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Month: September 2016

3 / 6

Prudential ICICI Insurance IPO: Good Stock But Price is Too High

Today’s the last day for the Prudential ICICI IPO. It’s already subscribed 6 times, which means the last few hours will see a serious ...
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On Slack: Boosting QE, Brexit Bulletin, Global Imbalances, Lehman Day, Sniffing Out the Truth and much more…

The Slack Discussions The Slack group at Capital Mind Premium has been extremely active and if you haven’t been there (Premium subscribers only), pop us a ...
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The Top 10 Banks Show Credit Slowdown, Not Enough Provisioning

The Banking sector in India has slowly been moving up in valuation. In the last three months when Nifty moved by 7.19%, bank nifty moved by 12.98%! Banks are ...
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[Webinar Video] Use Excel To Save Yourself from Being Suckered Into Financial Junk

Watch Deepak Shenoy unravel financial jargon through the use of simple Excel formulas that will help you understand when you’re being suckered into a ...
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Indigo Receives 6th A320neo – Maintains A Healthy 82% Seat Factor With 40% Market Share

We bring you the “Domestic Airlines Report Card for India” for the month of August, 2016. We take a look at the Number of Passengers carried, Market Share ...
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Longterm Portfolio Result Update (Sep 2016): 40% Returns YTD

The Long Term Portfolio is up 50% in One Year and 40% in 2016. Here’s a quick summary of Company Results. First, however, the performance. We’ve ...
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Profits of Nifty Companies Are *Lower* by 9% in June Quarter, Which Is Probably Good News

The 50 Nifty companies have announced results. And we have the verdict, they mostly suck. Here’s the chart. Click for a larger image. The Story: Cement: ...
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Momentum Portfolio: We Get Into This Auto Parts Company

The market's back, thank goodness. And now we enter an auto parts supplier we have liked this stock. Since this is a long-only portfolio. there is no ...
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How Much Of Recent Equity Fund Inflows Were In Arbitrage Funds?

There’s more to the arb fund story. We spoke of how much of the inflow into equity funds was just in Arbitrage funds, which are just funds that try to ...
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Macronomics: The CAPE Shiller P/E Ratio for the Nifty

Today we’ll speak of how to calculate the Cyclically Adjusted P/E Ratio, or CAPE, for the Nifty. Robert Shiller invented this for the US, so it’s ...
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