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Charts & Analysis

RBI Intervenes To Stop Rupee Hitting 67 to the Dollar, Tries To Offset by Buying Government Bonds

This is big macro month. On Tuesday, the RBI, in a 2 month policy note, did nothing. It didn’t just do nothing, it was expected to do nothing. The fact ...
Opinion

Plug: Medianama's Report on Mobile Internet Numbers Show How Much More Relevant Data is Today, And Who Will Get Hurt When Reliance Jio comes in

Medianama has a brilliant report of the Mobile Internet in India (You can purchase it here), Sep 2015 edition. From their post on it: 3G connections accounted ...
Premium Portfolio

Optionalysis: Using Standard Deviations to Build Strategies Targeting 2% to 3% per month

You can use options for many things, and usually we think of options as highly leveraged plays to trade with extreme volatility. Options, however, have many ...
General

On Slack: Bain sells Hero Shares, Slack Preps for IPO, Nifty Directors earn 170x Staff Salaries, Zerodha Going zero Brokerage 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 ...
Premium

Portfolio: We Clean Up Underperformers, Add Two More Outliers YTD Performance at 21%

It’s been a crazy time with the momentum portfolio. We had two entries and four ...
Charts & Analysis

The GDP In Charts: Deflation Helps Indian Economy Grow 7.4% But Nominal Growth at 6%

India’s GDP growth in the Sep 2015 quarter came in at 7.4%, which would be awesome, except that it’s the “real” GDP, which is the ...
Charts & Analysis

Chart: Lot Size Increase Hurts Index Futures A Little, But Doesn't Impact Stock Futures At All

We know that SEBI/NSE increased the minimum Futures and Options contract size to Rs. 5 lakh from Rs. 2 lakh. That should have crimped the buyers of options or ...
Premium

Macronomics: Rupee Falls To Key Technical Levels, and Bond Yields Rise To Highest Since Rate Cut; Which is More Worrying?

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General

Top Posts of This Week: Why Tax Incentives Are Bad For India; FIIs Go On A Selling Frenzy; Flipkart Getting Scammed By Seller and Some More…

We had quite a week on Capital Mind. The Capital Mind’s First Meetup was a huge success and the members who attended had an amazing time and got their ...
Stocks

JP Morgan Might Offload Amtek Auto's Troubled Bonds to a Vulture Fund at a Haircut

Amtek Auto’s bonds have been held by JP Morgan AMC, now in a segregated fund. The 200 crore worth bonds are it seems, in some kind of a deal with a ...