Archives
97 / 652
Foundations
Fundas: Financial Shenanigans Part 5: Acquisition Accounting
In this last post on the financial shenanigans series, we look at how revenues, earnings and cash flows can be managed when companies are in acquisition mode. ...
Charts & Analysis
What’s with the high yields in corporate bonds? And will they last?
There’s a “high yield” market in India. Some of it is of shady companies. But some of it is for reasonable good corporates, whose bonds are ...
Economy
Podcast: Should The Indian Government Borrow From Abroad? (Episode-9)
‘About 40% of all the of money that you’re paying as tax is going not to build infrastructure, not to feed the hungry, not to pay farmers for food! ...
Premium
Premium: The Fixed Income Portfolio Is Now More Aggressively Into Gilts
We’ve been running a fixed income portfolio, almost surreptitiously, on Capitalmind Premium. Here’s the set of posts and what happened each time. ...
Economy
Banking Recapitalization: Kicking The Can Down The Road?
It is said that the Somnath temple in Gujarat was plundered as many as 17 times! After every loot, Indian Kings and devotees rebuilt (re-capitalized!) it with ...
Economy
Podcast: How Slow Is The Indian Economy? (Episode-8)
‘Under normal circumstances, merging PSUs would have been impossible, had the government tried it 5 years ago, there would been riot on the street, today ...
Economy
Let Us Cut Gold Imports This Way: Don’t Waste A Slowdown (Part 2)
This continues the “Don’t waste a slowdown” post where we started to say this: Look, we’re slowing down and it’s going to take ...
Foundations
Fundas : Financial Shenanigans Part 4: Key Metric Shenanigans
In our earlier posts we had written about how companies manipulate revenues and expenses to boost earnings, we had also spoken about how cash flows – ...
Premium
Q1FY20 Earnings Report: Results In Long Term Multicap Portfolio
In this post we look at the Q1FY20 results and share notes from conference call of a company that we have recommended in our long term multicap portfolio. ...
Economy
Don’t Waste a Slowdown: Part 1. What’s Going On?
Things are looking strangely bad for the economy. Bad because, well, I’ll put up some data. And strangely because this isn’t really upon us ...