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Stocks

The Year That Was: Banks and RBI

The year 2018 is coming to a close and we at Capitalmind will be trying to cover the most important aspects of it through a series of posts. We start off with ...
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Economy

Abeyaar: RBI Is Hoarding Too Much Capital And Can Pay A Chunk To The Government

The Government’s asking the RBI for money, and saying it has too much capital. The conversations around this are of this sort: Oh man the government is ...
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Premium

Uncle Theta: The No-Downside Strategy for 2019 – Nifty Returns if it Rises, No Loss if it Falls

We’ve been talking about our “No Downside Strategy” for a few years now. Basically, how do you get the Nifty Upside but don’t lose if ...
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Premium

Fundas: Understanding Financial Ratios – Part 2: Leverage and Profitability

In continuation to our series on Ratios, in this post we will look at the Leverage and the Profitability ratios. See our previous post on Ratios, Part ...
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Stocks

Outlier in Focus – Schaeffler India. How Does The Company Look Post Merger

We come across a large number of interesting stocks in Capitalmind SNAP Outliers, our discovery tool for stocks with momentum. Here’s a look at Schaeffler ...
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General

#Linkfest: PFC Buying REC, Hospitals With The Reddy Sisters, The Insolvent Fed

At Capitalmind Premium, we have a very active Slack channel where we discuss a lot of interesting topics. In there, a number of interesting links come our way. ...
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Foundations

Fundas : Understanding Financial Ratios – Part 1

One of the most important task that a fundamental analyst undertakes while analyzing companies is going through and understanding the financial statements of ...
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Premium

Portfolio: Adding Sixth Tranche of EV Portfolio

We have completed five tranches of buying electric vehicle portfolio. And today we will be buying in Sixth tranche. The EV portfolio is all about companies ...
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Stocks

Understanding the Kotak-RBI Battle – Letter, Spirit, Rules and A Court Petition

Kotak Bank, known as one of the finest private banks in India, has knocked the doors of the courts against its own regulator, the Reserve Bank of India. We ...
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Charts & Analysis

Charts: Inflation Remains Low at Sub 3% and See How Food Item Prices Fell

Inflation for November 2018 was at a ludicrously low 2.33%. This is largely from the base effect of a higher number in the previous year, though prices ...
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