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Deepak's Memos
Wealth Letter Mar 2020: The Coming of a Kinda-Sorta Perfect Storm
The early part of March brings us the return of serious volatility, mainly from three large factors: The Coronavirus spread beyond China Yes bank’s slide ...
Foundations
Podcast #25: How do you invest through a panic?
‘If you were to think of yourself as not as risk averse and you can do a 50-50 allocation and you’re currently at 90:10 then take the remaining ...
Stocks
The Yes Bank Rescue: Banks Chip in, Shareholders Locked
The Yes Bank Saga takes another step forward, with Indian public and private sector banks taking on 80% of the equity and attempting to revive the bank. ...
Premium
Webinar: Surviving the Panic (Premium)
We had a recent discussion on Zoom, on the various things we discussed about the different levels of panic we have seen. More important is about strategies to ...
Premium
How to deal with panic (and changes to our portfolios)
On days like today, we thought a chart of the NIFTY followed by Baron Rothchild’s much-abused quote would not do much to calm the nerves. via GIPHY ...
Premium
Portfolio: Momentum Portfolio reduces equities
Since the last rebalance on Mar 2nd, it has been one-way traffic for stocks. Chart shows percentage of NSE-listed stocks trading above 50/100/200 Day ...
Stocks
Bank Wise: How Many Additional Tier 1 Capital Bonds Have Been Issued?
We saw the Additional Tier 1 Bonds in Yes Bank written to zero (proposed) and this has led to uncertainty in the bond market. The Basel III norms clearly ...
Stocks
Yes Bank Deposits are Safe: SBI To Take 49% Equity
The Yes Bank Saga reached a partial resolution on Friday after a moratorium was set up on Thursday, when depositors could only withdraw Rs. 50,000 from their ...
Foundations
Top 5 mistakes when filing Income Tax Returns and How to avoid them
This is a guest post by Anjesh Bharatiya. He is a taxman by profession and a Chemical Engineer by education. He has been an investor in the stock market since ...
Stocks
RBI Limits Withdrawals From Yes Bank. Have They Forced Shotgun Mergers Before?
It came as a shock, on the evening of March 5, 2020, that Yes Bank was placed under RBI’s moratorium. This means: Depositors (of any sort) can’t ...
