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Premium

Macronomics: Swiss National Bank Gives Up Euro Peg, Swiss Franc Skyrockets. What's in it for India?

We analyze the potential effects of the massive Swiss Franc jump on the markets. This post is for Capital Mind Premium subscribers ...
Economy

RBI Cuts Rates by 0.25% and We Told You So

Just three days ago, we wrote: At this point we at Capital Mind believe the RBI is very likely to cut rates, even before the next meeting. Because Inflation ...
Economy

Make Long Term Capital Gains Tax Free Only After Three Years of Holding

Equity capital gains are free if you sell shares after a year. You don’t pay long term capital gains taxes for shares sold on a stock exchange. But if ...
Premium

Portfolio: Value Turns to Momentum, and We Just Bought One

We're adding to our Portfolio on a momentum move. This post is for Capital Mind Premium subscribers ...
Opinion

Is Firing People with 3 Months Severance Pay Unfair? I don’t think so.

Our earlier post, The Inflexion Point for the IT industry, generated a lot of interest. There were more than 140 comments and it’s been quite a revealing ...
Economy

IIP Rises 3.8% in November, But Largely due to Diwali Effect

The Index of Industrial Production (IIP) went up 3.8% but the rise was mostly due to the Diwali effect. Diwali causes IIP to drop, as we have noticed in the ...
Premium

Fixed Income Portfolio: Four Mutual Funds We Consider to Profit From Falling Rates

This is the first glimpse of Capital Mind's Fixed Income Portfolio. This is a post for Capital Mind Premium subscribers ...
Charts & Analysis

CPI Inflation for December 2014 at 5%, That Rate Cut Might Finally Happen!

CPI Inflation for December 2014 has come in marginally higher than the previous month’s all time low of 4.4%. At 5% it’s still considerably below ...
Economy

IIP and Core Industries Diverged, but Will IIP Data Go Up Big Today?

There’s been a strange move in the Index of Industrial Production versus the “Eight Core Industries” in the previous month. The 8 core ...
Premium

Premium: One Structural Reason For the Sudden Rise in the Rupee

We analyze the possible reasons behind the Rupee's sudden resurgence of late. This is a post for Capital Mind Premium subscribers ...