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Opinion

Guest Post: The Airtel Zero idea: Splitting India’s Internet into many Internets

This is a guest post by Nikhil Pahwa, found at Medianama, where this article was first published. Nikhil is working hard to make the understanding of Net ...
Premium

Outliers: The Smallcap/Midcap Day, and Check Out [Stock]

We identify some great Outliers and talk about them in a new video. This post is for Capital Mind Premium subscribers ...
Premium

SBI Kicks Off With a 0.15% Cut in Base Rates. Will Others Follow?

The State Bank of India is cutting its base rate down by 0.15%, finally. Their new base rate is 9.85%. The base rate is the rate at which all bank loans are ...
General

RBI Policy: Rates Unchanged, But Opening of Government Bond Markets Looks Good!

The RBI didn’t move rates an inch in its monetary policy statement. Repo stays at 7.5%, and CRR at 4%. To explain: Repo is the rate at which banks borrow ...
General

Optionalysis: MA20 Indicates a Trade, But Our Calls Have Already Doubled

The MA20 has given us a signal – go long, it says. The CAPM MA20 is our proprietary breadth indicator. We take total number of Nifty stocks above their ...
Premium

Macronomics: Surprise in 91 Day T-Bills, Credit Growth Near 15 Year Lows, What Will RBI Do?

We opine on the macro-economic situation in the Indian markets today. This post is for Capital Mind Premium subscribers ...
Economy

RBI Says Okay to Slightly More Speculative Trading on the Rupee

RBI has increased limits on trading on the exchanges of currency derivatives. Earlier, total limits on forex derivatives (of all currency pairs combined) was a ...
Premium

Portfolio: Adding a Pigment Maker to the Long Term Portfolio

We are adding a stock to the Capital Mind Long Term Portfolio. This post is for Capital Mind Premium subscribers ...
General

Let Us Tell TRAI: We Want Net Neutrality in India.

Capital Mind supports Net Neutrality in India. You do not understand what Net Neutrality means, you say? Let me explain. What is Net Neutrality Net neutrality ...
Premium

Keeping it Real: RBI Forces Banks to Take Full Losses When Fraud Discovered

RBI has decided to haul banks up on frauds. Banks are now required to provision the entire amount due to the bank if it is discovered that there is a fraud, ...