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Breaking

On Slack: Bond Interest Defaults, Mercy Of Foreign Flows, Once An Intern, Pay With Amazon, Playing Dangerous Game, Trump Times Ahead For Trump-Proof India 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 ...
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Premium

Portfolio: Buying the Long Term Portfolio, and Position Sizing

We’ve had a lot of stocks in our Long-Term portfolio. If you’re new to Capitalmind Premium, how would you allocate money to these stocks? ...
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Stocks

Early Q3: Small Banks Report Good Quarter Despite De-Monetization

The effect of demonetization on cash collections of small banks was expected to be bad. But the results show some resilience by smaller banks so far. The ...
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Charts & Analysis

Should India Move Towards a Banking Transaction Tax?

“It’s impossible to be sure of anything but Death and Taxes” wrote Christopher Bullock in his book The Cobbler of Preston, a quote now often referenced ...
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Charts & Analysis

Charts: Credit Growth Lowest Ever at 5.15%. Banks Load Up On Govt Bonds.

India’s Bank Credit Growth as a story is a depressing one. The credit numbers seem to show that credit growth is at 5.15% as of Jan 6, 2017. This is how ...
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Economy

Union Budget 2017-18: The Capitalmind Coverage

Union Budget 2017-18 Kuch to phool khilaye humne, aur kuch phool khilane hai Mushkil yeh hai bag me ab tak, kaante kai purane hai Budget 2017-18 will be here ...
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General

On Slack: 9.2 Lakh Crore Remonetised, Bond Guru, Dynamic City, Facts & The Future, Falling Rates, Icy Tidings, Mystery $9 billion, 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 ...
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Premium

Portfolio: Booking Profits in Two Stocks And Adding More of Another Two In Long Term Portfolio

We will be booking profits in two stocks and will be adding more of another ...
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Foundations

Would we Buy the Bombay Stock Exchange (BSE) IPO?

Bombay Stock Exchange is the oldest stock exchange not just in India but in Asia as well having been established in 1875. It’s also the exchange with the ...
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Premium

Taking Stock: A Deeper Look at Manappuram Finance

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 ...
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