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General

On Slack: Havells misadventure, New Aviation policy, IPO market in 2015, Economics of GST, Mother of all bull markets, New High – New Low Index, Suckers Index and 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

Guest Post: Havells Sells Sylvania To Stem Losses But Needs To Pump Up Domestic Business Too

Havells India Limited has announced last week that it would sell 80% stake in its wholly owned subsidiary Sylvania to ‘Shanghai Feilo Acoustics Company’, a ...
Premium Portfolio

Optionalysis: The Stock Option Liquidity Matrix And The Rules of Trading An Illiquid Market

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Charts & Analysis

Chart: CPI Inflation for Nov 2015 at a 13-month High of 5.41%

Consumer Price Inflation for November 2015 came in at a 1 year high of 5.41%, riding largely on the back of high food inflation. Here’s the situation in ...
CPIComponentsHighFoodInflation_thumb.png
Stocks

Capsule – 14/12: Visa Capital buys Godawari Power And Ispat, Crest Capital buys Tractors India while Nomura Trust & Banking Company Exits TIL, Sanco Industries bought by multiple little known firms

Here is the “Capsule” of the data that is revealed in the markets. This has been collated and curated to make tradeable sense. Delivery Volume Shockers! We ...
Foundations

Video: Howard Marks on Risk, Passive Investing, Consistency and Not Overpaying for Good Companies

Howard Marks gave a pretty awesome speech at Google. (Thanks @uptickr )   The points he makes are very interesting, and they’re all the “most ...
Howard-Marks.png
General

Top Posts Of This Week – Startup Valuations Hide Risk For Investors; Fall Of Nifty; GST Revenue Neutral Rate; JP Morgan Sells Amtek Auto Debt And Some More

As we come around to the end of this week, let us @CapitalMind_in highlight the posts which garnered most clicks and which elicited most responses from you ...
Economy

Charts: Don't Believe The Headline 9.8% IIP Number, It Was The Dussehra and Diwali Holiday Effect

India’s Index of Industrial Production (IIP) showed a major Diwali Effect as it rose 9.8% over the previous year for October 2015. But disregard that. ...
Stocks

Capsule – 11/12: FIL Investments Books Profits in Apollo Tubes, Amansa and Sequoia Engage in Deals in Just Dial stock and more!

Here is the “Capsule” of the data that is revealed in the markets. This has been collated and curated to make tradeable sense. Bulk & Block Deals Here ...
Economy

The 10 Year Bond Auction Devolves Today as Banks Get Greedy Before The Fed Rate Decision

The devolvements have started again! Last week, we saw the bond auction devolve (just a little bit) as the RBI refused to sell at higher yields even though ...