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Charts & Analysis
The Great Big Chinese Yuan Devaluation In Perspective
Yeah, yeah, the Chinese Yuan has devalued. But let’s just see what other emerging countries have done since last August. Puts things in a slightly ...
Economy
IIP for Jun 2015 at +3.8%, Manufacturing Rebounds and Consumer Durables Spike
India’s Index of Industrial Production (IIP) grew 3.8% over the previous year, a four month high. (Largely because the headline number of 4% of April was ...
Charts & Analysis
What a Surprise: Inflation in July 2015 at a Delightfully Low 3.78%
Inflation for July 2015 has come in at a new all time low of just 3.78%. Some of this is indeed expected, as last year the index went sharply up, till ...
General
Steel Duty Hike Will Not Change Anything as Long as We Have FTAs with Japan and Korea
The government has hiked the duty on certain steel products by 2.5%. This is after recently increasing duties on Steel imports by 7.5% to 10%. I was on CNBC ...
Premium
Portfolio: We Thank The Textile Pack, And Move On To Breakouts On A Rough Day
In a day of extreme volatility we have managed to wreck and partially rebuild our Momentum Portfolio. A huge number of stocks went south, and some went north ...
Stocks
India Loses The Sheen of Instant Market Gratification, But Midcaps Have Saved Us. Till Now.
Josh has an excellent post at The Reformed Broker: The Positive Feedback Loop is Broken. In an uptrending market, investors are conditioned to hold onto their ...
Charts & Analysis
Chart: Nifty Aggregate Revenues and Earnings Both Dip 2% Year on Year
Nifty aggregate earnings (added up) are now DOWN 2.25% from the June quarter last year. This, combined with the Nifty just 5% from all-time highs is, one might ...
Premium
Portfolio: Out of NDL and Aegis, And Into Two High-Risk Stocks
We’ve had even more changes recently to the ...
Foundations
Video: Introducing Options With AP with a High Conviction Tata Steel Move!
Capital Mind Premium has a great chat channel at Slack, and we’ve recently had a very cool addition: For the next three months Abhijit Phatak (@ap_pune, ...
