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128 ArticlesPrashanth Krishna

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The failure of the INVITs to gather investor attention

One of the most anticipated non-equity public issue in 2017 was of IRB Invit Bonds. This was supposed to herald a new way for Infrastructure and Real Estate ...
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Loan Waivers – The Moral Hazard & Incentive to Default

India is a predominantly agriculture based country. This is not reflected by way of contribution to GDP but in terms of the percentage of population that is ...
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Focus on Portfolio, Not on Stocks

Manpasand wasn’t a stock that found pasand among investors in recent days with the stock over the last 3 days falling by 50%. Thanks to the concept of price ...
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Charts: A Different Perspective

When we talk about Charts, the assumption is that it refers to Index Charts or Stock Charts. But real information can be extracted by creating charts using ...
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The Banking Sector is in a Mess – Is there a way out

  IDBI Bank today announced it has 28% bad loans. For every 100 rupees they’ve lent, nearly Rs.28 has gone bad. Do note that even the best banks ...
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There's a New Sheriff in Town – Flipkart gets acquired by Walmart

Growing a company organically is a time consuming process and one despite the best of efforts may not end up exactly where the management assumed it will ...
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Premium: The High Priced Stock Portfolio: One Year Returns at 33%, and the 2018 Portfolio

A year ago, we at Capitalmind tested and showcased a concept of Investing – Investing in High Price Stocks. While a back-test had shown merit in investing in ...
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Chart: How Much Have Nifty 50 Stocks Fallen from their 52 Week Highs?

Nifty is down 6.7% from its peak, but that barely explains the underlying churn that is being seen in the constituents that form the Nifty 50. Nifty 50 is a ...
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The Battle of Taxes: SGX "Steals" the Nifty

It’s Impossible to be sure of anything but Death and Taxes – Christopher Bullock Governments and Kings before them for centuries have been able to run ...
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Talwalkar’s – What is in a Name? Everything, apparently.

“What is in a name?”, Shakespeare asked? Well, if he asked the question to investors who bought Talwalkar’s Better Value Fitness Ltd they ...
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