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Month: April 2015

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Portfolio: Adding a Pigment Maker to the Long Term Portfolio

We are adding a stock to the Capital Mind Long Term Portfolio. This post is for Capital Mind Premium subscribers ...

Let Us Tell TRAI: We Want Net Neutrality in India.

Capital Mind supports Net Neutrality in India. You do not understand what Net Neutrality means, you say? Let me explain. What is Net Neutrality Net neutrality ...

Keeping it Real: RBI Forces Banks to Take Full Losses When Fraud Discovered

RBI has decided to haul banks up on frauds. Banks are now required to provision the entire amount due to the bank if it is discovered that there is a fraud, ...

J&K Bank: A Combination of Bad Luck and NPAs, Talks Big on MetLife. Back to Public Sector Valuations?

This is a very interesting story on J&K Bank. The bank’s been in the news for the wrong reasons recently: for one, it saw a big fraud that hurt its ...

Premium – What's the Deal With Timken India?

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PMI Moves Up Small, But the Ugly Inflation is Back!

The HSBC Markit Purchasing Managers’ Index (PMI) shows a marginal expansion in Manufacturing for March 2015. This is at 52.1, up from 51.2 in February. ...

What are 'Bond Yields'? A Video

We have created a 9-minute video to help you understand what ‘Bond Yields‘ mean and how they are related to Bond prices in the markets. The key ...
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March Shows Returns of -4.6%, 10-year Returns Will Fall Unless Sensex Goes Up 67%

The Nifty returns for March were lousy, giving us a -4.6% month at the end of the financial year: This takes the year’s return to just +2.5%, but at ...

Optionalysis: What does "Short Covering" Really Mean?

Firstly, we’d like to announce that we raised a round of seed funding for Capital Mind. Thanks very much for all your support and we hope to bring you ...