Capitalmind
Capitalmind

4402 ArticlesDeepak Shenoy

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Charts: Inflation in Jan 2016 at 5.7%, Highest Since Sep 2014

In what is a strange negative macro situation, inflation’s bumped back up in January to 5.69%. This is the highest number since Sep 2014.   ...

Carnage in the Markets as Nifty Covers a Long Term Gap and Midcaps Fall Back To The Mean

The market crashed big time today. But it was only big in the context of recent history: this is really the biggest fall since the August one day fall. But ...

Portfolio: The Carnage Continues, We’re Down to 30% CAGR

Its been a horrible set of days for the portfolios. We have had serious corrections and stop losses, all noted on ...

Charts: GDP Grows at 7.3% But Data Does Not Look Reliable

India’s GDP for the December 2015 quarter grew by 7.3% on what seems to be love and fresh air, because nothing else seems to be able to corroborate this ...

What Went Wrong With Kitex Garments?

Kitex Garments (KGL) is a company that seems to never go out of the news, though you’ll be forgiven for never even hearing about the company. It’s ...

Premium: Can Liquid Funds Lose Money?

Liquid Mutual Funds are considered very safe. They can only invest in debt and even there, only paper that matures within 91 days. They have many things they ...
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China Makes 50% More Steel Than The Next 10 Countries Combined – A Perspective on Steel Production Cuts

To understand the scale at which China has dominated the steel business, here’s a recent comparison of their steel production with the next 10 countries ...

Misleading Reporting: Indian Pharma Company APIs are NOT Banned in the US

Today Vidya Krishnan of the Hindu decided to write a story. This was a story that apparently caused some random panic among stocks of the pharma variety ...

Optionalysis: MA20 Hits A Loss As Markets Give Up Gains

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Dosa Economics, Avoiding Brazil Steroids, Dissing Tariffs and Letting Banks Revalue Assets: The Raghuram Rajan Speech

Rajan’s recent speech in Delhi offers great tidbits to consume and see how the RBI is thinking. Learning from Brazil: Don’t Take the Stimulus ...