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Month: August 2015

4 / 4

Chart: Nifty Aggregate Revenues and Earnings Both Dip 2% Year on Year

Nifty aggregate earnings (added up) are now DOWN 2.25% from the June quarter last year. This, combined with the Nifty just 5% from all-time highs is, one might ...

Portfolio: Out of NDL and Aegis, And Into Two High-Risk Stocks

We’ve had even more changes recently to the ...

Video: Introducing Options With AP with a High Conviction Tata Steel Move!

Capital Mind Premium has a great chat channel at Slack, and we’ve recently had a very cool addition: For the next three months Abhijit Phatak (@ap_pune, ...
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Portfolio: Thanks for 12% in a Month, But We’re Changing That Stock

A quick note on a change we made in the portfolio yesterday (Slack group had ...

The Summary of the RBI Policy Today, In Which They Did Not Cut Rates

RBI did not cut rates today, like we had expected them not to. There was no reason to cut, and in fact more reasons not to. What the RBI said was: We’re ...

Chart: Nifty Company Results Show Abysmal Profit Growth Even as Banks and Auto Shine

Out of the 50 Nifty companies, 33 have declared results and the status looks quite depressing. Aggregate profits of the Nifty companies are up just 2.5% (if ...

Macronomics: The Charts That Explain Why RBI Should Hesitate Before Cutting Rates Further

RBI has another meeting tomorrow and we seems to have the markets telling us there will be a rate cut. We don’t think there will be one, and there are ...