Capitalmind
Capitalmind

4402 ArticlesDeepak Shenoy

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Portfolio: Rejig of the Long Term Portfolio, And Adding Two Stocks

We’ve decided to add two more stocks to the Long Term Portfolio. We’ll be adding more as times go by, but here’s the major segment of the ...

Infy: Jun 2015 Quarter Results Show Terrible Profit Growth Even Though Revenues Pick Up

Infy results had come out yesterday and we do a chart thing with them: Revenues up 7.03% : The Only Good Thing About Results Profits are up 5% yoy but down 2% ...

The Big Mo Corner: Money Buys Half?

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Conversations: Raghu Vohra on How Fixed Income Funds Work

In another round of Conversations, we bring you Raghu Vohra, founder at Blackstone Valley Group speaking about How Fixed Income Funds work Raghu speaks of how ...
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Macronomics: Highest CNX 500 P/E in Eight Years!

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Premium: Of Sun Pharma, Infy and Some Results That Spooked The Day

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Real Estate To Fall Big Time, Says Ambit. The Data Seems To Agree.

A big Ambit report is doing the rounds – they predict that real estate will fall big time. We are seeing a broad-based real estate pullback, with prices ...

Optionalysis: Retail Traders Short Options More than Any Other Market Participant, and Smart Money OI Sets Direction

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Cloud Services Eat Up Indian IT Outsourcing Earnings

I’ve been bearish on IT in the longer term, and in a long post I explain why I think we are at an inflexion point for Indian IT. Over the last quarter, ...

Charts: India's Trade 14% Lower, Even as Deficit Improves With 35% Drop in Gold and Crude Imports

India’s trade continues to show two very distinct signals. First, that the deficit is down. Look at the merchandise trade stats for June 2015: the ...