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Month: January 2015

3 / 5

Make Long Term Capital Gains Tax Free Only After Three Years of Holding

Equity capital gains are free if you sell shares after a year. You don’t pay long term capital gains taxes for shares sold on a stock exchange. But if ...

Jan 14, 2015

Portfolio: Value Turns to Momentum, and We Just Bought One

We're adding to our Portfolio on a momentum move. This post is for Capital Mind Premium subscribers ...

Jan 14, 2015

Is Firing People with 3 Months Severance Pay Unfair? I don’t think so.

Our earlier post, The Inflexion Point for the IT industry, generated a lot of interest. There were more than 140 comments and it’s been quite a revealing ...

Jan 13, 2015

IIP Rises 3.8% in November, But Largely due to Diwali Effect

The Index of Industrial Production (IIP) went up 3.8% but the rise was mostly due to the Diwali effect. Diwali causes IIP to drop, as we have noticed in the ...

Jan 13, 2015

Fixed Income Portfolio: Four Mutual Funds We Consider to Profit From Falling Rates

This is the first glimpse of Capital Mind's Fixed Income Portfolio. This is a post for Capital Mind Premium subscribers ...

Jan 12, 2015

CPI Inflation for December 2014 at 5%, That Rate Cut Might Finally Happen!

CPI Inflation for December 2014 has come in marginally higher than the previous month’s all time low of 4.4%. At 5% it’s still considerably below ...

Jan 12, 2015

IIP and Core Industries Diverged, but Will IIP Data Go Up Big Today?

There’s been a strange move in the Index of Industrial Production versus the “Eight Core Industries” in the previous month. The 8 core ...

Jan 12, 2015

Premium: One Structural Reason For the Sudden Rise in the Rupee

We analyze the possible reasons behind the Rupee's sudden resurgence of late. This is a post for Capital Mind Premium subscribers ...

Jan 10, 2015

Macronomics: Foreign Investors Love Government Bonds So Much…

We look into FPI investments in Indian debt and equity markets. This is a post for Capital Mind Premium subscribers ...

Jan 10, 2015

Infy Results: Better than Expected, Greater Efficiency Visible

Infosys results for Dec 2014 are out, and we’re going to quickly cover them with just charts. They’ve surprised on the upside: EPS Growth on a ...

Jan 09, 2015

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