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General

On Slack: US Companies Warn That A Recession is Coming, India’s Housing Crisis Set to Deepen?, Axis Bank: Asset Quality Improves, But ARCs High 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

Macronomics: Nifty and CNX 500 P/E Beyond 22, As Earnings Growth Deep in Negative Territory

The Nifty Price to Earnings Ratio is calculated by using the Nifty members’ market capitalization divided by the total earnings of all members of the ...
General

FOMC Makes It Clear: December Hike Remains On The Cards

The US Fed has decided not to raise rates today – they weren’t expected to. But they’ve made it fairly clear that a December Hike is still on ...
Stocks

Capsule – 28 Oct: Bulk & Block Deals and Delivery Volume Shockers!

We are starting a new “Capsule” series which will come to you on a regular basis, of data that is revealed in the markets but needs to be collated, cleaned ...
Stocks

Axis Bank Sold 1820 cr. of Loans at 65% Loss to ARCs, Drags Down Stock 7%

Axis Bank has fallen majorly today. It fell from 521 yesterday to 482 today, a fall of 7.5%. There’s a good reason: the worries about asset quality. In ...
Stocks

Premium: That Indigo IPO, Is It Worth A Buy?

We had analyzed the IndiGo IPO prior to its listing on the bourses. This post is for Capital Mind Premium subscribers ...
Stocks

Premium: Vedanta and Cairn Have Lousy Results, Future Hinges On The Merger

Vedanta results have been awful. That’s pretty much the adjective of most results nowadays but here’s the ...
Stocks

HDFC Posts Slowest EPS Growth In 5 Years, And That Too Propped Up By Dividend

HDFC’s results have been less than ordinary this time around. VERY less than ordinary. Consolidated results are the worst we’ve seen in a while. We ...
Stocks

Airtel Has Lowest Indian ARPU in 8 Quarters, and Boosts Consolidated Profits Only By Exceptional Item

Bharti Airtel announced results today and it seems like things are quite tough for the telco. While this sounds good (at least they are making a profit!) there ...
Economy

Indians Begin To Maintain Their Relatives Abroad And Study Outside Suddenly in July, More Likely US Tax Avoidance

The US has tightened up its tax collections through the FATCA process. And India’s a signatory. Which means people who have bank accounts in India but ...