Capitalmind
Capitalmind

4402 ArticlesDeepak Shenoy

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Is Shanghai a Real Estate Bubble?

From Business Insider : Look at this part: One clear clue (regarding the rising real estate prices in China) is that the average price-to-income ratio in ...

RBI Raises Rates by 0.25%

As widely expected, the Reserve Bank of India has raised rates by 0.25% – of both the Repo and Reverse Repo, to 5% and 3.5% respectively. Note however that ...

SEBI Gets Mutual Funds To Pull Their Socks Up

SEBI has changed the rules for mutual funds again, in support of the small investors. First, for New Fund Offers (NFOs): They will only be open for 15 days. ...

What’s with the DIIs?

From data on the NSE, the last month or so has seen continuous selling in the cash market by Dmestic Istitutional Inestors (DIIs) and continuous buying by the ...

Bharti-Zain deal near financial closure

Bharti has issued terms for the the Zain acquisition (read more here). From Mint: India’s Bharti Airtel, in talks to buy the African mobile operations of ...

Quant approach can outperform: Montier

Using a quantitative approach to investing (not just trading, investing) can be better than “expert” judgements, says James Montier. This article explains: ...

Frank Partnoy on Off-Balance-Sheet Transactions

A video definitely worth watching. Frank Partnoy – who wrote the excellent book “Infectious Greed” which I will review on another day – talks about how ...

The Rakesh Jhunjhunwala Household

A story about the (almost) billionaire talks about all of the stuff beyond the trading room. His children, an 18,000 sq. ft. holiday home, how his wife had to ...

Links: Lehman, ICICI, Billionaires, IIP and Sugar

WSJ: Lehman Torpedoed Lehman – A bankruptcy court examiner investigates and finds that senior Lehman executives fudged its balance sheet, kept the board ...

LIC Wealth Plus Guarantees NAVs, Mis-sold

Read Manish Chauhan’s excellent post on Agents misselling LIC Wealth Plus. The product promises the highest NAV in the next seven years, and some agents are ...