Misleading Reporting: Indian Pharma Company APIs are NOT Banned in the US
Today Vidya Krishnan of the Hindu decided to write a story. This was a story that apparently caused some random panic among stocks of the pharma variety because OMG THE US GOVERNMENT HAS BANNED INDIAN...
View ArticleDelivery Shockers – The January 2016 Edition
Let’s start with the obvious question: What are ‘ Delivery Volumes ‘ and ‘ Traded Volumes ‘? Every stock that is listed on the exchange, will have 2 indicators based on volumes: The Total Traded...
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Company Notes: Eicher Motors (Oct-Dec 2015)
Eicher Motors Limited (EML) is the flagship company of the Eicher Group which produced India’s first agricultural tractor in 1959. Eicher Motors owns the iconic Royal Enfield motorcycle business,...
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Deal Flow – 08/02: Decent Financial Services sells Cantabil Retail India,...
Here is the “Deal Flow (Summary of Bulk & Block Deals)” of the data that is revealed in the markets. This has been collated and curated to make trade-able sense. A Bulk Deal is a trade, where...
View ArticleDelivery Shockers – 08/02: Bajaj Holdings, Cholamandalam Investment and Page...
This is a part of the Capsule series; data that is revealed in the markets, collated and curated to make trade-able sense. Delivery Volume Shockers! We have compiled a list of those stocks which have...
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Charts: Inflation in Jan 2016 at 5.7%, Highest Since Sep 2014
In what is a strange negative macro situation, inflation’s bumped back up in January to 5.69%. This is the highest number since Sep 2014. Components: Food, Housing and Medical Costs Up. Fuel and...
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Chart: US Investors Remain unimpressed by Bull Run, Returns less than a Bond...
I was looking at how US Traded ETFs were doing in terms of fund flow and saw an interesting chart which tells you why US investors haven’t at all been enthused by this fantastic rally we have seen...
View ArticleDelivery Shockers – 16/02: JK Cement, Honeywell and Titan Show up in Today’s...
This is a part of the Capsule series; data that is revealed in the markets, collated and curated to make trade-able sense. Delivery Volume Shockers! We have compiled a list of those stocks which have...
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Deal Flow – 18/02: KKR (Kohlberg Kravis Roberts) buys 9.95% in Max Financial...
Here is the “Deal Flow (Summary of Bulk & Block Deals)” of the data that is revealed in the markets. This has been collated and curated to make trade-able sense. A Bulk Deal is a trade, where...
View ArticleDelivery Shockers – 18/02: Berger Paints, Blue Dart and Central Bank of India...
This is a part of the Capsule series; data that is revealed in the markets, collated and curated to make trade-able sense. Delivery Volume Shockers! We have compiled a list of those stocks which have...
View ArticleChart: Equity Mutual Fund Inflows Lowest Since May 2014
The Modi government came into power at the end of May 2014, and since then Mutual Fund inflows (as in: New Investments minus redemptions) increased dramatically, perhaps because of a vibrant market and...
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Domestic Airlines Report Card for January 2016
We bring to you the “Domestic Airlines Report Card” for the month of January, 2016. We take a look at the Number of Passengers carried, Market Share of Each Carrier, Passenger Load Factor and others....
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Deal Flow – 19/02: Reliance MF sells its Everest Industries stake to SBI...
Here is the “Deal Flow (Summary of Bulk & Block Deals)” of the data that is revealed in the markets. This has been collated and curated to make trade-able sense. A Bulk Deal is a trade, where...
View ArticleNSE Makes a Mockery of the Nifty 50 By Having…51 Stocks
NSE’s Index Maintenance arm, IISL, has changed the Nifty 50 Index – the top 50 stocks by free float market cap which form the benchmark index with the following exclusions. (From April 1, 2016)...
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Optionalysis: Do You Want FULL Downside Protection, With A Portion of the...
What if we told you that there is a way for you to: • Make part of the Nifty gains on the upside • Be Fully Protected even if the Nifty went down by half. This protection is available for a portfolio...
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Macronomics: Long Bonds Trade at 8.4%, Highest in over a Year, as Market Gets...
The fixed income world is not seeing very good news. Without a murmur, things have started to hurt at the long end of the government yield curve. The rest of this content is only available to premium...
View ArticleDelivery Shockers – 25/02: Lakshmi Vilas Bank, Mahindra Holidays and IPCA...
This is a part of the Capsule series; data that is revealed in the markets, collated and curated to make trade-able sense. Delivery Volume Shockers! We have compiled a list of those stocks which have...
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EcoSurvey: 400K Cr. Stuck in Bad Debt, Need to Tax RE/Agriculture, Only 5.5%...
The Economic Survey 2016 is out and it states very interesting points. (Note: All bold points are my doing, not the survey’s) 400,000 cr. stuck in DRT and no progress There’s more than 400,000 cr....
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Budget 2016: Subsidies like PPF, LPG and Kerosene Have Seen the Not-So-Poor...
Subsidies are usurped by the rich, and it goes to say that much of the benefits that subsidies are supposed to provide, happen to be used largely by the rich too. PPF Subsidized the Rich By 12,000 cr....
View ArticleBudget 2016: “Barriers to Exit” Still Loom Large above the Indian Economy
The Eco Survey for 2016 is out and upon us! And in typical Capital Mind fashion, we look to dissect it to find out the points that really drive home, the key issues that face the Indian economy in the...
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