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Charts & Analysis

Deposit Growth at Lowest in 10 Months

Bank Deposit Growth as of 27 Jun 2014 is now at the Lowest since September 2013 at 12.4% over the past year. In Sep 2013 and Dec 2012, we had a market crisis ...
Economy

Four Things the Economic Survey Tells Us This Government Will Do To Cut Inflation

The economic survey for 2013-14 is out. The salient points they say brings us to some conjecture on what they will do tomorrow to contain inflation. Here’s ...
Economy

The Railway Budget Crash: Extreme Expectations (Premium)

The Railway Budget was announced today. With that, stocks fell hugely today. However, since this comes after a week of an upmove, we don’t think that ...
Economy

Railway Budget Plans a 13,000 cr. Surplus, High Speed Trains. Incremental, Not PathBreaking.

The Railway Budget has been provided. Here’s a quick list (with press release links) for the major announcements: New Stuff High speed rail between metros. ...
Economy

Budget 2014: Take Away Those Tax Sops For Housing

Housing sops need to go. They take away investment from what is truly more productive – small and large businesses, local authorities and potentially ...
Stocks

Mahindra Holidays Acquires Finnish Holiday Resorts for EUR 13M

Mahindra Holidays will pay Rs. 104 cr. or EUR 13 million to buy 18.8% of a Finland based resort called Holiday Resorts. Their press release says they have the ...
General

Your Friendly Neighbourhood Loan Waiver Moral Hazard is Here.

It’s incredible what kind of idiocy passes for politics in the country. In 2008-09, the UPA government threw a huge sop to farmers, telling them their unpaid ...
Premium

The Big Mo Corner: The Tech Stock With a P/E of 2

  The Big Mo Corner by Mohit Satyanand. I should be talking about the budget, right? And giving you gyaan about whether the Modi-Jaitley combo can come up ...
Economy

How Have Stock Markets Reacted to the Budget? (Premium)

In our Capital Mind Premium Budget coverage,we look at how stock markets have reacted to budgets. Remember, the budget is next Thursday (July 10). The Budget ...
Economy

RBI Will Sell Gold in India, Buy Gold Abroad, Ease Supply

With the large duty on Gold imports, and very large gold requirements in an inflationary economy, the issue of “how can we reduce Gold imports” has driven ...