Archives
117 / 652
Premium
Bond Baba: A Quick Look at Buybacks – MPhasis, Tata Investments, Bosch and SKF
Bond Baba has been looking at various buybacks, and while we haven’t participated in any officially, we’d like to make a quick list of buybacks ...
Breaking
#Linkfest: Tax Free NPS, Amrapali Siphons off 2600 cr., HCL Buys Lotus Notes
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. ...
Economy
Markets Expect Looser Bank Regulation, So Should You Buy Those Beaten Up PSU Banks?
A governor resigns. The new governor is likely to be “soft” on regulation. What’s that going to do to the public sector banks that have been ...
Opinion
The Implications of RBI Governor Urjit Patel's Sudden Resignation
Urjit Patel, Governor of the Reserve Bank of India, has resigned. Abruptly. Saying he’s off for personal reasons. (See note) How complex is this? Why ...
Premium
Annual Report Review : Thermax Limited
In continuation to our annual report review series in this post we analyze the annual report of Thermax Limited. Thermax is the leading capital goods player in ...
Premium
Premium: Adding NOCIL to the Long Term Multicap Portfolio
The recent correction in the markets has given us an opportunity to look at stocks which we earlier liked but went short of adding it in our portfolios because ...
Charts & Analysis
Chart: Bank Lending to NBFCs Grows 55% In A Year. Amidst All The Drama
In today’s chart, let’s take a quick look at the allegations that banks aren’t giving money to NBFCs. Remember October? When NBFCs were ...
Stocks
Outlier in Focus: A Quick View of Apollo Hospitals
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 Apollo ...
Premium
Bond Baba: Reviewing the Fixed Income Portfolio and Adding Gilt Exposure
Fixed income covers a wide arena of investments but have lower volatility in comparison to equity. Volatility in fixed income instruments is determined by the ...
Premium
Walk the Talk: Conference Call Insights from the Tyre Industry
As part of our new series, “Walk the Talk: Industry Insights From Conference calls”. We will be going through the results and conference calls of different ...
