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Oct 9, 2019

Host Deepak Shenoy (CEO) and Aditya Jaiswal discuss about Yes Bank – The “Kohinoor” of Rana Kapoor, pledging of shares by ZEE and deferred tax assets (DTAs) in the books of private and public sector banks.

  1. Deepak’s thoughts on Yes Bank (1:35)
  2. Cockroaches in Zee’s Books? (5:45)
  3. Deferred tax assets in the books...

Oct 1, 2019

Host Deepak Shenoy (CEO) and Aditya Jaiswal discuss the corporate tax cut and it's impact on the economy and most importantly, on our portfolios.

We discussed seven questions:

  1. Corporate tax cuts are fine but why aren’t we talking about the consumption demand? (1:26)
  2. Why corporate tax cuts why not cut personal taxes?...

Sep 25, 2019

Deepak Shenoy and Shray Chandra discuss in detail about the troubles at the Punjab and Maharashtra Cooperative (PMC) Bank, the role of RBI and what options do PMC bank's depositors have.

Sep 15, 2019

We discussed five broad questions:

1) Should India borrow abroad, if yes, then why? (10 mins)

2) Domestic liquidity issues and crowding out effect (8 minutes)

3) Why are experts (Ex- RBI governors) against this move? (3 mins)

4) What are risks o going overboard with overseas borrowing? (4 mins)

5) Risks of borrowing...

Sep 8, 2019

"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 there is not even a murmur. They were able to do that because the slowdown is obvious!" - Deepak Shenoy

Host Deepak Shenoy (CEO) and Aditya Jaiswal discuss about...