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Stocks
SpiceJet Turns Bland After News Batters its Reputation
SpiceJet has been in the news lately. Crude prices have fallen but the carrier seems to be still quite deep in the bad stuff. The airline’s stock has ...
Premium
Macronomics: US Excess Reserves are Falling, And That Means More Money
We’ve spoken of the fact that US bank excess reserves have been rising, and in a way, that level of excess reserves means that US Banks are not ...
Stocks
IPO: Monte Carlo Doesn’t Attract Us, Low Profit Growth and Potential Conflicts
We have yet another IPO in Monte Carlo fashions. First, let’s look at the fact that the IPO is already oversubscribed 2.44x. The issue closes today, so ...
General
November at Capital Mind
Here’s what we at Capital Mind brought to you in November this year. Capital Mind Macro: • Three Hidden Facts in the GDP Growth Number of 5.3% for Sep ...
Premium
Macronomics: The Impact of a Controlled RBI Balance Sheet Brings Us a Focused Portfolio
The 10 year bond went below 8% for the first time in over a year and the slide has been fascinating. The current 10 year bond (issued in July 2014) has ...
Stocks
United Bank of India Declares UBHL A Willful Defaulter
And the bad news seem to keep flowing for one Dr. Vijay Mallya. United Bank of India has now declared United Breweries Holding Ltd. (UBHL) a ‘Willful ...
Stocks
SEBI Initiates Proceedings Against DLF
Securities and Exchange Board of India (SEBI) has initiated penalty proceedings against DLF and its promoters. Minister of State for Finance Jayant Sinha said ...
Economy
RBI Keeps Rates Unchanged, Will Wait Till Early Next Year
RBI has changed no rates. CRR remains at 4%, SLR is stagnant and repo/reverse rates are at 8%/7%. The important paragraph is this: 18. Still weak demand and ...
Economy
RBI Reverses Gold Restrictions, But Smuggling Still Lucrative With 10% Duty
RBI has reversed all restrictions on gold imports. This supposedly has come from the government. It’s a very good decision, because such import ...
Economy