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Premium Portfolio
Missing The Big Moves and The Difference It Makes To The End Result
How often do you hear this: Only 40 days have contributed to the total gains of the S&P index since inception! So, missing those days can have a massive ...
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Portfolio: The March Rejig of the Momentum Portfolio Weeds Out Losers, Rides the Winners
We’ve had some changes in the momentum ...
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Portfolio: The Dividend Yield Portfolio Returns 31% and Gets a 7.2% Yield in 14 months
The Dividend Yield Portfolio has been doing well with a 31% return since Jan 2016 (when we started it). And we had a 25% loss in one stock (Noida Toll Bridge) ...
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Bond Baba: How Do You Evaluate A Buyback For Arbitrage?
For more than a year, we have showcased Arbitrages through buy back of equity shares by listed companies. The arbitrage comes into play because of ...
General
On Slack: Anxiety of Active Strategies, Auto Jobs in Jeopardy, Balance Sheet Problem, Credit Growth, Debt Profile Plunges, Real Life ’Trading Places’, Short-Term Credit Spreads and more….
Slack is where the daily action happens. We take pride in our diverse and always helpful member community which includes value investors, fund managers, and ...
Mutual Funds
Debt Funds Purchases Lower By 36% in February; Equity Funds Net Inflow Increases By A Third
Here is our monthly report covering the sales and redemption/ repurchase data of Mutual Funds in India. You can catch the previous edition here. February 2017 ...
General
There's a Short Squeeze In The Bond Market As PSU Banks Outwit Sophisticated Foreign Bank Desks
The bond market cries: Short Squeeze! Of course, we equity players know that short squeezes are different and massive. This one wasn’t huge, but ...
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Macronomics: That Slowing Bank Credit Growth Again…
In Macronomics today, we find that banks are hurting heavily on multiple fronts on their lending side, though real estate is still taking more credit. But ...
General
Weekly Mashup – Automobile Sales, Big Whales Report, Offer For Sale & more!
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 ...
Charts & Analysis
Force Motors Overall Sales Growth At 1.3%; UV, SUV & Tractor Sales Contract 11.09%
We bring you our monthly report on the automobile sales for February, 2017. You can catch all the February Sales here. You can also find all the coverage in ...
