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Month: October 2016

5 / 9

Portfolio: [stock] Bank Gets Into Long-Term

We haven't liked banks for a while now. We have even benefited from a 50% move in Bank but we aren't still a huge fan. But it does seem that now, the times ...
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Momentum Portfolio: Changes in Strategy

We have a new strategy to take the Momentum Portfolio forward. We will be adding stocks to the portfolio as the market shows us interesting opportunities. We ...
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FDA Sample Analysis Reveales Presence of Salmonella Contamination In Bikaji Chowpati Bhelpuri

We bring you our Wednesday Weekly FDA Product Recalls Report. Surprisingly there were no new recalls initiated by Indian Pharmacos over the last 7 days ...
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Camlin Fine Sciences, ICRA, INOX Leisure and Prestige Estate Witness Big Deals

We bring you the “Big Deals” for today. A summary of the most important Bulk and Block Deals. Today’s Big Deals: Camlin Fine Sciences – Copthall ...
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On Slack: 97% Rain, Air India Profits, Coupon and Yield, Edge off Libor, Index Options Market 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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eClerx Services Buy Back: 25% Higher But Not Worth The Arbitrage

eClerx has recently announced a buyback about 30% above the current price. Is this useful to investigate? Founded in 2000 by Anjan Malik and PD Mundhra who ...
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Charts: Exports Finally Show Some Growth, But Our Service Exports Are Slowing

Finally, some green shoots in India’s merchandise trade numbers. Although we saw the trade deficit increase to $8.3 bn, the highest since December 2015, ...
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Capitalmind Mashup – 15Oct2016

Capitalmind Mashup – a weekly newsletter to bring you a platter of publications over the past few days. All content shared here can be accessed by users ...
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Portfolio: Rejigging Smartcaps and Adding A Construction Company

We add this interesting small cap construction company to our Smartcap portfolio. ...
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Inflation at a One Year Low, But Core Inflation Is Rising

Consumer Price Inflation for September 2016 came in at a low 4.31%. This shows in the index with the major fall being in food inflation (which is just 4.1%) ...
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