In a new format, we introduce the Capital Mind Monthly Archive. So if you took a month off, you can quickly look at what we’ve been writing about at Capital Mind.
Macro and Markets
- How Have Stocks Done In a Month of High Carry?
- The Rajan Month Takes Us +6% But Ends on a Depressing Note
- Gold Returns Adjusted for Inflation Since 2007 are Stellar, PPF Not So Much
- The “Real” Nifty Adjusted for “Real” Inflation Will Shock You
- Nifty Stocks Above DMA Shows Potential Fall
- Will There Be No More 0% EMI Schemes?
- Near Record Number of 4% Weekly Moves in the Nifty; 2013 Brings Volatility Back
- The “Real” Nifty, Adjusted for Inflation is 32% Below its 2007 Peak
- Snapshot: Massive Upmove Due to Fed, but Banks Shine Nevertheless.
- Tech: Tata Steel and TCS Show Up Short
- Wholesale Price Inflation at 6.1% for Aug 2013
- The Three Distinct Phases of India’s Forex Reserves
- The Mystery of the Rubber Insulated Cable in the IIP
- CPI Inflation for Aug 2013 at 9.52%, Food at 11%
- IIP for July 2013 at 2.63%, Capital Goods Surprises, Consumer Durables Frightens
- Tech System: ACC Makes It Up 6% to Exit.
- And…Nifty Turns Positive For 2013
- Nifty, 10 Year Bond Yields and Inflation
- The Rajan Impact Continues on All Sectors
- Charts: Imports Flat, Exports Up 13% in August 2013
- The Rajan Impact on Sectors
- Rajan Welcomed Well By Equity and Dollar, Bonds Don’t Like Him
- MCX Loses 40% of Total Open Interest In The Last Few Days
- US 10 year Hits 3%, FIIs Take Out 73K Cr. in 3 Months
- Tech Note: BHEL Does Well, Look For Gap Traverse. ACC Might Set Up
- Busting Six Myths About A Falling Rupee
- SEBI Makes Market-Halt Circuit Limits Dynamic
- Markets Down 3%, Rupee Past 68. Fears of Syria, Or Something Else?
- Indonesian Rupiah Slammed To Lowest Since 2009
- Manufacturing PMI for Aug 2013 Contracts, Lowest Since 2009
RBI and Banking
- RBI Bans 0% EMI Loans, Says Customers Must Be Told Real Interest Rate
- RBI Will Remain the Lender of First Resort
- Chart: Credit Growth Increases to 18%, Raising Rates Correct Option
- Rajan Bites The Bullet, Raises Repo Rate 0.25%, Untwists Yield Curve
- What Will Rajan Do Today?
- Huge Cost for Early Termination of 3 yr+ FCNR Deposits Makes it Unattractive
- What Is The MSF Limit, Really?
- RBI Tightens Screws on Forex Traders on Online Websites
- MSF Borrowing Still At 1.4 Trillion
- The Low Risk NRI Mega Return Through Leveraged FCNR Deposits
- Banks Can Come After Your Assets If The Builder Defaults
- MSF Borrowing Reaches a Record 736 Billion; Liquidity Is Very Tight
- RBI Sold $6 Billion in a Crazy July 2013
- Regulate Payment Systems, But Let In More Players
- FCNR Deposits: Will the RBI’s 3.5% Swap Help?
Fixed Income
- 91 Day T-Bills Return To Single Digits
- Biggest Bond Devolvement of 2013 at Rs. 4,000 cr. Makes This the Worst in 12 Years
- Underwriting Commissions for G-Sec Bond Auctions Go Up Again For the Monday Auction
- CBLO Sees 72% Rates on Cash Crunch, MSF Borrowing Goes To Rs. 1.4 Trillion
- 91-day T-Bill Yields Soften Below 11%. Expecting Easing Rates?
- Massive Devolvement Forces RBI To Cut Bond Issuance
- All the Financial Advice You’ll Ever Need
- The US Government Shutdown Drama
- Real Estate: Builders Not Delivering, High Unsold Inventory and Then, Defaults
- My name is Ben, and I’m a Central Banker.
Popular
- Are We Doing Shady Tax Reporting?
- The Fed Does Not Taper
- SEBI Finalizes Angel Fund Regulations
- The Next Fed Chair Will Not Be Larry Summers
- Links: Potash De-Cartels, IIP Shadiness, Redbus-ted Exits
- Six Myths About The Food Security Bill
- Local Manufacturing Could Be The Future
- Vodafone’s $130 Billion Deal Gets Tax-Avoidance Outrage
- The Real Estate Ponzi Scheme Exposed: RBI Warns Banks Funding Builders with Upfront or 80:20 Loans
NSEL
- NSEL: The 5,500-crore Scam No One Wants to Deal With
- NSEL News: FIR Filed, Conflict of Interest, Exit from F&O
- NSEL: Anand Rathi Raided, Money Laundering, Auditors Flee, Yet Another Default
- Is Jignesh Shah Trying To Sell His Stake in FT? FMC Says Fit & Proper Status at Risk
- From the NSEL Desk: Anjani Sinha’s Affidavit
