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Correction: Error in Structured Plan Calculation, But Still Attractive
Correction: Sorry, It’s not 85% of the Upmove! 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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Optionalysis: The Strange Negative Time Value In the Nifty and the...
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View ArticleWe Need More Financial Institutions and To Let Indians Invest in Them
Our institutions have, for the most part, failed us. LIC is the biggest receiver of savings as a public insurer, and yet, it puts very little of its money into the non-government economy. As of...
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Dissecting the -4.2% IIP Drop in October: Big One Time and Diwali Impact, But...
Diving deeply into the Index of Industrial Production (IIP) in October 2014 , and the large drop gives us a few insights. The biggest negative contributor to IIP was “communications equipment” which...
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Premium: How the Fall in Crude Oil Prices Can Hurt Indian Markets
With the fall of the price of Crude oil, we see a few things emerging, and in this post, we highlight what could be the huge negative for Indian markets.See: The rest of this content is only available...
View ArticleSpicejet Grounded. A Government Rescue is Not Going to Happen.
It’s the Kingfisher thing, all over again. An airline hasn’t paid salaries. It hasn’t paid up its past fuel dues. It owes airports money. It gets booked by the DGCA for all this and more, and is told...
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Premium: The Volatility We are Seeing, and How To Deal With It, Capital Mind...
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11 Consecutive Days of Selling Stocks takes us to First “Sell” Month by...
Foreign Investors are selling. And continuously selling. (Last week, we saw the biggest FII outflows on a weekly basis in 2014 .) As the markets seem to have rebounded, FIIs have been selling. Now,...
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Optionalysis: MA20 Reverses, But Watch Out For Holidays and Expiry
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Macronomics: Data on Invisibles Shows Rupee Could Get Much Weaker
Charts: Data on Invisibles Shows Rupee Could Get Much Weaker India imports a lot of goods, but we tend to make it up with two things: Service exports and inward remittances. (We don’t make all of it...
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Follow-up to 2014 Thus Far: The Fall of Oil and Its Effects on Indian Fuel...
Last week, we at Capital Mind had written about how Oil Prices had changed during 2014 , and how those changes affected movements of fuel prices in India. In that report, we had charted the movement...
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Premium: Top Performing Stocks in 2014: Auto and Logistics Outperform
The team at Capital Mind wishes you a very Happy New Year! May your 2015 be filled with joy and prosperity and the kind of stocks we will now talk about. The best stocks of 2014 are essentially those...
View ArticleVideo: Stan DruckenMiller on Amazon Vs. IBM and Other Things
In a comment to what seems to be a “blockbuster” post on Capital Mind (over 14,700 hits yesterday, the highest ever single day page view count) – the Inflexion point in the Indian IT industry –...
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A 3% Down Day Wakes Up A Docile Market After More Than A Year!
The last time Nifty Lost 250 points….or, rather, 3% in a single day, was 328 trading days ago : The last big down day at 3% was in August 2013. And look at the utter lack of movement in recent times:...
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HDFC Bank Tops Mobile Transactions; 20.77% of All Mobile Transactions Value...
It’s official. Based on data released by the RBI , HDFC Bank has had the most number of customer mobile transactions this FY 2015, as well as the highest total value of such transactions, among all...
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Infy Results: Better than Expected, Greater Efficiency Visible
Infosys results for Dec 2014 are out, and we’re going to quickly cover them with just charts. They’ve surprised on the upside: EPS Growth on a Trailing Twelve Month (TTM) basis is nice at 20%, which...
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Portfolio: A Stock That Made New Highs While Markets Retreated
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Fixed Income Portfolio: Four Mutual Funds We Consider to Profit From Falling...
Inflation’s coming down! For December 2014, Consumer Price Inflation is at 5%. This is a critical point – till November, the RBI has been worried about the “base effect”, when prices were very high...
View ArticleIs Firing People with 3 Months Severance Pay Unfair? I don’t think so.
Our earlier post, The Inflexion Point for the IT industry , generated a lot of interest. There were more than 140 comments and it’s been quite a revealing debate, with views from all angles. One of...
View ArticleMake Long Term Capital Gains Tax Free Only After Three Years of Holding
Equity capital gains are free if you sell shares after a year. You don’t pay long term capital gains taxes for shares sold on a stock exchange. But if you look at other “assets”, equity is getting a...
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