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Month: October 2015

4 / 6

On Slack: SEBI scrutiny, Bond Spreads, High-Frequency Traders, E-Pharmacies, Textile Stocks 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 ...

In Charts: Sep 2015 Inflation Bumps Up To 4.4% But Largely From The Flat September in 2014

India’s Consumer Price Inflation for September 2015 shot up to 4.41%. Much of this is based on the flattening of the inflation index last year between ...

Charts: IIP at 6.44% in Aug 2015, But It's All The Base Effect

India’s Index of Industrial Production (IIP) for Aug 2015 came in at 6.44%, the highest in three years! This data is okay but as you can see in the ...

Capsule – 12 Oct: Bulk Deals and Delivery Volume Shockers!

We are starting a new “Capsule” series which will come to you on a regular basis, of data that is revealed in the markets but needs to be collated, cleaned ...

ET Now Interview: Lucky Guesses and Infy Results

I was interviewed on ET Now today and got really lucky in guessing their quarter profits! (I guessed 3,400 cr. and they announced 3,398 cr.) ...
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Optionalysis: Despite Infy's 3.8% Fall, Put Option Holders Lose Money [A Follow Up]

We promised a follow up to our earlier post on the Infosys Option Move. The stock did move a lot ...

Infy Results In Charts: Profits in Double Digit Growth, Higher Efficiency, Makes It Fairly Valued

Infy‘s results were today, and we present them in charts. Revenues Up, Profits Up (Finally) The rupee has also gone from Rs. 61 last year to Rs. 65 this ...

TPP: Sanjay Lalbhai Says Our Garment Exporters Will Lose Access To World's Largest Markets

In a follow up to our “warning about the Yarn industry” story, the warning on the Trans-Pacific Partnership seems to extend to Garments too! Check ...

Optionalysis: Infy Needs a 10% Move On Results, Otherwise Option Writers Win

As results come in, its imperative that option strategies will take some priority. Infosys results are tomorrow. Infosys in general has been very volatile in ...

A Venture Capitalist Who Insider-Traded the Apollo Cooper Deal, Also Stole $65 Million By VC Fraud

In strange occurances in the VC world, WSJ has an incredible story: A boyish 43 years old, Iftikar Ahmed ticked every box of the immigrant success story, going ...