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Infy: The Impact of Results on the Stock In The Past

As we approach Infy Results, we see that markets have been relatively benign about the company in recent times. While the stock shot up over 5% in Jan (after ...

Macronomics: Foreign Investors Are Slowly, But Steadily, Exiting Indian Markets

We write about the actions of Foreign investors in the Indian Debt and Equity markets. This post is for Capital Mind Premium subscribers ...

Government Says Let the Courts Decide the MAT Issue for FIIs

The government has refused to budge on the FII tax issue, it seems. Recently, the tax department had started to issue notices for Minimum Alternate Tax (MAT) ...

Who Bought Those SunPharma Shares?

After that insane 20,000 cr. volume in Sun Pharma yesterday as Daiichi sold a whopping Rs. 20,000 cr.  worth shares, who really bought them? Turns out the ...

Trade Deficit Widens in March 2015, Total Trade Growth at Lowest Ever!

India’s Trade Deficit widened to $11.8 billion, which is the highest of the last four months (since November). Total imports fell 13% but exports fell ...

Macronomics: Three Sectors Showing Signs of Revival in Industial Production Data

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Daiichi Loses 20% on Selling Its Stake in Sun Pharma; Larger Questions on Market Liquidity Too

Sun Pharma has fallen 10% to 940 as Daiichi prepares to sell its stake of 214 million shares, on the stock exchanges. Daiichi acquired Ranbaxy at the price of ...

Rupee Falls to Nearly 63 to USD as FIIs Sell Volumes Get Serious

The Rupee fell to an exchange rate of 62.91, which is nearly the lowest rupee value in the year after a few odd days in early Jan. This is a secular move ...

Premium: When Is A Good Time To Exit A Stock, Fundamentally Speaking?

When is the right time to exit? There are no good answers to this question, because there is no universal truth. Wait, that was more profound than it was ...
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Reliance Mar 2015 Results in Charts: Massive Revenue Drop, High GRMs Give Profit Growth

Reliance Industries has announced kinda sorta okay results. Revenues are down 33% in the quarter to 70,000 cr. but profits are up, because their costs have ...