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Macronomics: The Next Big Risk – Banks Lend Most to Real Estate In The Last Year
We write about the growth of lending in the Real Estate sector. This is a post for Capital Mind Premium subscribers ...
Stocks
Amtek Auto Down Another 36% on Thursday as FIIs Dump Stock
This Amtek Auto story continues to worsen. First, it fell 60% when it was removed from futures and options, and earlier, downgraded. And then, two JP Morgan ...
Premium
Portfolio: A Momentum Reentry and a New Commodity Play for the Longer Term
We make some changes to the CAPM Portfolio. This post is for Capital Mind Premium subscribers ...
Foundations
Premium Video: Do Not Hurry Exits, Says AP on Trading Options
We’ve had options trading from AP in the trading room at Slack for over one month now.The idea of what AP is doing, is to educate us on how option trades ...
General
On Slack: Real Estate & Fuel Prices Discount, GDP buzz, Rate Cuts (Deposits & Loans), Systematically Important Banks 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 ...
General
Jaitley Says Minimum Alternate Tax on FIIs Won’t Apply Even In The Past
There will be no MAT on FIIs even before April 1, 2015. The history is…well, read this post. From ET: “We are of the considered opinion that the ...
Charts & Analysis
Our GDP in Charts: Lack of Government Spending and Slowing Private Consumption Growth Show GDP at Marginally Weaker 7%
India’s GDP data came in yesterday and it “seems” to be a weaker 7% compared to 7.5% in the march quarter. There’s two ways to look ...
General
On Slack: Monday Morning Carnage in the Markets, CAPM Portfolio Changes, Will Rajan Cut 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
News: China Gets Really Angry, Mumbai Flat Sells 50% Lower, Defaults in Dubai and Not Much Better in India
In News to Read today: NHB “considering” a proposal to allow home lenders to reintroduce prepayment penalties. But this is just retrograde – ...
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