RBI is setting up its firepower and strongly defending 68 ...

Jan 21, 2016

Optionalysis: Writing Long Term Puts As A Mechanism to Buy Nifty at 18 P/E or Lower

The markets have fallen: and we are apparently going into a bear market just today. This is just nomenclature – we’ve been in a bear market for a ...

Jan 20, 2016

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