Capitalmind
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4402 ArticlesDeepak Shenoy

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Macronomics: Bank Credit Growth Again In Single Digits, and Sectoral Analysis Shows Potential Distress in Some Sectors

A Bank Sector Credit Growth Update Today, in Charts: • Bank Credit growth near 10 year lows • Personal loans grow fastest in five years • Industrial ...
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Mutual Funds Can Stop Redemptions in Extreme Cases, But Not If One Issuer Defaults, Says SEBI

SEBI has acted, after JP Morgan’s fiasco after the Amtek bond problem – where it restricted redemptions for a while and then moved the ...
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The Long Term Portfolio: Summary Of Results and Investment Update

We have a bunch of positions in the Long Term Portfolio and here’s an update on all their results. This is a long post (warning!) and we are happy to ...
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Nifty Returns 4% in May on Strong Domestic Buying

The Nifty returns in May have been 4.0% which has taken the annual returns into positive territory, at 2.7% for 2016. This is largely due to huge investments ...
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Big 7.9% GDP Growth in Q4 on Manufacturing Revival

How would you measure GDP Growth? By comparing it to last year. And when you get a GDP growth figure like 7.9% you always get up and say, wow! This is the ...
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Premium: How Suzlon's Debt Tweaks Are Changing The Fortunes Of The Renewable Energy Company

Suzlon had results yesterday and a few interesting things came out. Here’s a quick series of thoughts: Note: We have sourced all info from their FY16 ...
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Video: What Just Happened – Tata Motors Has Good Results, Subros Fire, Gurgaon Real Estate Fall Goes Official

In a new series, we’re going to tell you What Just Happened : Tata Motors had phenomenal Results Subros saw a big fire in the Manesar Plant and the stock ...
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Video: Import Data from Zerodha Pi Into Amibroker

If you want to run your Amibroker code on chart data that you see in Zerodha’s Pi, here’s a quick video that explains how. Note: If you don’t ...
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Portfolio Changes: Added Good Result Performers, And Stratoptions Starts Again

We have added more positions in the Momentum Portfolio First, we exited Piramal Enterprises. The stock retraced to 1350 where we had a temporary stop – ...

StratOptions: Another Successful Straddle Write Ends May, With Lots of Hedges

Stratoptions was a crazy ride in the last two months. We had a number of trades where we started, but let’s take you through the process. 1) The 8000 ...
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