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Charts & Analysis
Consumer Price Inflation for Aug 2014 at 7.8%, Too High For a Rate Cut
Consumer Price Inflation for August 2014 comes in at a nice 7.80%. This is lower than last month, but still quite high and the "slope" of the ...
Economy
IIP Growth Falls to 0.5%, Manufacturing Contracts to -1%
India’s Index of Industrial Production (IIP) fell to a four-month low of 0.53%, after three strong months. (Interestingly, June IIP was revised up from ...
Premium
Macronomics: Corporate Debt Restructured Forms 5% of All Bank Loans, Highest Ever
What is the CDR mechanism? When a debt-laden company in a distressed state, and can’t pay back it’s debt, the bank can write off the loan as ...
Premium
Premium: The Importance of Position Sizing, Money Management and Pigs at the Trough
This is a post for Capital Mind Premium Subscribers on Corporate Debt Restructuring ...
Startups
Jama-Kharchi and the Conversion of Black to White
For the uninitiated among us (and I am one) it seems there’s this concept called “Jama Kharchi”, which is about converting black money to white. ...
Charts & Analysis
India's External Debt Rises to 23% of GDP, But Not a Major Worry
India’s external debt has increased as a percentage of GDP to about 23%, with Indians borrowing over $440 bn from abroad. But note that some of this debt is ...
Premium
Premium: CAPM Portfolio: We Like What’s Brewing Here
A rally like the one we’ve seen has to end some day. But will that day be today? The answer, in our opinion, is probably not. Not because of anything major ...
Economy
RBI Buys $10 Billion in July, And Reveals How It’s Managing Forwards
RBI has revealed in it’s monthly bulletin that it has bought over $5bn in the forex market in July 2014, and another $5bn in forwards. This adds up to the ...
General
Shipping Cos See a Rally in Prices; Are Policy Changes Afloat?
Of the 10 companies in the ‘shipping’ industry as per the BSE, 8 have seen their share prices jump today. For a single day, the 19.67% that shares of ...
Opinion