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Month: September 2016

5 / 6

Just a 1.7% Fall Isn't a Crash: A Nifty Perspective

The market sell off today was more or less expected. With the 2% fall in the US indexes on Friday people have been spooked because of the following reasons: Oh ...
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Broad Market P/E Ratio Update: Expectations Get Even Higher

The Nifty 500 Price to Earnings Ratio is something we get asked about all the time. And here it is, on a weekend where people suddenly believe there might be a ...
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Walmart Pulls Off Welspun's Sheets But Will Continue Relationship

After an abrupt termination of a decade long relationship by US retailer Target, Welspun seems to have hit a wall with the giant retailer Walmart as well. ...
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Portfolio: It Helps To See Coffee Futures Making New 52-Week Highs

Coffee Prices seem to be perking up! And that's going to help certain ...
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On Slack: Returns of Robo-Advisors; Don't Go For Cute Inv. Managers; 5 IT Stocks Lose 47K Cr; 10 Financial Modelling Commandments and more

What’s Happening on Our Slack Channels? The Slack group at Capital Mind Premium has been extremely active and if you haven’t been there (Premium ...
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Banks: MCLR Update – 07 September 2016

As a follow-up note on MCLR (Marginal Cost of funds based Lending Rate) and how it is changing the way banks lend in India, we are publishing the rates of ...
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McDonald's Franchisee Too Suffers Low Same Store Sales Growth in India

In continuation with our last post on Domino’s in India (Jubilant Foods) where same store sales growth has been falling, we’ve been asked about how ...
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JUBLFOOD: Same Store Sales Collapses As Startup Competition and High Prices Take Their Toll

Jubiliant Foodworks crashed recently. It has seen a degrowth in  terms profits, margins, same store sales growth etc. And this is probably something markets ...
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Macronomics: The Strange Case of the Highest LIBOR Since 2009

Today we look at a strange development in the world markets. It's an event that is causing rates to rise. And it's not the Fed. It's the LIBOR. The London ...
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Rubber Prices Fall to five Month Low, Tyre Companies Gain on Potentially Better Margins

Rubber prices are falling. Synthetic rubber, which is produced using petroleum is similar to natural rubber. With the recent rise in petroleum prices, low ...
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