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The Big Mo Corner: Money Buys Half?
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Portfolio: Rejig of the Long Term Portfolio, And Adding Two Stocks
We’ve decided to add two more stocks to the Long Term Portfolio. We’ll be adding more as times go by, but here’s the major segment of the change. The rest of this content is only available to premium...
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Optionalysis: Using the Put/Call Ratio on Stocks Near Expiry For Option...
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Portfolio: Out of NDL and Aegis, And Into Two High-Risk Stocks
We’ve had even more changes recently to the portfolio. The rest of this content is only available to premium members. Register for a premium membership today ! Apart from this content you will get our...
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IIP for Jun 2015 at +3.8%, Manufacturing Rebounds and Consumer Durables Spike
India’s Index of Industrial Production (IIP) grew 3.8% over the previous year, a four month high. (Largely because the headline number of 4% of April was revised down to 3.36%) While this is...
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The Great Big Chinese Yuan Devaluation In Perspective
Yeah, yeah, the Chinese Yuan has devalued. But let’s just see what other emerging countries have done since last August. Puts things in a slightly different perspective. … (Read On…) [via Capital...
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Macronomics: Carnage in the Rupee Markets Explained In Charts
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View Article2200 cr. BDA Scam: Finance Head Invested Public Authority’s Money in Mutual...
A large scam has emerged in the Bangalore Development Authority (BDA) with finance members investing money in equity mutual funds and trying to cover this up across different organizations. Apparently...
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The Music Pauses in China Again, and You Hear A Whoosh as Investors Scram
China’s Index is falling again. After a 6% day yesterday, it’s down another 5% today. According to Bloomberg : The number of traders with more than 10 million yuan ($1.6 million) of shares in their...
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On Slack: Your Retirement Buys Stocks, No RS Majority, Overpriced Food at the...
The Slack Discussions The Slack group at Capital Mind Premium has been extremely active and if you haven’t been there, pop us a note by replying to this email. (If you’re a trial member this probably...
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On Slack: Of Dynamatic Tech and Atul Auto, Result Updates and Random Markets
The Slack Discussions The Slack group at Capital Mind Premium has been extremely active and if you haven’t been there, pop us a note by replying to this email. (If you’re a trial member this probably...
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On Slack: FIIs love Eicher, Cummins One-Timers, Goldman Gets it Right,...
The Slack Discussions The Slack group at Capital Mind Premium has been extremely active and if you haven’t been there, pop us a note by replying to this email. (If you’re a trial member this probably...
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Amtek Auto Follows The Castex Way With No Circuit Support – Crashes Over 60%
We’ve spoken about Castex , which used to be Amtek India. It continues to fall to the circuit limit every day since it hit Rs. 360 a share, and is now at Rs. 86 per share and shows no sign of even...
View ArticleRBI Says Duh, Real Estate Demand Can Be Driven Far More If Developers Cut Prices
Rajan, in an interview with Arundhati Bhattacharya (Chief of SBI) shows some real gumption when AB asks him : “I was thinking if it is possible for a little while, could something of this [Teaser...
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In Charts: Foreign Investors Sell The Most in Equities Since The Lehman Collapse
Foreign Investors are taking money off the table, yet again. In the last 10 days they have removed Rs. 14,000 cr. worth of equities (including a provisional Rs. 2,300 cr. sold today). This does make...
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Optionalysis: A Quick Note About MA20 and Whoa Look Where It Is
The MA20 is our proprietary indicator about market breadth. The MA20 is calculated by taking the number of Nifty stocks above their 20 Day Moving Averages, and we subtract from this number those...
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Macronomics: A Lower Low on the Nifty, Which Seems Justified If You See The...
We had a wild week on the markets in the week. Just as the markets recovered a good portion of what they had lost and we “reclaimed” the 8000 mark on the Nifty. However this seems to be a strong area...
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On Slack: Real Estate & Fuel Prices Discount, GDP buzz, Rate Cuts (Deposits &...
The Slack Discussions The Slack group at Capital Mind Premium has been extremely active and if you haven’t been there, pop us a note by replying to this email. (If you’re a trial member this...
View ArticlePortfolio: A Momentum Reentry and a New Commodity Play for the Longer Term
We make some changes to the CAPM Portfolio. This post is for Capital Mind Premium subscribers only. [via Capital MindCapital Mind] Follow us @investmentheat – lists / @sectorheat
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Premium: A Quick Update: Souring FII Sentiment Tanks Rupee and Stocks....
As markets continue to tank, and we continue to hit stop losses, we have to look at broad data and ask: Why? The rest of this content is only available to premium members. Register for a premium...
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