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Stocks

Premium: US FDA Warning Letter to Dr. Reddy’s – Here is an Additional Update

This is our follow-on newsletter w.r.t the Warning Letters issued by the US FDA to Dr. Reddy’s Laboratories on 6-Nov-15. Let us do a quick recap of what ...
Mutual Funds

Chart: FIIs Relentlessly Sell In Cash Markets, But There’s Some Hope Visible in Futures and Options

FIIs continue to sell our markets. Like there’s no tomorrow! Here’s the FIIs in the cash market as we’ve seen recently: Foreign investors ...
Premium

Portfolio: We Booked Profits in a Rice Player, and Booked a Sugar Loser

We exited two stocks today, one at a profit and another at a loss. And we want to add a third ...
Stocks

Capsule – 24/11: Globe Capital Market, Unifi Capital sells while Morgan Stanley Asia buys Aditya Birla Chemicals, Sourabh Cutting Tools adds more of Emkay Taps & Cutting Tools, Shilpa Porinju & Rajasthan Global Securities buy Globus Spirits

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 ...
General

On Slack: Galloping IndiGo, Crude Spikes, Nestle suit, Dubai Banks Bad Debt, Blow for Tata Motors, Vijay Mallya "wilful defaulter", Tiger Global rampage, Yellen’s arguments 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

Optionalysis: Risk Controlled MA20 Trades Hurt, But Not Much

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Foundations

Tax Incentives Have Distorted Our Economy. Remove Them and We’ll Win.

I went on a twitter rant about how we deal with incentives: 1/ India has wrongly placed too much on tax incentives. From zero taxed exports to tax credit for ...
Premium

Portfolio: [Stock] Falls 3.6% And Announces A Stake Sale in [Stock], What To Do?

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Premium

Capsule – 23/11: SBI MF adds more of Ganesha Ecosphere, Peanence Commercial buys Nirvikara Paper Mills, ABG Shipyard sold by IL&FS Financial Services

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 ...
General

On Slack: Your Retirement Buys Stocks, No RS Majority, Overpriced Food at the Movies…

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 ...