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SmartCaps: PTL Enterprises, A Low Priced Bet On Artemis Hospitals

Here’s introducing “Smartcaps” – Our crowd-sourced portfolio. First a bunch of thanks to the most awesome group I have known: all of ...
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Premium Portfolio

Optionalysis: MA20 Turns Around With a 50% Gain

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General

On Slack: 2,000-Mile Odyssey, Trouble with Foodpanda, Yuan Devaluation, Yellen Rates 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: MA20 Goes Bullish!

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Foundations

India Gets Protectionist: Stop Those Pesky Foreigners Who Make Things Cheaper Than Us

We’re getting into protection zones. The Finance Ministry yesterday announced a 20% “safeguard” duty on steel. This is to protect domestic ...
Stocks

JP Morgan AMC Isolates Amtek Bonds Into A Side Pocket, Will Allow Redemptions of the Rest

JP Morgan, which has been in the news because if refuses to let people exit short term funds (currently has a gate of 1% per day), has now offered a redemption ...
General

On Slack: Amtek Auto Group, NPAs, Bank Holiday without Pay, Fed Rates 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 ...
General

WSJ: How Nitin Mangal Was Made To Suffer For Writing That Negative Story on IndiaBulls

The Wall Street Journal has released a detailed report of how Indiabulls apparently intimidated a research analyst, Nitin Mangal, who had been arrested last ...
Charts & Analysis

Inflation Gets Some Base Effect Love With 3.66% – But You're Unlikely To See It This Low Again

Consumer Price Inflation (CPI) for August 2015 is at just 3.66% which is the lowest in this series. A heavy base effect contributes to this low number, as we ...
Premium

Macronomics: 1.2% Current Account Deficit in June But It's The Sep Quarter That Matters

We write about the BoP data for the June quarter, while illustrating the reasons behind CAD widening slightly more this June. We also explain why the September ...