Deepak Shenoy
Founder,CEO, @capitalmind_in SEBI Registered PMS: https://t.co/nGD8QS7Dkh Read: Money Wise https://t.co/JVSZENRUbj
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SEBI has a new research paper on IPOs - very interesting set of data that I'll highlight in this thread. 38.3% of all allotted investors are in Gujarat! Then MH, then RJ. Rajasth...
What do you do when you own a stock and someone sends you a SELL report with "77% downside"? You check to see what they've said earlier. Case in point: Mazgaon Dock (we own this)...
Capital gains changes in #Budget2024: 1) Only two holding periods: 12 and 24 months 2) Gold, debentures, bonds will be 24M (along with unlisted shares and RE) 3) All listed securit...
https://t.co/0UdrygBwOc
Yes, a lot of people seem to leave India. But they seem to be sending their love back in money. Like massively. https://t.co/gSq5bo26wT
The RBI gives 210,000 cr. to the government as dividend. This is massive, and this is after increasing the RBI buffers to the maximum permissible (I think they are wayyy too high e...
RBI increases risk weights for banks and NBFCs. This is pretty big! 1) All consumer credit (other than housing, vehicle, gold, edu and MFI loans) see an increase in risk weight t...
This is HUGE! RBI says banks and NBFCs have to release documents of properties and collateral mandatorily within 30 days! * Have to remove encumberance within 30 days, and return...
Why is Jio financial services, JIOFIN at lower circuit every day? It's one of the pitfalls of having so much money in index funds - forced selling. The largest Indian mutual fund...
What is the "Total Expense Ratio" or TER of a mutual fund? To understand this better, we go through the basics and some really advanced material such as: why are funds charging 0.0...
Lic turned out a 36,000 cr profits for the year on a market cap of 390k cr. Own it in the pms. 13000 cr profit in the last quarter and lowered npas to 2.6% for policy holders. Th...
@NPCI_NPCI has introduced a 1.1% fee that *some* merchants will pay, if they choose to accept payments from wallets (like AmazonPay, Paytm Wallet etc) Only for payments > Rs. 2000...