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Month: December 2014

4 / 5

Greece Gives Markets Jitters While China Surprises With a Big Fall

Greece is back in the news again. Antonio Samaras, the Greek Prime Minister, has called for what is effectively a “vote of confidence” for his ...

Dec 09, 2014

Equity Mutual Fund Inflows Till November At Highest In Over 8 Years

This year seems to have really kicked off for Mutual Funds. Especially Equity Mutual Funds, which have recorded a Rs. 86,816 cr. worth of inflows for the ...

Dec 09, 2014

Low Volatility: The First 1% Down Day in Two Months

Volatility‘s been low. And low on the downside, to a fairly large extent. Prashanth mentioned on twitter that yesterday was the first 1% down day since ...

Dec 09, 2014

SpiceJet Turns Bland After News Batters its Reputation

SpiceJet has been in the news lately. Crude prices have fallen but the carrier seems to be still quite deep in the bad stuff. The airline’s stock has ...

Dec 08, 2014

Macronomics: US Excess Reserves are Falling, And That Means More Money

We’ve spoken of the fact that US bank excess reserves have been rising, and in a way, that level of excess reserves means that US Banks are not ...

Dec 07, 2014

IPO: Monte Carlo Doesn’t Attract Us, Low Profit Growth and Potential Conflicts

We have yet another IPO in Monte Carlo fashions. First, let’s look at the fact that the IPO is already oversubscribed 2.44x.   The issue closes today, so ...

Dec 05, 2014

November at Capital Mind

Here’s what we at Capital Mind brought to you in November this year. Capital Mind Macro: • Three Hidden Facts in the GDP Growth Number of 5.3% for Sep ...

Dec 05, 2014

Macronomics: The Impact of a Controlled RBI Balance Sheet Brings Us a Focused Portfolio

   The 10 year bond went below 8% for the first time in over a year and the slide has been fascinating. The current 10 year bond (issued in July 2014) has ...

Dec 04, 2014

United Bank of India Declares UBHL A Willful Defaulter

And the bad news seem to keep flowing for one Dr. Vijay Mallya. United Bank of India has now declared United Breweries Holding Ltd. (UBHL) a ‘Willful ...

Dec 03, 2014

SEBI Initiates Proceedings Against DLF

Securities and Exchange Board of India (SEBI) has initiated penalty proceedings against DLF and its promoters. Minister of State for Finance Jayant Sinha said ...

Dec 03, 2014

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