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General

Event: Offer for Traders’ Carnival in May 2015, Mumbai

Deepak will be speaking at Traders’ Carnival 2015, on May 1 to 3 in Mumbai. This is an annual event, and Deepak is part of the core team that helps with ...
Economy

Tax Arbitrage Using Arb-Funds To Be Removed?

Value research says it’s likely that in the budget, Arbitrage funds will be considered debt funds for the sake of tax. After the last budget (July 2014) ...
Premium

Portfolio: Markets Reverse and Momentum Stop Gets Hit

We make a momentum move in our CAPM Portfolio. This post is for Capital Mind Premium subscribers ...
Premium

Applications for Payment and Small Banks: The Public Companies Who Applied

The list of applications for Payment and Small banks has been released. And interesting among them are: Public Companies Dewan Housing Finance (Small bank) ...
General

Telecom Companies Getting Sued in Consumer Forums after Landmark Decisions, Must Step Up Their Game

In February last year, the Department of Telecommunications (DOT) had paved the way for telecom companies (Airtel, Vodafone etc.) to be sued in the consumer ...
General

RBI Policy Decoded: No Rate Cut, SLR Drop Overrated, Forex Freed and Corporate Bonds Beaten Up

RBI has not cut the repo rate. At Capital Mind, we expected this – we said at the time of the last rate cut (in Mid-Jan): RBI will continue to cut rates. ...
Premium

Premium: Yellowing Leaves in the Nifty, Cumulative Profit Growth Falls Off a Cliff

We dissect the performances of the Nifty companies' Q3 results so far. This post is for Capital Mind Premium subscribers ...
Economy

Five Things We'll See In Budget 2015

I write at Outlook – Five Things We’ll See In Budget 2015: There are a lot of expectations from the NDA’s first full budget. Here’s ...
Stocks

Coal India Offer Rescued by LIC, Just Like The Old Times

We mentioned in the Coal India OFS analysis that we didn’t see the demand for the offer as very much and the issue might need to be rescued. This ...
General

The Hunt For Yield Takes the US to Subprime Auto Loans.

The next US subprime problem, apparently, is in auto loans: Ms. Payne went with her daughter to a dealership that arranges loans for Santander and other auto ...