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Month: September 2015

5 / 6

Charts: Crude Price Drop Helps The Government The Most; Incomes Flat While Indirect Taxes Go Up

For all the talk of the lower prices of crude, India’s crude input costs have dropped significantly: This should have been excellent for us, because ...

On Slack: JP Morgan Fund, Revenue Sharing regime, IT to Sports – HCL, Wipro & TCS, PM riding the bull, Gross Deflator Problem and more…

The Slack Discussions The Slack group at Capital Mind Premium has been extremely active and if you haven’t been there, pop us a note by replying to this ...

Premium: A Quick Update: Souring FII Sentiment Tanks Rupee and Stocks. There's Probably More Damage To Come

As markets continue to tank, and we continue to hit stop losses, we have to look at broad data and ask: ...

Zee Promoter Company Borrows 2,200 Cr. , Has No Cash Flows, Negative Net Worth, Rated A+ on Shares Pledged and Franklin Templeton MF owns 800 cr. of That Debt

Why are we so trusting of rating agencies? The recent drama with Amtek Auto and the restriction on redemptions to 1% by JP Morgan AMC on two of its funds is a ...
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Macronomics: The Next Big Risk – Banks Lend Most to Real Estate In The Last Year

We write about the growth of lending in the Real Estate sector. This is a post for Capital Mind Premium subscribers ...

Amtek Auto Down Another 36% on Thursday as FIIs Dump Stock

This Amtek Auto story continues to worsen. First, it fell 60% when it was removed from futures and options, and earlier, downgraded. And then, two JP Morgan ...

Portfolio: A Momentum Reentry and a New Commodity Play for the Longer Term

We make some changes to the CAPM Portfolio. This post is for Capital Mind Premium subscribers ...

Premium Video: Do Not Hurry Exits, Says AP on Trading Options

We’ve had options trading from AP in the trading room at Slack for over one month now.The idea of what AP is doing, is to educate us on how option trades ...
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On Slack: Real Estate & Fuel Prices Discount, GDP buzz, Rate Cuts (Deposits & Loans), Systematically Important Banks and more…

  The Slack Discussions The Slack group at Capital Mind Premium has been extremely active and if you haven’t been there, pop us a note by replying to ...

Jaitley Says Minimum Alternate Tax on FIIs Won’t Apply Even In The Past

There will be no MAT on FIIs even before April 1, 2015. The history is…well, read this post. From ET: “We are of the considered opinion that the ...