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Month: December 2015

5 / 7

Chart: CPI Inflation for Nov 2015 at a 13-month High of 5.41%

Consumer Price Inflation for November 2015 came in at a 1 year high of 5.41%, riding largely on the back of high food inflation. Here’s the situation in ...
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Capsule – 14/12: Visa Capital buys Godawari Power And Ispat, Crest Capital buys Tractors India while Nomura Trust & Banking Company Exits TIL, Sanco Industries bought by multiple little known firms

Here is the “Capsule” of the data that is revealed in the markets. This has been collated and curated to make tradeable sense. Delivery Volume Shockers! We ...

Video: Howard Marks on Risk, Passive Investing, Consistency and Not Overpaying for Good Companies

Howard Marks gave a pretty awesome speech at Google. (Thanks @uptickr )   The points he makes are very interesting, and they’re all the “most ...
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Top Posts Of This Week – Startup Valuations Hide Risk For Investors; Fall Of Nifty; GST Revenue Neutral Rate; JP Morgan Sells Amtek Auto Debt And Some More

As we come around to the end of this week, let us @CapitalMind_in highlight the posts which garnered most clicks and which elicited most responses from you ...

Charts: Don't Believe The Headline 9.8% IIP Number, It Was The Dussehra and Diwali Holiday Effect

India’s Index of Industrial Production (IIP) showed a major Diwali Effect as it rose 9.8% over the previous year for October 2015. But disregard that. ...

Capsule – 11/12: FIL Investments Books Profits in Apollo Tubes, Amansa and Sequoia Engage in Deals in Just Dial stock and more!

Here is the “Capsule” of the data that is revealed in the markets. This has been collated and curated to make tradeable sense. Bulk & Block Deals Here ...

The 10 Year Bond Auction Devolves Today as Banks Get Greedy Before The Fed Rate Decision

The devolvements have started again! Last week, we saw the bond auction devolve (just a little bit) as the RBI refused to sell at higher yields even though ...

Macronomics: The Story of the FCNR Swap and Why It Will Haunt Us In 2016

This is a story that’s purely fiction, and figments of my imagination. There are certainly elements linked to living people, but none of the following ...

On Slack: Samprada Singh – Bringing Alkem into the Future, BigBasket Closes Latest Round of Funding, Delhi resorts to Stringent Measures to Curb Air Pollution 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 ...

The Revenue Neutral Rate for GST, in Nice Looking Graphs

The Finance Ministry has released the report on the “Revenue Neutral Rate” for GST. This may be purely academic because the thought of going to ...