Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial

707 ArticlesEconomy

11 / 71

GDP Data: Government Expenditure Pushes GDP Up to 7.3% In Q2, Slowing Growth in Manufacturing and Financial Sectors

The GDP data released recently by MOSPI shows growth at 7.3% in real terms (post inflation). This probably means little now that there is a big hit to the ...

Dec 02, 2016

GDP-Sector.png

Most Banks Cut Deposit Rates, Reluctant To Cut Lending Rates – MCLR Update

Demonetisation has bought massive cash to banks, and they honestly don’t seem to need the deposits. As of yesterday Rs 8.44 Trillion was collected in ...

Dec 02, 2016

Deposit-loan-interest-rates-Indian-Banks-November-2016.png

Demonetization Industry Comments: Cements See Contraction, Automobile Slowdown, Low Impact on NBFCs

We record what companies have said about the impact of the demonetization of Rs. 500/1000 notes to their business. This is a live post – more reactions will ...

Nov 30, 2016

Demonetization-Part-1.png

Another Voluntary Cash Disclosure Scheme with 50% Tax, For Cash Deposits. Pay 80%+ If Caught.

The government has proposed changes to the income tax act about “unexplained cash deposits” in bank accounts.   Let me interpret: You need to ...

Nov 28, 2016

Income-Tax-Changes.png

RBI Increases CRR, Takes 300,000 Cr. From Banks For No Interest For A Fortnight

The RBI has decided to go ballistic on liquidity. There’s just too much cash in the system. People deposit money and there are withdrawal limits, so cash ...

Nov 27, 2016

Deposts-in-Indian-Banks-1.png

RBI Allows 60 Day More Time for Small Borrowers. This is NOT a Corporate Bailout.

In view of the major change in the economy due to the withdrawal of 500/1000 notes, the RBI has decided to give finance companies a reprieve on recording NPAs. ...

Nov 21, 2016

RBI.png

Trumping Obamacare Doesn't Help Indian Pharma

President Obama will give way to President Trump, in a surprise victory that has roiled world markets. What will happen to President Obama’s Health Care ...

Nov 09, 2016

Exports-to-USA-from-India-2-years.png

Black Money Is Dead. Long Live Black Money. (The 500/1000 Rs. Note Ban)

Image from clickittefaq.com. The RBI and the government have removed Rs. 500 and Rs. 1000 notes from the economy as legal tender. Meaning, if you have it, you ...

Nov 09, 2016

Rupee-Note-bundles.png

Six Different Rates and a Cess: The Early Agreement on a Simplified GST

We finally have GST! Or something like GST. We have six different rates, for different items. Central and state governments has finally found some agreement on ...

Nov 03, 2016

GST.png

Sneakily, Indian and US Long Term Yields are Rising!

There’s something strange happening in India – and indeed, the world – with longer term rates and bonds. It looks like interest rates are ...

Oct 28, 2016

US-10-Year-Bond.png

Join Capitalmind Premium

Starts at ₹1,999/mo

Get access to our equity, fixed income, macro and personal finance research, model equity and fixed-income portfolios, exclusive apps, tutorials, and member community.