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

238 ArticlesOpinion

7 / 24

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 ...
Invit.png

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 ...
untitled-1.png

Banks Take a Hit, Shareholders Take a Bigger Hit: Electrosteel Steels Edition

In the first big public stock bankruptcy resolution, Electrosteel Steels has been declared bankrupt and has now been sold. Vedanta will now become the new ...
Electrosteel-steels.png

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 ...
Battle-of-Taxes.png

Market Roundup – Opportunity or Crisis?

On Friday, the 23rd of March 2018, markets fell by 1.2%. While this is not a significant fall, what was significant was the fact that this drove the draw-down ...
opportunity-crisis.png

The Abeyaar Series #1: Evergreening

A conversation on Slack today on our Premium channel led to this explanation of the concept of “evergreening” loans by banks. So let’s say ...
abeyaar.png

How The 11,400 cr. Import Ponzi Scam at PNB Unfolded

Here's the story on how Nirav Modi went from being the post boy of the Indian jewelry business to becoming one of the most wanted economic criminals in India's ...
PNB-Scam.png

Volatility Killed XIV: The Rapid Descent Into Nothingness After Big Moves

On twitter, I heard about the awesome poet, Rilke. A quote from him:  “The purpose of life is to be defeated by greater and greater ...
Death-of-XIV.png

Budget 2018: The Rural Side of the Budget, and It's Huge

This budget has been focused on developing the rural landscape. Increased allocation for rural spending is seen, with  more stress on the  agrarian families ...
Rural-Budget.png

The Banks That Get 88,000 Cr. as a Bailout. Explained.

On October 25, 2017 the Government announced the Great Indian Bank Recapitalization program. (Read our post on it) The idea was to infuse capital for ailing ...
Bank-Recap.png