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Happy Diwali 2015! Our Predictions For The Year Ahead

It’s Deepavali again! Or Diwali! And in the festival of lights, it’s time for us to make predictions and give you our piece of gyan that we end up ...

Our Report Card of Last Year's Diwali Predictions: Bad Year, Good Predictions

Last year we predicted a few items in our annual Diwali Prediction post. A quick look at how we have ...

Macronomics: The Rupee Just Went Nuts, Folks! And So Did The 10 Year Bond!

Bihar seems to have spooked too many people, as has the fear that the US will hike rates. The combination has made the rupee really really ...

Video: Demystifying the Sovereign Gold Bond Scheme

Today we speak of the Sovereign Gold Bond Scheme where the Government Will Sell You Gold! No, actually the government will sell you a bond that looks and ...

Demystifying the UDAY State SEB Reform Program: A 21,000 cr. Hit to Lenders

Power reforms are here! The press note introduces UDAY, The Ujjwal Discom Assurance Yojana. The problem currently is that State Electricity Boards (called ...

The Rupee Slides Back To 65.5 And Will Face An Uphill Battle Against The Dollar

The Rupee has slid slowly to Rs. 65.5 to a dollar, after a couple weeks of being under Rs. 64. In our premium letter earlier (requires subscription) we had ...

Macronomics: Foreign Investors Are Quietly Selling From Debt and Equity

Watch out! FII Investment Data show how FIIs have slowly been selling both debt and ...

Guest Post: The Royalty Mess at Kaveri Seeds, by Ravi Duggirala

This is a guest post by Ravi Duggirala. Ravi Duggirala is a budding value investor and an ardent admirer of Warren Buffet, Charlie Munger and Prof Sanjay ...

Network18 Takes a 380 Cr. Hit On The Shady Senior Professional Welfare Trust Loan, A Further Provision Is Likely

Network 18 has finally realized that it’s “Senior Professional Welfare Trust” that owes it more than 550 cr. is mostly a dud borrower. After ...

Premium: Sun TV’s Buyback Likely To Be A Tender Offer, Promoters Likely To Take Out Cash

Note: This post was sent to Capital Mind Premium subscribers on 02 Nov, but we’ve made it open for everyone. Do take a look! SUN TV is going to meet for a ...