Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial

Archives

597 / 651

Stocks

ICICI Bank a “famous but broken” stock: Jim Jubak

From Jim Jubak’s column in MSN Money (10 financials you’ll want to buy): ICICI Bank is India’s largest private-sector insurance and ...
Economy

Kaushik's daily dose of inflation

Kaushik has started an interesting series: A daily dose of deflation. (Read his introductory post) Very important news – often overlooked because falling ...
Stocks

SoS Update: Added Bharti, HDFC, DLF, HDIL, ICICI, Axis

So I’ve been neglecting the shorts lately. Here’s a set of additions. Bharti : Both Telecom and DTH are overcrowded spaces and with recessions the ...
Commentary

Michael Lewis calls the End

A fantastic article by Michael Lewis called “The End“, on That’s when Eisman finally got it. Here he’d been making these side bets with Goldman ...
Commentary

ABX and CMBX: Meltdown

As I’d mentioned in a post one week ago, the ABX indices were hitting lows. Today I checked again, and every single price is at all time lows. The ABX ...
Economy

Real Estate in Denial

(Whisper) Real Estate Developers think it’s a great time for you to buy a house, because prices have “bottomed out“. Agreed Rohtas Goel, CMD, ...
Stocks

ICICI Home Finance Offers 11.5%

From Economic Times: ICICI Home Finance has launched a special offer on fixed deposits with an interest rate at 11.15 per cent per annum, payable annually on ...
Stocks

SBI Chief says 50% real estate correction likely

SBI’s O.P. Bhatt says: “In India we may witness up to 50% correction in pricing in the mortgage markets. If that happens, it’s good news for the ...
Economy

Why aren't we seeing fuel price cuts?

Political and Economic nightmare: World going into recession, everyone’s worried about serious asset price deflation, Auto and Steel companies are ...
Commentary

A gripping story about Dick Fuld and Lehman Brothers (Bloomberg): The end came after months of frantic activity to find a solution — reaching out to, ...