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Premium

Momentum Portfolio: We Add One New Position in another Chemical and Drug Co

The markets are remarkably up and we added one more position in our momentum ...
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Premium

Portfolio: Adding One Stock And Exiting Another Partially

We are adding on more stock to the momentum portfolio and exiting other. We are taking a cautious approach and exiting in small ...
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Mutual Funds

Mutual Funds AUM Touch 16 Lakh Crore, Liquid Funds Witness Negative Inflows

Assets managed by the MF Industry has increased from Rs. 15.73 lakh crore in Jul-16 to Rs. 16.06 lakh crore in Aug-16.  Sequential growth stood at 2.13% or ...
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General

Prudential ICICI Insurance IPO: Good Stock But Price is Too High

Today’s the last day for the Prudential ICICI IPO. It’s already subscribed 6 times, which means the last few hours will see a serious ...
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General

On Slack: Boosting QE, Brexit Bulletin, Global Imbalances, Lehman Day, Sniffing Out the Truth and much 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 ...
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Premium

The Top 10 Banks Show Credit Slowdown, Not Enough Provisioning

The Banking sector in India has slowly been moving up in valuation. In the last three months when Nifty moved by 7.19%, bank nifty moved by 12.98%! Banks are ...
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Foundations

[Webinar Video] Use Excel To Save Yourself from Being Suckered Into Financial Junk

Watch Deepak Shenoy unravel financial jargon through the use of simple Excel formulas that will help you understand when you’re being suckered into a ...
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Charts & Analysis

Indigo Receives 6th A320neo – Maintains A Healthy 82% Seat Factor With 40% Market Share

We bring you the “Domestic Airlines Report Card for India” for the month of August, 2016. We take a look at the Number of Passengers carried, Market Share ...
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Premium

Longterm Portfolio Result Update (Sep 2016): 40% Returns YTD

The Long Term Portfolio is up 50% in One Year and 40% in 2016. Here’s a quick summary of Company Results. First, however, the performance. We’ve ...
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Stocks

Profits of Nifty Companies Are *Lower* by 9% in June Quarter, Which Is Probably Good News

The 50 Nifty companies have announced results. And we have the verdict, they mostly suck. Here’s the chart. Click for a larger image. The Story: Cement: ...
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