Capitalmind
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4402 ArticlesDeepak Shenoy

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Chart: Nifty Adjusted For Inflation Shows Us The Lost Decade In Indian Stocks

Stocks are great for long term investment but the returns should beat inflation. Inflation is essentially a drop in purchasing power – so what you buy in ...
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Budget 2016: Will The Government Tax Long Term Capital Gains from Stock Markets?

Much speculation exists that the government will change the nature of Long Term Capital Gains tax for equities – from zero to…something. For the ...
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Chart: Equity Mutual Fund Inflows Lowest Since May 2014

The Modi government came into power at the end of May 2014, and since then Mutual Fund inflows (as in: New Investments minus redemptions) increased ...

Macronomics: Indian QE Reappears as RBI Balance Sheet Growth Hits 15%, But This Might Just Buffer The Storm Later This Year

In Macro news, we have a new theme in town: the Indian QE. What you will see is: 1) Ooh, Credit Growth Started To Perk Up! 2) But Wait, What’s Happening ...

IIP for December 2015 Contracts 1%, Manufacturing Disappoints Even As Diwali Effect Wanes

India’s Index of Industrial Production (IIP) contracted in December; it fell by -1.3% over the earlier year. The November data, earlier reported at -3.2% ...

The Risk in Debt Funds Surfaces as JSPL Gets Downgraded Yet Again

After reporting a Rs. 550 cr. loss in December, Jindal Steel and Power Limited has seen a downgrade in its bond rating by Crisil. They were moved from BBB+ to ...

StratOptions: In the Volatility We Make 3.5% After Some Intense Effort

In StratOptions for Feb, we had a nightmare of a position but managed it well to exit at +3.5% profit. Our last trade, in January, gave us a 7.4% gain in Jan ...

Chart: US Investors Remain unimpressed by Bull Run, Returns less than a Bond ETN Since 2006

I was looking at how US Traded ETFs were doing in terms of fund flow and saw an interesting chart which tells you why US investors haven’t at all been ...

Chart: Broad Market Nifty P/E Ratios Still Too High To Call This A Value Buy, EPS Has Shrunk In The Last Year

Nifty’s P/E ratio – something we at Capital Mind track regularly – was looking like it finally came into the 18 zone on Thursday. But the ...

Macronomics: Forex Reserve Data Shows Weak RBI Intervention as FII Exits and Slowing Inflows Hit The Rupee

In Macro News today, we take a look at what’s happening with the Rupee. What’s on for today: • Is the RBI Buying or Selling Dollars? • FII ...