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Capitalmind

4402 ArticlesDeepak Shenoy

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Nifty 10 Year Average Earnings Growth At A New Low, Markets Do Not Care

I was at Thailand at the Traders’ Carnival, and only got back today. The conference was great and hit all the right notes, and there’s so much to ...
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Premium: Insights From Samir Arora Speech, and A Demonstration of Long-Short Investing

We had a great time at the Traders’ Carnival in Bangkok and like always, the conference comes with a brilliant set of learning experiences. Over the next ...
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Portfolio Update: More Stops Hit, We Close Stratoptions, More Details Later

I’m back from TC2016 in Bangkok and a few days of a holiday in Phuket. And there’s so much to say! Yet, the first thing is – a portfolio ...
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Which Companies Do Dolly Khanna, Ashish Kacholia and 17 Other Large Investors Own? Get the Big Whales Report Today!

Where do Rakesh Jhunjhunwala, Ashish Kacholia and other big investors put their money? The Big Whales Report from Capital Mind has this for you – ...

Trade Deficit at Lowest in 5 years for April, but Total Trade Slumps as Imports Crash

India’s trade deficit has been the lowest in in about five years at a deficit of $4.85 billion.This is on the back of much lower imports and steady ...
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Inflation Jumps to 5.39% in April, Core Inflation Goes Back To Dangerous Territory

India’s inflation for April 2016 sprung a surprise: it went up to 5.39% as a surprise.  The worry really is food inflation. Housing inflation goes up in ...
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Chart: Bad Loan Percentages Rise for Nearly All Banks in FY 2016 And The Worst Is Yet To Come

A quick look at Banking results shows us a major deterioration in NPAs – both Gross and Net. Gross NPAs = the loans that are 3 months (or more) delayed ...
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The Simplified Version: What It Means When Mauritius Based Investors Are Taxed in India From 2017

Mauritius based entities that Invest in India – from Private Equity investors, VC funds, and investment pass-through vehicles (which issue participatory ...
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Charts: Foreign Investors Buy Over 24,000 cr. in India in 2016 Till May

Foreign investors continue to like India but not quite as much as they did in March. After selling about 13,000 cr. worth equities in Jan and Feb, Foreign ...

How To Start A Private Bank In India – RBI Drafts New Regulations

RBI will allow banks to be created “on tap” in the private sector. Meaning if you qualify, you can go apply for a license – much like a ...