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

4402 ArticlesDeepak Shenoy

25 / 441

#Linkfest: PFC Buying REC, Hospitals With The Reddy Sisters, The Insolvent Fed

At Capitalmind Premium, we have a very active Slack channel where we discuss a lot of interesting topics. In there, a number of interesting links come our way. ...

Dec 17, 2018

Slack-URLs.jpg

Charts: Inflation Remains Low at Sub 3% and See How Food Item Prices Fell

Inflation for November 2018 was at a ludicrously low 2.33%. This is largely from the base effect of a higher number in the previous year, though prices ...

Dec 14, 2018

CPI-Inflation.png

Bond Baba: A Quick Look at Buybacks – MPhasis, Tata Investments, Bosch and SKF

Bond Baba has been looking at various buybacks, and while we haven’t participated in any officially, we’d like to make a quick list of buybacks ...

Dec 12, 2018

Premium-Image.png

#Linkfest: Tax Free NPS, Amrapali Siphons off 2600 cr., HCL Buys Lotus Notes

At Capitalmind Premium, we have a very active Slack channel where we discuss a lot of interesting topics. In there, a number of interesting links come our way. ...

Dec 12, 2018

Slack-URLs.jpg

The Implications of RBI Governor Urjit Patel's Sudden Resignation

Urjit Patel, Governor of the Reserve Bank of India, has resigned. Abruptly. Saying he’s off for personal reasons. (See note) How complex is this? Why ...

Dec 10, 2018

RBI-Urjit.png

Chart: Bank Lending to NBFCs Grows 55% In A Year. Amidst All The Drama

In today’s chart, let’s take a quick look at the allegations that banks aren’t giving money to NBFCs. Remember October? When NBFCs were ...

Dec 06, 2018

Bank-and-NBFC.png

Ashwath Damodaran says Flipkart Is Walmart's Most Expensive Facelift. Why It Might Not Be, and Stories And Numbers at Jamna Auto

Today’s a day for a video by a pretty famous guy, Ashwath Damodaran. It’s a 25 minute video – and worth every minute of it. But, as is usual, ...

Dec 04, 2018

Damodaran-Video.png

#Linkfest: Lousy Real Estate Fund, Whistleblowers and Shady GDP Adjustments

At Capitalmind Premium, we have a very active Slack channel where we discuss a lot of interesting topics. In there, a number of interesting links come our way. ...

Dec 04, 2018

Slack-URLs.jpg

Charts: Nifty Gets a Good November, But Broad Markets Still Down For The Year

The month of November was kind on the Nifty but not quite as much on the broad market. The Nifty went back to positive territory for the year, with a near 5% ...

Dec 03, 2018

Monthly-Nifty.png

#Linkfest: US Spooks OPEC, Yes Bank Promoter Bonds, Income Tax Dept Sells Vedanta Shares

At Capitalmind Premium, we have a very active Slack channel where we discuss a lot of interesting topics. In there, a number of interesting links come our way. ...

Nov 27, 2018

Slack-URLs.jpg

Join Capitalmind Premium

Starts at ₹1,999/mo

Get access to our equity, fixed income, macro and personal finance research, model equity and fixed-income portfolios, exclusive apps, tutorials, and member community.