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Charts & Analysis

Chart: India’s Q3 2014 GDP At +4.7%

India’s GDP release of last friday showed the December 2013 quarter growing at just 4.7% higher than December 2012. This is lower than the Q2 growth of 4.8%, ...
Economy

India’s Housing Bubble Tops Out? NHB Residex Shows Slowest Rise in House Prices Since 2009

At Capital Mind Premium, last post on the National Housing Bank’s Residex Index, we talked about City level data on housing prices and how it looked like ...
Premium

The VIX Futures Contract: Too Big For Retail

We now have trades on the Volatility Index (VIX) futures. In a more detailed post to Capital Mind Premium, I spoke of how the VIX was constructed, and provided ...
Stocks

Nifty Bids Adieu to JP and Ranbaxy, Adds TechM and United Spirits

The NSE has changed the constituents of the Nifty from March 28, 2014. JP Associates is being replaced with Tech Mahindra Ranbaxy is being replaced with United ...
Premium

Optionalysis: The Deep OTM Strangle Strategy

One of the big option strategies in recent times have been the itch to write option strangles. Many Portfolio Management Services and independent traders have ...
Foundations

Macronomics: Bringing a Nuclear Missile to a Gun Fight, and Other Tales of QE

For Capital Mind Premium subscribers only, sent on 24 Feb 2014. This piece introduces Rohit Shenoy, who’ll talk to us today about the Quantitative Easing ...
General

Mt. Gox Shuts Shop After Massive Theft, Worried BitCoin Industry Joins Hands

Once the world’s largest Bitcoin exchange, Mt. Gox, has shut down after a massive theft of BitCoin due to a technical glitch. Bloomberg says more than $390 ...
Economy

Among EMs, India Sees Least Interest in Buying Real Estate

In the brilliant Credit Suisse Emerging Market Survey 2014, a question was asked (among others) to people in emerging markets, about whether they would buy ...
General

Innovative Gold Smugglers (Who Got Caught)

After the gold import restrictions and heavy import duty by India on gold, we’ve seen a massive increase in gold smuggling. Here are some innovative ways ...
Economy

Deepak Shenoy Speaks on CNBC TV18 About The Ongoing Housing Price Correction

In December 2013, I was on CNBC TV-18, speaking of the housing price correction and what I thought of the way forward. Here’s the video, with @NayantaraRai ...