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Breaking
On Slack: GST – A Constitutional Compulsion, Fixing The Plumbing, Gains Using The CAPE Ratio, Governance Controversies, Modern Money Theory, Sharpe Ratio & Beta and more….
The Slack Discussions The Slack group at Capital Mind Premium has been extremely active and if you haven’t been there (Premium subscribers only), pop us a ...
Premium
Macronomics: Industrial Bank Credit Contracts Even Before Demonetisation, Banks Still Love Real Estate Borrowers
Today’s Macro Data isn’t about demonetization. It’s about pre-demonetization. Tomorrow’s the RBI policy and it looks like there’s ...
Economy
India's PMI Contracts For The First Time Since 2013
The Nikkei Markit India Composite PMI (Purchasing Managers Index) shows a decline in November, to a contraction. The graph is like this: Above 50 is expansion, ...
Charts & Analysis
Chart: 10 Year SIP Returns on Sensex and Nifty are Less Than 8%
Demonetisation has had an impact on the markets, for sure, with November being a lousy month and markets falling. In effect, the 10 year SIP return on the ...
General
Weekly Mashup – Edition 11
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 ...
Economy
GDP Data: Government Expenditure Pushes GDP Up to 7.3% In Q2, Slowing Growth in Manufacturing and Financial Sectors
The GDP data released recently by MOSPI shows growth at 7.3% in real terms (post inflation). This probably means little now that there is a big hit to the ...
Economy
Most Banks Cut Deposit Rates, Reluctant To Cut Lending Rates – MCLR Update
Demonetisation has bought massive cash to banks, and they honestly don’t seem to need the deposits. As of yesterday Rs 8.44 Trillion was collected in ...
General
On Slack: Battered Asian stocks, Confirmation Bias, Corporate Debt at Recovery Risk, Excessive Diversification, Risk Premium, Ropy Rupee Recall and more….
The Slack Discussions The Slack group at Capital Mind Premium has been extremely active and if you haven’t been there (Premium subscribers only), pop us a ...
Charts & Analysis
Force Motors Sales Down By 858 Units, Avg. Realization At 6.23 Lakhs
Force Motors reported sales of 1,622 units in November, 2016 against 2,480 units during the same time last year resulting in a contraction of 34.6%. ...
Premium
Bond Baba Is Pleased With The SRTRANSFIN Bond's 12% Return
Bond Baba is a happy Baba today, thanks to Shriram Transport Finance. Some of you will remember the awesome 12% yield that appeared in these bonds in July this ...