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Macronomics: Bank Credit Growth Again In Single Digits, and Sectoral Analysis Shows Potential Distress in Some Sectors
A Bank Sector Credit Growth Update Today, in Charts: • Bank Credit growth near 10 year lows • Personal loans grow fastest in five years • Industrial ...
General
Mutual Funds Can Stop Redemptions in Extreme Cases, But Not If One Issuer Defaults, Says SEBI
SEBI has acted, after JP Morgan’s fiasco after the Amtek bond problem – where it restricted redemptions for a while and then moved the ...
Premium
The Long Term Portfolio: Summary Of Results and Investment Update
We have a bunch of positions in the Long Term Portfolio and here’s an update on all their results. This is a long post (warning!) and we are happy to ...
Mutual Funds
Nifty Returns 4% in May on Strong Domestic Buying
The Nifty returns in May have been 4.0% which has taken the annual returns into positive territory, at 2.7% for 2016. This is largely due to huge investments ...
Stocks
Ace Investor Porinju Veliyath of PMS Equity Intelligence buys stake in Emkay Global Financial Services
Emkay Global Financial Services (click here to view this on our SNAP Analytics Tool) is engaged in providing wealth management and advisory services. The ...
Economy
Big 7.9% GDP Growth in Q4 on Manufacturing Revival
How would you measure GDP Growth? By comparing it to last year. And when you get a GDP growth figure like 7.9% you always get up and say, wow! This is the ...
Premium
Premium: How Suzlon's Debt Tweaks Are Changing The Fortunes Of The Renewable Energy Company
Suzlon had results yesterday and a few interesting things came out. Here’s a quick series of thoughts: Note: We have sourced all info from their FY16 ...
General
On Slack: The fall guy, The coming debt bust, Iran’s port in the storm, RBI's Luddite licensing, Prioritise banking reforms, and much more…
The Slack Discussions The Slack group at Capital Mind Premium has been extremely active and if you haven’t been there, pop us a note by replying to this ...
Stocks
US based Hedge Fund Millennium buys stake in Reliance Communications & Rural Electrification Corporation
Integrated Core Strategies (Asia) – the Mauritius arm of the global investment management firm – Millennium Management purchased stake worth 86 crore ...
Stocks
Results: Nifty Companies Show 8.7% growth in Net Profit for Q4 2016, Annual Growth at 0.7%
With this results report card, today marks the end of the Earnings Season for the financial year 2015-16. Not all results were as expected, but there have ...
