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Economy
Aggregate Debt Under CDR Mechanisms at An All-Time High; 19 Fresh Cases During Q2 2015
Earlier in 2014, we at Capital Mind had analysed the statistics behind Corporate Debt Restructuring programs in India (Macronomics: Corporate Debt Restructured ...
Opinion
The Inflexion Point for the IT Service Industry (Long)
This is a long post. It’s meant as weekend reading, and I would love to hear your thoughts: deepakshenoy at capitalmind.in or comment on this page. ...
Premium
Macronomics: You're Not Going To Believe How Much Banks Have Loaded On This Sector
You know what’s scary? This statistic: Home loans are the second largest sector for bank lending in the last year, after large industry, in all non-agri ...
Economy
Crude Price Falls, But Govt Keeps Raising Excise Duty To Match
The government has, for the third time in two months, raised excise duty of petrol and diesel by Rs. 2 each. This means there’s no change in the retail ...
Premium
Portfolio: Welcoming the New Year With a Tyre Stock
There’s a very interesting stock we’d like to add to the Capital Mind portfolio. We’ve seen a few whipsaws till date, but we are ...
Charts & Analysis
Fiscal Deficit Jumps Higher, Not Enough “Make in India”
India’s fiscal deficit pushed itself out of proportion at 99% of it’s fiscal target. The deficit until November was almost all of the deficit ...
Premium
Premium: Top Performing Stocks in 2014: Auto and Logistics Outperform
The team at Capital Mind wishes you a very Happy New Year! May your 2015 be filled with joy and prosperity and the kind of stocks we will now talk about. The ...
Economy
The Last Chart of 2014: That Rupee Goes Weak (Or, the Dollar Goes Strong?) Happy New Year!
The Indian Rupee in 2014 has seen an interesting ride. Starting out at Rs. 62 to a dollar, the rupee rose to around Rs. 58 in June. Since then, however, we ...
Economy
Indian Housing Loan to Income Ratios at Highest Share in Three Years. Will 2015 Be The Year of Reckoning?
Loan to Income ratios seem to be on the uptick for new housing loans, and at the highest levels since December 2011/March 2012. Source: RBI’s Macro ...
General
#Linkfest: Great and Meaningless Phrases, Not North Korea for Sony, New Rules for Uber and more…
Links to start the last Tuesday of 2014: 14 meaningless phrases that will make you sound like a stock-market wizard (Business Insider) Airtel withdraws VOIP ...
