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Month: September 2014

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Premium: The Importance of Position Sizing, Money Management and Pigs at the Trough

This is a post for Capital Mind Premium Subscribers on Corporate Debt Restructuring ...

Jama-Kharchi and the Conversion of Black to White

For the uninitiated among us (and I am one) it seems there’s this concept called “Jama Kharchi”, which is about converting black money to white. ...

India's External Debt Rises to 23% of GDP, But Not a Major Worry

India’s external debt has increased as a percentage of GDP to about 23%, with Indians borrowing over $440 bn from abroad. But note that some of this debt is ...

Premium: CAPM Portfolio: We Like What’s Brewing Here

A rally like the one we’ve seen has to end some day. But will that day be today? The answer, in our opinion, is probably not. Not because of anything major ...

RBI Buys $10 Billion in July, And Reveals How It’s Managing Forwards

RBI has revealed in it’s monthly bulletin that it has bought over $5bn in the forex market in July 2014, and another $5bn in forwards. This adds up to the ...

Shipping Cos See a Rally in Prices; Are Policy Changes Afloat?

Of the 10 companies in the ‘shipping’ industry as per the BSE, 8 have seen their share prices jump today.   For a single day, the 19.67% that shares of ...

Can Apple Pay Clear The Way For Two Factor Payments in India?

Apple introduced a new system called Apple Pay where you hold the phone next to a little device at a shop, and touch a button, and voila, the payment is made. ...

Watch Out Before You Guarantee a Loan; RBI Says Banks Can Tap You Faster

If you are asked to be a guarantor to a loan, here’s something to think about: RBI has said you will be a wilful defaulter if you refuse to honour the ...

Foreign Investors buy 171K Cr. in Indian Markets in 2014, Second Highest Ever

FII investments have reached the second highest ever, in a calendar year, at 171,000 cr. in 2014. And there are still four months left to go. Most of the money ...

Japan-The Land of the Declining GDP?

Japanese GDP data for the 2nd quarter of the year is out and they do not look too good! The Japanese economy has been seeing a steady upswing since its nadir ...