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

67 / 441

Macronomics – India's Intolerant Earnings Growth

All this thing about how earnings should grow is so last decade. Right now, the idea is that India is not correlated to the European crisis, to the Japanese ...
Nifty-PE-1.png

IIP for May 2016 At A Boring 1.2%. Is IIP Even Relevant Now?

The Index of Industrial Production (IIP) for May 2016 grew at 1.2% over the previous year.  This isn’t a big deal, and the April IIP number has been ...
IIP.png

Inflation Stretches to 5.77% in June 2016 as Food Prices Spike

Inflation seems to be going up yet again, as it hits a 5.77% level in June. This is the highest level of inflation since September 2014. Remember the crude oil ...
CPI-Inflation-Jun-2016.png

Why Is Coal India Buying Back Only 1.7% Of Its Shares?

We  know that the whole concept of Buy Back offers by public companies is just another way to avoid the Dividend Distribution Tax that the companies would ...
CIL-Subsidiaries-Share-Buy-Back.png

Finally, The Government Shows Signs of Selling Their SUUTI Holdings

Finally, the government will sell, or attempt to sell, the SUUTI holdings it has in various companies. We’ve written about this in Capital Mind many ...
SUUTI-1.png

Portfolio: Adding Two More Stocks

Two more stocks make it to the Premium portfolio. First, Tube Investments gets its way in, with a 50% position. This Murugappa group company makes auto ...
Portfolios-2.jpg

Bond Baba: The Zero Coupon Bond Play For A Smart Tax Adjusted Return

Bond Baba has another interesting bond in play. This time it’s a , that has about four years left to go. The deal is this: The bond is a Shriram ...
BondBaba.png

Infratel: The Buyback Offer Yields Retail Shareholders A Neat 8.7% In Two Months

Remember Infratel? That Bharti company where we had posted a few weeks back that offered a near-certain 10% return if you bought on June 14, and tendered ...
Infratel.png

Premium: This Broad Market Is Giving Us The Biggest Warning Signal Since 2008

There’s something in the market that’s telling us a story – and that particular story has been seen only once earlier. Of Extremely High ...
Premium-Header-New.jpg

Portfolio: A 2-Bagger on [stock]

We have good news and we have bad news. One of the stocks in our long term portfolio is down 5% today. That’s the bad news. The good news is: it is still ...
Portfolios-1-1.jpg