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Capitalmind

4402 ArticlesDeepak Shenoy

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Bank Credit now at 15.79%

RBI provides the latest credit release. Scheduled bank credit is now at Rs. 30.89 lakh cr. (trillion) which is a gain of 38,000 cr. over two weeks back. This ...

NMDC IPO: Not A Bargain

I’ve been asked about the NMDC IPO  – a follow on public offer that involves a sale by the Government of India, of 33 crore shares. The price band ...

Institutions = Individuals, at least in IPOs

Mint reports: Institutional investors now pay 100% of the bid amount upfront while bidding in an IPO, a far cry from the days when they didn’t have to put ...

Credit Growth at 15%

Bank Credit Growth has moved up steeply from the lows of sub-10% about six months ago, to over 15% as announced two weeks back.   (Click for a larger ...

Linkfest: Michael Burry, Real Estate…

Michael Lewis on The Great One-Eyed Fund Manager Michael Burry. What an inspiring read. Matt Taibbi on Rick Santelli’s rant on Predatory lending where he ...

Salmon on Buffett

Felix Salmon’s article on Buffett talks a fair lot on how important is what Buffett DOESN’T say as much as what he does. Buffett, in his annual letter said ...

Ending the Teaser Game, Hiking Rates

ICICI and HDFC hike auto loan rates, end teaser loans for housing loans: country’s two leading private lenders ICICI Bank and HDFC Bank on Thursday raised ...

Direct Tax Code: Book Profits and Buy Back?

With the Budget revealing that the Direct Tax Code will be implemented from April 2011, a few choices have to be made now. The DTC brings in capital gains tax ...

Berkshire Hathaway’s Annual Report 2009

This is usually a great read: Berkshire Hathaway Annual ...

Budget 2010: Sector Impact

What’s in the IT budget for specific companies or sectors? Real Estate Interest rate subsidy of 1% for home loans less than 10L (on property less than 20L) ...