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Premium: SBI Profits Sound Good, But When You Look Inside…
State Bank of India announced results today and they started off well, but ended badly. First, their profits were up 23%, to 3700 cr. from 3071 cr. Non ...
Charts & Analysis
CNX 500 Chart: P/E at Close To All Time Highs, EPS Growth Falls to 1.64%
After a great response to our post on the Nifty P/E and EPS growth yesterday, we’ve been requested for a similar post on the CNX 500. This is a larger ...
Mutual Funds
IMPS Volumes Go Up 5x In A Year, We Think This Will Be Huge
We’ve written about IMPS – India’s Instant Payment Service – in the past. In 2011, I made an “instant” payment to my friend ...
Premium
Premium: KPR Mill Plans a 60% Capacity Expansion, Grows Profits 21%
This is a post sent to Capital Mind Premium subscribers, a result analysis of a portfolio company. ...
Stocks
Interviewed at ET Now: On Splitting Airtel, The Upgrade of Persistent Systems and The Bank EPS Push
I was interviewed on ET Now Today, and here are the snippets. Plus, clarifications Splitting Airtel’s business a good idea, but may hurt Indian ...
Foundations
The Gold Monetization Scheme: The What, The How and The Capital Mind View
The government has released Draft Guidelines for the new Gold Monetization Scheme. In Budget2015, Jaitley had mentioned this. Essentially you can deposit ...
Foundations
We Have To Free The Rupee Because There Is No Other Choice, Says RBI ED
G. Padmanathan, ED at RBI, spoke about the concept of Rupee convertibility recently. He mentioned a lot of things against making the rupee “capital ...
Charts & Analysis
Chart: Nifty EPS Growth at 2.77% Even as P/E Moves To Dangerous Highs
The Nifty Price to Earnings Ratio is at 22+ now. While at the same time the last one year’s EPS growth has fallen to a low of 2.77%! It hasn’t been ...
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