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Economy
IIP at 4.22% But Big Past Revisions Make It Unreliable
The Index of Industrial Production (IIP) for July 2015 moved up 4.22% from a year ago. Even last month’s numbers were revised upwards to 4.36% (from ...
Stocks
Kesoram Sells Tyre Subsidiary to JK Tyre 1month and 5 Days After Vehemently Denying It Would Sell Tyre Subsidiary To JK Tyre
Kesoram Industries’ press release, August 7: “Nonetheless Reiterate”, “No Intentions” – means: Oh come on, there is no way ...
Stocks
Amtek Auto Management Clarifies, Stock Moves Up, But Drama Still Ahead
The Senior MD at Amtek Auto, John Flintham, was on ET Now for a clarification of what the situation was: So what he’s saying is: Amtek is speaking ...
Foundations
Wait, The Government Can Default Too?
More rating craziness, with CARE downgrading what seems to be an ultra-safe instrument.They have cut the rating for a 100 cr. bond issued by Hindustan Organic ...
Premium
Premium: Action Plan: What To Do With the Jitters In Corporate Debt Owning Mutual Funds
Today we’re going to look at debt mutual funds, and how they will be impacted when there are concerns that the debt they own has a potential of not being ...
Foundations
Enter SoBoGoS: The Sovereign Gold Bond Scheme Explained In A Way That Won’t Put You To Sleep
Yay! We have a new way to buy gold. The Sovereign Bonds Gold Scheme has arrived, and I will call it Sobogos. First, if you are looking for unbiased versions, ...
Charts & Analysis
Charts: Crude Price Drop Helps The Government The Most; Incomes Flat While Indirect Taxes Go Up
For all the talk of the lower prices of crude, India’s crude input costs have dropped significantly: This should have been excellent for us, because ...
General
On Slack: JP Morgan Fund, Revenue Sharing regime, IT to Sports – HCL, Wipro & TCS, PM riding the bull, Gross Deflator Problem 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
Premium: A Quick Update: Souring FII Sentiment Tanks Rupee and Stocks. There's Probably More Damage To Come
As markets continue to tank, and we continue to hit stop losses, we have to look at broad data and ask: ...
Mutual Funds
Zee Promoter Company Borrows 2,200 Cr. , Has No Cash Flows, Negative Net Worth, Rated A+ on Shares Pledged and Franklin Templeton MF owns 800 cr. of That Debt
Why are we so trusting of rating agencies? The recent drama with Amtek Auto and the restriction on redemptions to 1% by JP Morgan AMC on two of its funds is a ...
