Capitalmind
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4402 ArticlesDeepak Shenoy

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Enter SoBoGoS: The Sovereign Gold Bond Scheme Explained In A Way That Won’t Put You To Sleep

Yay! We have a new way to buy gold. The Sovereign Bonds Gold Scheme has arrived, and I will call it Sobogos. First, if you are looking for unbiased versions, ...

Sep 09, 2015

Charts: Crude Price Drop Helps The Government The Most; Incomes Flat While Indirect Taxes Go Up

For all the talk of the lower prices of crude, India’s crude input costs have dropped significantly: This should have been excellent for us, because ...

Sep 09, 2015

Premium: A Quick Update: Souring FII Sentiment Tanks Rupee and Stocks. There's Probably More Damage To Come

As markets continue to tank, and we continue to hit stop losses, we have to look at broad data and ask: ...

Sep 07, 2015

Zee Promoter Company Borrows 2,200 Cr. , Has No Cash Flows, Negative Net Worth, Rated A+ on Shares Pledged and Franklin Templeton MF owns 800 cr. of That Debt

Why are we so trusting of rating agencies? The recent drama with Amtek Auto and the restriction on redemptions to 1% by JP Morgan AMC on two of its funds is a ...

Sep 07, 2015

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Macronomics: The Next Big Risk – Banks Lend Most to Real Estate In The Last Year

We write about the growth of lending in the Real Estate sector. This is a post for Capital Mind Premium subscribers ...

Sep 05, 2015

Amtek Auto Down Another 36% on Thursday as FIIs Dump Stock

This Amtek Auto story continues to worsen. First, it fell 60% when it was removed from futures and options, and earlier, downgraded. And then, two JP Morgan ...

Sep 04, 2015

Portfolio: A Momentum Reentry and a New Commodity Play for the Longer Term

We make some changes to the CAPM Portfolio. This post is for Capital Mind Premium subscribers ...

Sep 03, 2015

Premium Video: Do Not Hurry Exits, Says AP on Trading Options

We’ve had options trading from AP in the trading room at Slack for over one month now.The idea of what AP is doing, is to educate us on how option trades ...

Sep 02, 2015

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Jaitley Says Minimum Alternate Tax on FIIs Won’t Apply Even In The Past

There will be no MAT on FIIs even before April 1, 2015. The history is…well, read this post. From ET: “We are of the considered opinion that the ...

Sep 02, 2015

Our GDP in Charts: Lack of Government Spending and Slowing Private Consumption Growth Show GDP at Marginally Weaker 7%

India’s GDP data came  in yesterday and it “seems” to be a weaker 7% compared to 7.5% in the march quarter. There’s two ways to look ...

Sep 01, 2015

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