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Month: November 2015

5 / 7

Top Posts: Ravi's Guest Post on Kaveri Seeds, Economics of Uber, UDAY State SEB Reform, Network18 Reliance deal and some more

Here’s the top posts at Capital Mind in the last two weeks, that we’ve seen a lot of action in. Great posts by Ravi Duggirala on Kaveri Seeds, the ...

Nov 12, 2015

Eros Tanks 31% in the US on More Uncertainty of How Many Movies They’ve Actually Distributed, Management Response Inadequate

Eros Plc is down 31% in the US on the day of Diwali. And largely because of concerns about reported numbers. The stock has tanked substantially, here’s ...

Nov 12, 2015

Happy Diwali 2015! Our Predictions For The Year Ahead

It’s Deepavali again! Or Diwali! And in the festival of lights, it’s time for us to make predictions and give you our piece of gyan that we end up ...

Nov 12, 2015

Premium: Dr. Reddy’s stock tank – Here is a breakup of what happened

Dr. Reddy’s Lab tanked on Friday and then again today, after news came out that involved US action against the company. The stock has been in news for 2 ...

Nov 10, 2015

Our Report Card of Last Year's Diwali Predictions: Bad Year, Good Predictions

Last year we predicted a few items in our annual Diwali Prediction post. A quick look at how we have ...

Nov 10, 2015

On Slack: Duty hike, MSCI India, Kattupalli Port, Chai pe Charcha, Swachh pinch 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 ...

Nov 10, 2015

Macronomics: The Rupee Just Went Nuts, Folks! And So Did The 10 Year Bond!

Bihar seems to have spooked too many people, as has the fear that the US will hike rates. The combination has made the rupee really really ...

Nov 09, 2015

Video: Demystifying the Sovereign Gold Bond Scheme

Today we speak of the Sovereign Gold Bond Scheme where the Government Will Sell You Gold! No, actually the government will sell you a bond that looks and ...

Nov 09, 2015

Capsule – 06 Nov: Amansa buys into Eveready, Vijay Kedia buys Heritage Foods and More!

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 ...

Nov 06, 2015

Demystifying the UDAY State SEB Reform Program: A 21,000 cr. Hit to Lenders

Power reforms are here! The press note introduces UDAY, The Ujjwal Discom Assurance Yojana. The problem currently is that State Electricity Boards (called ...

Nov 06, 2015

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