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Month: March 2015

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Consumer Inflation for Feb 2015 Not A Worry, Even When Higher Than Last Month at 5.37%

CPI Inflation for Jan 2015 is out and it’s not a worry. Even though it’s marginally up at +5.37%, the increase is because of the dipping base in ...

The Euro is at a Three Year Low, Down Below 66

We have a three-year low on the Euro. Three year low. This is not just dollar strength – it’s also serious rupee strength in comparison. Euro ...

Macronomics: Oil Saves the Current Account Deficit, But Gold Trips Us Up

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IPO: Adlabs, An Expensive Theme Park at a Very Expensive IPO Price

Yet another IPO is here! This times it’s Adlabs Entertainment. If you’re an old timer, you’re thinking, “What? Again?” Manmohan ...

Portfolio: Two Stops Hit, Adding a Cotton Company and a Chemical Manufacturer

We make a few changes to our CAPM Portfolio based on momentum moves and stop losses being hit. This post is for Capital Mind Premium subscribers ...

Long Term Returns for Going "Direct" Can Give You Many Lakhs More

Direct Plans Can Make 10% Greater Returns Over The Longer-Term, as we find out when analyzing returns of the same fund in the "Regular" (Commissions are paid ...

2% Down Is Big? Only 6 Such Days In The Last Year, Up or Down!

Markets fall 2% today on what seems to be “Global Volatility”. We think it’s because “prices fluctuate”. They haven’t moved ...

Premium: Four Warning Signs a Stock Has Shady Promoters

We discuss the warning signs to look out for, which point to shady promoters. This post is for Capital Mind Premium subscribers ...

Budgetonomics 2015: The EBook Free For Capital Mind Premium

Every year we produce a book on the Budget called Budgetonomics. It’s about the Budget. The What, the Why, the How and the Who Does It Affect. The ...

Mutual Funds: Direct Plans Beat "Regular" Plans By 0.7% Per Year!

Mutual Funds have been in vogue as an investment class ever since their introduction in the 1960s with UTI introducing the first Mutual Fund in India. It has ...