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Month: July 2014

6 / 7

Your Friendly Neighbourhood Loan Waiver Moral Hazard is Here.

It’s incredible what kind of idiocy passes for politics in the country. In 2008-09, the UPA government threw a huge sop to farmers, telling them their unpaid ...

The Big Mo Corner: The Tech Stock With a P/E of 2

  The Big Mo Corner by Mohit Satyanand. I should be talking about the budget, right? And giving you gyaan about whether the Modi-Jaitley combo can come up ...

How Have Stock Markets Reacted to the Budget? (Premium)

In our Capital Mind Premium Budget coverage,we look at how stock markets have reacted to budgets. Remember, the budget is next Thursday (July 10). The Budget ...

RBI Will Sell Gold in India, Buy Gold Abroad, Ease Supply

With the large duty on Gold imports, and very large gold requirements in an inflationary economy, the issue of “how can we reduce Gold imports” has driven ...

How is Mantri Realty Offering 100% Return in Three Years?

How can Mantri guarantee returns? And 100% in three years? This is like spitting on the face of SEBI which regulates that no one can guarantee investment ...

PMI for Jun 2014 at 16 Month High

The HSBC Markit Purchasing Managers’ Index (PMI) for India, for Jun 2014, with Manufacturing and Services Combined, is at a 16 month high at 53.8, up from ...

What I’d Like To See in the Budget For Startups

The Government Budget should not have any real meaning for startups. But startups – and here I mean small and micro enterprises – generate most of ...

Budget 2014: Capital Mind’s Coverage

It’s Budget season again! Budget 2014 will be presented by Mr. Arun Jaitley to the Parliament on July 10. Let’s be fair and admit that we don’t know a ...

BNP Paribas Fined $8.9 Billion for Illegal Money Deals

A brilliant story by Jessica Silver-Greenberg and Ben Protess at the NYT, on how a grieving father of a daughter who died in a suicide bombing attack in Gaza, ...

CAPM Portfolio: Getting Greedy in July

To kickstart our portfolio in July, we’ll add more stocks, taking the stock list to 9. We’re now playing the momentum game. This is likely to get ugly, ...