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Month: July 2014

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CAPM Portfolio: Stop “Profits” Due To Midcap Carnage

Rough days for the Portfolio! In a startling set of twists, the Budget has hit our stops big time. BEML had hit its stop, and we exited at Rs. 704 on the ...

Optionalysis: Budget Day Option Strategies

Before the Budget madness, let’s take a quick look at option strategies. Strangely, implied volatility is VERY low, with the VIX at 18.18 (election time saw ...

CAPM Portfolio: Adding [Stock] and Praying for [Stock]

The portfolio has taken a big hit after the Railway Budget based crash. It continues to perform badly today and we must consider taking action. BEML at Stop ...

Scathing Review, Cursed MF: Capital Mind’s Budget Pieces Elsewhere

Two of our articles have been published in Qz and Outlook. Here is some link love: Outlook: “Strong Mandate, Weak Budget” – a scathing review of the ...

The 80CCD Confusion: Do You Get Another 100,000 Deduction?

There are many conflicting views on the budget. A certain section – 80 CCD – has been amended, clarifying that it is available to private sector ...

Capital Gains Bond Investment Loophole Plugged: Only 50 Lakhs Allowed to Offset Gains

One more tax loophole in Capital Gains has been bridged. Now, you can only invest your long term capital gain in certain bonds (54EC, like NHAI bonds) upto Rs. ...

You Can Buy Only One House To Offset Capital Gains: Budget 2014

You can only buy one residential house with the capital gains you make, says the Finance Ministry, in the Budget. If you have capital gains from selling a ...

Our Take on the Budget: What Just Happened?

There’s always things to like and dislike about budgets and governments. How could they do this? What about that? These are considerations, sometimes petty ...

Go Healthy: Tobacco Duty Hike of Upto 72%, Coke and Pepsi Get a 5% Tax

It’s going to cost you a lot more to light up. The excise duty on cigarettes is up 72% for cigarettes less than 65 mm, and 11% to 21% on other cigarettes. ...

Cheaper Kindles, Chappals and Soaps, Pay More for Radio Taxis and Coke

We have seen indirect taxes change with the Budget, and here are the key changes: Consumer Goods Soaps get cheaper as customs duty on input chemicals is cut ...