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Foundations
Does the Retail Public Buy Falling Knives?
Flipkart has what it calls “The Big Billion Dollar Sales”. Amazon calls it “Great Indian Sale”, Brick and Mortar businesses give away discounts in the ...
Opinion
The Unintended Consequence of making Sanitary Pads 0% GST
The government finally made 0% duty for Sanitary pads. This is after much demand, back and forth, of this particular tax cut. But the road to hell is paved by ...
Premium
Premium: The Richly Valued Indian Insurers Pay Out More than Half Their Premium Earned In Commissions and Surrenders
Today, India has around 24 Life Insurance Companies to choose from though only four of them are listed on the stock exchanges. In this post we will be looking ...
Opinion
Bonus Shares: The Unintended Complication That Increases Long Term Investors' Tax Liability
The concept of bonus shares is weirdly fascinating. It’s just the moving of something from one account in the books to another. It’s total ...
Charts & Analysis
Charts: Core Inflation Goes to 6.4%, The Highest Since 2014
Here’s a headline you might not read. Inflation came in at 5% for June 2018, but we have something really important happening in the details. The ...
Premium
Fundas – Understanding the Quality of Earnings
As part of our funda series, in this post we try and decipher the quality of earnings that companies post. Lot of emphasis is given on the Income or Profit and ...
Mutual Funds
Mutual Fund Commissions: 8500 Crores in FY-2018 as Incentives.
Every year, the Association of Mutual Funds in India releases the “Consolidated data on Commission and Expenses paid to Distributors during the previous ...
Opinion
Abeyaar: ICICI Mutual Fund's Rumoured Bailout of the ISEC IPO
So this happens to be a “rumour” as we speak. That ICICI Prudential Mutual Fund, a famous mutual fund, in the sense of actually having a reputation ...
Premium
Taking Stock: A Deeper Look at Safari Industries
At Capitalmind, we often write posts on specific companies that we think are interesting and might make a good investment. In this post, we discuss a company ...
Premium
Portfolio: Replacing 5 Stocks and Adding 4 More In Momentum Monthly Rejig
Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio and reshuffle the portfolio accordingly. This is the ...
