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Macronomics: The Mystery of the Real Effective Exchange Rate

The Real and Effective Exchange Rate is not real, not effective and not an exchange rate. It is a brilliant concept that applies itself when you remove all ...

Premium: What To Do If Markets Fall From Here

In the markets we’re starting to see a round of consolidation. The market’s like a roller coaster, but if you don’t prepare for the fact that there will ...

Revisiting Our Do-It-Yourself Capital Protection Plan

We spoke about “Capital Protection Plans” in the early part of Capital Mind Premium, in November 2013. We saw a few ways of building your own ...

Weekend Charts: 300 Days of UpTrend, Inflation Insights, Bank Weakness, CAPM20…

A few end of the week charts we think you’ll like: Nearly 300 days Since 10% Decline, Second Longest Uptrend in 8 Years Gotta be very careful. Even the ...

CAPM Portfolio: Hitting a Stop on a Fry-Day

It’s been a fry-day the 13th. In a sudden turn of events it looks like foreign money is heading out the door, and fast. The rupee has moved to 59.62 ...

Quick Note: Bank Credit Growth at Lowest in 4 years

A little worrying on the data front is the slow down in Bank credit. Here’s a quick look at how it’s panned out: This is the lowest since Jan 2010. It’s ...

Premium: A Select List of Higher Duration Bond Funds

We’ve decided to start looking at longer term bond funds, as bond yields start to go up when FIIs have hit their limit. In fact RBI has said they aren’t ...

Premium: Bond Yields Hit Lows as Foreign Investors Bust Their Limits

We have yet another outlier for you. FII Investments in bonds have now reached the maximum limit. They went through an auctionafter they crossed 90% of their ...

Markets Close at Highs, But Are We Seeing Euphoria Yet?

Stock markets close at an all time high, and you can see the euphoria build up. People are beginning to talk stocks again at parties. You can’t lose after ...

CAPM Portfolio: Updates and Adding [Stock]

This is a post for Capital Mind Premium subscribers only. Subscribe now! Capital Mind’s Deepak Shenoy was featured in ET Now today at 1:20 pm, talking about ...