Portfolio: Lots of Stops Hit on Friday, and A Look At The Days Ahead
We make a few changes to our CAPM Portfolio. This post is for Capital Mind Premium subscribers only. [via Capital Mind] Follow us @investmentheat – lists / @sectorheat
View ArticleMacronomics: Housing Credit Explosion Continues, and RBI Seems To Get...
This is a post for Capital Mind Premium subscribers only. [via Capital Mind] Follow us @investmentheat – lists / @sectorheat
View ArticleSahara Gets Its Dose of Irony, Its Rescuer Mirach was just a Mirage
This Sahara thing is totally funny now. So Sahara Chief Subroto Roy has been cooling his heels in jail for the better part of a year now. Because the courts will only let him go if he repays Rs....
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60 cr. Fraud at J&K Bank Takes it Down
In the J&K Bank Results yesterday there was this little tiny footnote: 12. During the quarter ended December 2014, fraudulent transactions on account of discounting of fake LC’s were detected at...
View ArticlePremium: MA20 and MA5 Right Two Times In A Row, Where Are They Heading Now?
This post is for Capital Mind Premium subscribers only. [via Capital Mind] Follow us @investmentheat – lists / @sectorheat
View ArticleAAP and Congress Accused of Accepting "Dirty" Money, as Government Steps Up...
After the destruction of the BJP in the Delhi elections, here’s an interesting move by the government : Income Tax Department, Ministry of Finance, Government of India had initiated investigation into...
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IIP for Dec at an Abysmal +1.7% Gives Us Four Years of Nothingness
India’s Index of Industrial Production (IIP) for December 2014 came in at +1.7%, which continues the abysmal numbers in the recent past. At 182, the IIP is at the same level as it was in December...
View ArticleIntroducing The Modi Index by Capital Mind
Ever since Narendra Modi was appointed the PM candidate by the BJP, speculation has been rife that he would come in and change India dramatically. What he has done till now might be debated, but it’s...
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Premium: Valuing The Beast They Call Suzlon
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!...
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RBI Unwinds Forex Exposure As Reserves Hit Record High on RBI Dollar Buying
India’s forex reserves hit a new high at $333 billion for the week ended 13 Feb 2015. This is the highest ever in terms of forex reserves that India’s held. Including known forex forward derivative...
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Macronomics: India’s Trade Falls to Lowest In Four Years While No One’s Looking
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View ArticleBudget 2015: Watch How Subsidies Have Eaten Up Our Government Spending
We welcome the Budget 2015 series with a post on Subsidies. The government pays for many things for us: Food: The government buys food and lets it rot in large warehouses (which it also pays to build)...
View ArticleRailway Budget: Big Plans in Store, And Can You Open Your Pockets Please?
The Rail Budget is here . Let’s cut through the bull and give you what’s important. Fares Haven’t Changed Yes, it’s time to rejoice. You’re still going to be stuffed like sardines into massive metal...
View ArticleBudget 2015: Live Updates
We will be constantly updating this post with tweets from our Twitter handle(@capitalmind_in). 11:27 am: Comprehensive Bankruptcy Code!!!! # Budget2015 11:26 am: Only 34,699 cr for MNREGA! Yay! #...
View ArticleEconomic Survey 2015: Where Do We Expect to Find our Investments
What a day it has been. What a week in fact. Capital Mind has been getting plenty of attention for our posts on the Budget, and now that we are tantalizingly close to D-Day (or B-day as we call it),...
View ArticleBudget 2015: More Taxes, No Wealth Tax, More Other Taxes, Black Money Attacks
Budget 2015 wasn’t quite a blockbuster budget. It’s more of a pocket buster, as the biggest thing inside it is: Taxes are up. No Tax Rates Changed, But High Income Surcharges are Up The Government...
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Is There a Rs. 30,000 cr. Debt Swap Planned For March?
Something seems off in the Budget Calculations. Every year we spend more than we earn. We borrow the difference, typically as market debt called Government Securities. The difference between spending...
View ArticleMacronomics: The Budget, It’s Impact on Bonds and Rates and Equity
We discuss the impact of Budget 2015 on the financial markets. This post is for Capital Mind Premium subscribers only. [via Capital Mind] Follow us @investmentheat – lists / @sectorheat
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Jan and Feb Positive For Stocks: What Does March Look Like, Historically?
The Nifty went up 1.1% in Feb 2015, taking the 2015 return to 7.5%. With two consecutive months of gains, this looks like a good month. March has a negative average, and a negative median return (a...
View ArticlePremium: RBI Cuts Rates, And Market Falls! Surprise?
Why did markets crash after the RBI cut rates? We dig deeper into the reasons behind it. This post is for Capital Mind Premium subscribers only. [via Capital Mind] Follow us @investmentheat – lists /...
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