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On Slack: The fall guy, The coming debt bust, Iran’s port in the storm, RBI's Luddite licensing, Prioritise banking reforms, and much 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 email.

A brief summary of some of the interesting things discussed there in the last few days

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#general: The fall guy

Successful inflation targeting calls for more reform. Targeting Governor Raghuram Rajan is all too easy. (Link)

#general: China’s financial system – The coming debt bust

It is a question of when, not if, real trouble will hit in China. (Link)

#general: Politicians must avoid comments on second term for Raghuram Rajan: Assocham


#general: Tata Group enters e-commerce market with apparel, electronics website

India’s biggest conglomerate Tata Group launched an e-commerce venture on Friday, as it seeks to cash in on rising purchasing power in a market dominated by deep-pocketed international retailers and startups backed by global tech investors. (Link)

#general: Raghuram Rajan’s performance appraisal

Amid all the talk of a second term, or not, for the RBI governor, here’s an alleged transcript of a suspected meeting in the finance ministry, according to notoriously unreliable sources. (Link)

#general: Ajay Shah: Prioritise banking reforms


#general: Debashis Basu: RBI’s Luddite licensing


#general: Sensex to be derived from BSE 100 Index from June 2016

Under the current method of selection, the eligible companies for Sensex were selected from all common equities listed at BSE. (Link)

#forex-commodities: Miner Sees Silver Price Surging Ninefold as Global Gadgets Boom

A major Japanese electronics maker approached First Majestic Silver Corp. for the first time last month seeking to lock in future stock, a sign of supply concerns that could boost the metal’s price ninefold, according to the best-performing producer of the metal.

“For an electronics manufacturer to come directly to us — that tells me something is changing in the market,” said Keith Neumeyer, chief executive officer of First Majestic, the top stock in Canada and among its global peers this year. “I think we’ll see three-digit silver,” he said, predicting the metal could surge to $140 an ounce by as early as 2019. (Link)

#general: Iran’s port in the storm – Could the new deep sea port in Chabahar alter Asia’s trade dynamics?


#general: Why Karnataka Govt Has Asked Ola and Uber to Halt Operations

Karnataka, which hosts India’s Silicon Valley, Bengaluru, has asked taxi aggregators Ola and Uber to halt operations immediately. Contrary to what many may think, it is not a knee-jerk move of the state government. Asking them to halt operations is the outcome of the implementation of the Karnataka On-demand Transportation Technology Aggregators Rules, 2016 which was notified by the Government of Karnataka on 2 April 2016. (Link)


With China cheap one year & Brazil the next, flexibility helps! 10 years of global P/Es (Link)

On Slack: The fall guy, The coming debt bust, Iran’s port in the storm, RBI's Luddite licensing, Prioritise banking reforms, and much more...

#stocks: Five things to know about Sun Pharma’s US grand jury subpoena

Sun Pharma says the outcome of the summons from the US Department of Justice is unlikely to have any adverse impact on its financial results. (Link)

#stocks: Kajaria Ceramics investing Rs 150 crore in AP plant

With construction activity picking up, Kajaria Ceramics, one of the largest wall and floor tiles manufacturing company in the country, is investing Rs. 150 crore for setting up a polished vitrified tiles making plant near Nellore in Andhra Pradesh (AP). (Link)

#general: Infosys reveals it paid outgoing CFO Rajiv Bansal over Rs23 crore

Rajiv Bansal earned a gross salary of Rs. 1.31 crore, plus Rs.21.71 crore which Infosys says includes severance package, bonus and retirals. (Link)



Nothing in this newsletter is financial advice and should not be construed as such. Please do not take trading decisions based solely on the matter above; if you do, it is entirely at your own risk without any liability to Capital Mind. This is educational or informational matter only, and is provided as an opinion.


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