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Month: February 2015

4 / 5

Macronomics: Housing Credit Explosion Continues, and RBI Seems To Get Aggressive With Dollar Buys

This is a post for Capital Mind Premium subscribers ...

Premium: Nifty Companies and their Disappointing Results Continue

We analyze the Q3 performance of the Nifty companies that have released results so far. This post is for Capital Mind Premium subscribers ...

The Nifty is Down 6 Consecutive Days For the First Time in….14 months.

The Nifty’s been down six consecutive days. We haven’t seen something like this for the last 14 months: And no, these things are not that uncommon. ...

Event: Offer for Traders’ Carnival in May 2015, Mumbai

Deepak will be speaking at Traders’ Carnival 2015, on May 1 to 3 in Mumbai. This is an annual event, and Deepak is part of the core team that helps with ...

Tax Arbitrage Using Arb-Funds To Be Removed?

Value research says it’s likely that in the budget, Arbitrage funds will be considered debt funds for the sake of tax. After the last budget (July 2014) ...

Portfolio: Markets Reverse and Momentum Stop Gets Hit

We make a momentum move in our CAPM Portfolio. This post is for Capital Mind Premium subscribers ...

Applications for Payment and Small Banks: The Public Companies Who Applied

The list of applications for Payment and Small banks has been released. And interesting among them are: Public Companies Dewan Housing Finance (Small bank) ...

Telecom Companies Getting Sued in Consumer Forums after Landmark Decisions, Must Step Up Their Game

In February last year, the Department of Telecommunications (DOT) had paved the way for telecom companies (Airtel, Vodafone etc.) to be sued in the consumer ...

RBI Policy Decoded: No Rate Cut, SLR Drop Overrated, Forex Freed and Corporate Bonds Beaten Up

RBI has not cut the repo rate. At Capital Mind, we expected this – we said at the time of the last rate cut (in Mid-Jan): RBI will continue to cut rates. ...

Premium: Yellowing Leaves in the Nifty, Cumulative Profit Growth Falls Off a Cliff

We dissect the performances of the Nifty companies' Q3 results so far. This post is for Capital Mind Premium subscribers ...