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4402 ArticlesDeepak Shenoy

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Crude Price Falls, But Govt Keeps Raising Excise Duty To Match

The government has, for the third time in two months, raised excise duty of petrol and diesel by Rs. 2 each. This means there’s no change in the retail ...

Portfolio: Welcoming the New Year With a Tyre Stock

There’s a very interesting stock we’d like to add to the Capital Mind portfolio. We’ve seen a few whipsaws till date, but we are ...

Fiscal Deficit Jumps Higher, Not Enough “Make in India”

India’s fiscal deficit pushed itself out of proportion at 99% of it’s fiscal target. The deficit until November was almost all of the deficit ...

Premium: Top Performing Stocks in 2014: Auto and Logistics Outperform

The team at Capital Mind wishes you a very Happy New Year! May your 2015 be filled with joy and prosperity and the kind of stocks we will now talk about. The ...

The Last Chart of 2014: That Rupee Goes Weak (Or, the Dollar Goes Strong?) Happy New Year!

The Indian Rupee in 2014 has seen an interesting ride. Starting out at Rs. 62 to a dollar, the rupee rose to around Rs. 58 in June. Since then, however, we ...

Indian Housing Loan to Income Ratios at Highest Share in Three Years. Will 2015 Be The Year of Reckoning?

Loan to Income ratios seem to be on the uptick for new housing loans, and at the highest levels since December 2011/March 2012. Source: RBI’s Macro ...

#Linkfest: Great and Meaningless Phrases, Not North Korea for Sony, New Rules for Uber and more…

Links to start the last Tuesday of 2014: 14 meaningless phrases that will make you sound like a stock-market wizard (Business Insider) Airtel withdraws VOIP ...
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Macronomics: Forex Reserves Jump while the Rupee at Weakest in 2014

As we come to the end of 2014, Capital Mind will do a series on different things that have happened. In today’s post we look at where Forex Reserves have ...

Closed Ended Mutual Funds: Why You Shouldn't Bother

Many fund houses have come up with “closed ended funds” which have been the rage with distributors lately, largely (almost entirely) because of the much ...

No Santa Rally for India as Foreign Investors Sell 2800 cr. on Christmas Eve

Continuing on our series on FII Sales (one, two), today was a huge sell day, with over 2800 cr. in sales by foreign institutions. This takes December to the ...