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238 ArticlesOpinion

4 / 24

The Berkshire Pilgrimage: Notes from The Buffett and Charlie AGM in Omaha

The Berkshire Hathway annual shareholder's meet in Omaha, Nebraska is almost a rite of passage for fund managers across the globe. This year, Capitalmind's ...
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Tata Steel Quietly Takes 92% in the Erstwhile Bhushan Steel Through Convertible Shares

Last year, we wrote about the Bhushan Steel Bankruptcy (read post: The Bhushan Steel Bankruptcy Saga) The resolution gave the company to Tata Steel, which ...
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Podcast: The State of Financial Advice in India (Episode 4)

  It’s the Quarter End – a barrage of requests from bankers, investment advisors, distributors about new investments or topping up old ones. ...
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The Mindtree L&T Takeover Saga Raises the Question – To whom does a Company belong?

When a company goes public, the public investors have their rights. As much as the management which generally holds the largest chunk of shares post the public ...
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Book Review: The Myth of Capitalism: Monopolies and the Death of Competition

One of the many things that isn’t in short supply is the number of book titles that are published year on year. Every major blog and author has a list of ...
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NSE Cracks Down on Financing Schemes Used By Deep In The Money Option Players

A new circular from NSE changes the financing game for people who’ve been using the options market for financing deals. The NSE will require cash to be ...
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The Pandora’s Box, Risk of Leverage and Zee

The Pandora’s Box that was opened when IL&FS defaulted on inter-corporate deposits and commercial papers (borrowings) worth about Rs.450 crore in June ...
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Video: On Bonds, the ZEE , DHFL and IL&FS Crisis at TC2019

I was at Traders’ Carnival TC2019 at Noida, and I spoke on the Zee and DHFL issues, along with the IL&FS crisis. Also in it is a primer on bonds: ...

Middle-class Indians Receive Tax Sops in Interim Budget 2019

Finance minister Piyush Goyal sprung a surprise in the interim budget that he presented in Parliament on 1st February 2019 by announcing that no tax will be ...
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Opinion: Why Is SBI Selling the Essar Steel Debt, One Day Before A Court Decision On The Resolution?

The bankruptcy proceedings of Essar steel have an interesting twist. Remember the way it’s gone: The Ruias are the promoters of Essar Steel. Essar ...
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