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On Slack: JP Morgan Fund, Revenue Sharing regime, IT to Sports – HCL, Wipro &...
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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Premium: Action Plan: What To Do With the Jitters In Corporate Debt Owning...
Today we’re going to look at debt mutual funds, and how they will be impacted when there are concerns that the debt they own has a potential of not being repaid. Unless you’ve been living under a...
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IIP at 4.22% But Big Past Revisions Make It Unreliable
The Index of Industrial Production (IIP) for July 2015 moved up 4.22% from a year ago. Even last month’s numbers were revised upwards to 4.36% (from 3.78%) and April’s numbers were revised down to...
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Inflation Gets Some Base Effect Love With 3.66% – But You’re Unlikely To See...
Consumer Price Inflation (CPI) for August 2015 is at just 3.66% which is the lowest in this series. A heavy base effect contributes to this low number, as we had mentioned last month . Inflation is...
View ArticleMacronomics: 1.2% Current Account Deficit in June But It’s The Sep Quarter...
We write about the BoP data for the June quarter, while illustrating the reasons behind CAD widening slightly more this June. We also explain why the September quarter data is the one to look out for....
View ArticleIndia Gets Protectionist: Stop Those Pesky Foreigners Who Make Things Cheaper...
We’re getting into protection zones. The Finance Ministry yesterday announced a 20% “safeguard” duty on steel. This is to protect domestic industry, apparently, because China, Japan, South Korea and...
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On Slack: 2,000-Mile Odyssey, Trouble with Foodpanda, Yuan Devaluation,...
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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Optionalysis: MA20 Goes Bullish!
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View ArticleA China PSU About To Default?
The equivalent of a Public Sector Unit (PSU) in India is a State Owned Enterprise (SOE) in China. And one of them, apparently, is about to default . A unit of one of the elite club of 112 big...
View ArticleVolkswagen Uses A Defeat Device To Rig Emission Tests of Diesel Cars, Will...
Volkwagen could been fined upto $18 billion for manipulating emission tests in America. They apparently used a “defeat device” in certain diesel cars that were designed to reduce emissions only if the...
View ArticleMore Defaults: GMR Infra’s Tollway in Hyd (Due to No-Sand Rules) and the mega...
In yet another tollway default, an SPV owned by GMR Infra has had delays in servicing debt, and has been downgraded to D (default) status by CARE. GMR Hyderabad Vijaywada Expressway Pvt Ltd (GHVEPL)...
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Capsule – 28 Sept: Bulk Deals and Delivery Volume Shockers!
We are starting a new “Capsule” series which will come to you on a regular basis, of data that is revealed in the markets but needs to be collated, cleaned and filtered to make tradeable sense. Here’s...
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On Slack: ETF Rush, 7,269-cr penalty, Motherson Sumi, Economic Revival,...
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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India Cements To Hive Off Chennai Super Kings on Oct 9, Sounds Like A Lottery...
India Cements will give shares of Chennai Super Kings Ltd. (The company that owns the IPL team) to all its shareholders, for free. The record date is October 9, 2015. So you get a chance to own the...
View ArticleWill Rajan Cut Rates? 10:30 AM Edition
Dear Mr. Rajan, You are being asked, no, told, no, ordered to cut rates today. This almost sounds like something you should rebel against, because no one orders you to do anything. But indeed, this...
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HCL Tech Loses A Client, Warns on Profits, Demonstrates Excellent Use of English
HCL Tech has announced a profit warning: To summarize: Revenue growth will be bad Due to currency issues, their USD earnings are going to be down 80bps. But who cares about USD earnings – we should...
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On Slack: Saudi meltdown, Longmay 100,000, Monetary policy, CARE downgrades...
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: Rating agencies caught napping, Tom Hayes aka “The Fixer”, Amtek...
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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Macronomics: Foreign Investors Sell Another 6,500 cr. of Stocks in September
Foreign investors continue to run out the door! 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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Premium: Rules for Trading Price Action, by AP
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