Video: Demystifying the Sovereign Gold Bond Scheme
Today we speak of the Sovereign Gold Bond Scheme where the Government Will Sell You Gold ! No, actually the government will sell you a bond that looks and behaves exactly like Gold, but it’s not...
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Our Report Card of Last Year’s Diwali Predictions: Bad Year, Good Predictions
Last year we predicted a few items in our annual Diwali Prediction post. A quick look at how we have done: (Click for larger image) To give you an idea and a quick summary: Capital Mind Has Grown We...
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September IIP Disappoints as Manufacturing Tanks; Where is the Make-in-India?
The Index of Industrial Production (IIP) for Sep 2015 hits a snag as it falls to a low 3.6% year on year growth. This is much lower than August. Manufacturing Disappoints Big Time While Electricity...
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On Slack: Duty hike, MSCI India, Kattupalli Port, Chai pe Charcha, Swachh...
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: Don’t Panic-Sell Based on Terrorism Fears, See What Happened To...
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View ArticleSellers Also Jump In To Fraud Flipkart As ECommerce Sites Face Another Set of...
Flipkart just got gypped by a vendor : “Ramesh Kumar would order items using fake addresses.Flipkart would pass the order to him. Ramesh would pack cheap items in the boxes of original items and...
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Suckered: Bank Of Baroda Sees a 375 Cr. Fraud And Quietly Takes The Hit, But...
Bank of Baroda has an interesting footnote in the Sep 2015 results : Wow, you think. 375 crores! That’s a lot of moolah to lose in one fraud. But apparently, this was in a bill discounting fraud in...
View ArticleCapsule – 19/11: Globe Capital Market sells Kalindee Rail Nirman Engineers,...
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. We’d...
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Portfolio Analysis: Our Momentum Portfolio Returned 45% CAGR in Two Years
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 proprietary research and weekly newsletter too!...
View ArticleOn Slack: L&T Infotech IPO, Airline’s fortunes, Coal India, Dalal Street...
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...
View ArticleTax Incentives Have Distorted Our Economy. Remove Them and We’ll Win.
I went on a twitter rant about how we deal with incentives: 1/ India has wrongly placed too much on tax incentives. From zero taxed exports to tax credit for home loans, we’ve distorted our economy. —...
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Capsule – 24/11: Globe Capital Market, Unifi Capital sells while Morgan...
Here is the “Capsule” of the data that is revealed in the markets. This has been collated and curated to make tradeable sense. Bulk & Block Deals Here is a summary of Bulk & Block Deal...
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Premium: US FDA Warning Letter to Dr. Reddy’s – Here is an Additional Update
This is our follow-on newsletter w.r.t the Warning Letters issued by the US FDA to Dr. Reddy’s Laboratories on 6-Nov-15. Let us do a quick recap of what happened: The rest of this content is only...
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Optionalysis: Risk Controlled MA20 Trades Hurt, But Not Much
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 proprietary research and weekly newsletter too!...
View ArticleRBI Intervenes To Stop Rupee Hitting 67 to the Dollar, Tries To Offset by...
This is big macro month. On Tuesday, the RBI, in a 2 month policy note, did nothing. It didn’t just do nothing, it was expected to do nothing. The fact that it didn’t do anything didn’t change the...
View ArticleHigh Valuations My Ass: Headline Startup Valuation Numbers Hide The Much...
Ola Cabs has raised about $1.18 billion in total, in 7 rounds according to TechCrunch . Recently, it raised $500 million at a valuation of $5 billion. This provides the social media a large amount of...
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The Revenue Neutral Rate for GST, in Nice Looking Graphs
The Finance Ministry has released the report on the “Revenue Neutral Rate” for GST. This may be purely academic because the thought of going to jail has spooked the Congress High Command so much that...
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Premium Recap: Keeping Your Risk Controlled In A Strong Downmove
Managing risk is the only thing that saves you in a downturn. The point about investing, or trading, is simplicity in three aspects: • Entries • Position management • Exits We’ve focused a lot on...
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The 10 Year Bond Auction Devolves Today as Banks Get Greedy Before The Fed...
The devolvements have started again! Last week, we saw the bond auction devolve (just a little bit) as the RBI refused to sell at higher yields even though there was demand. Today about Rs. 2700 cr....
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Capsule – 11/12: FIL Investments Books Profits in Apollo Tubes, Amansa and...
Here is the “Capsule” of the data that is revealed in the markets. This has been collated and curated to make tradeable sense. Bulk & Block Deals Here is a summary of Bulk & Block Deal...
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