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Macronomics: The Current Account Deficit Says We Are Even More Dependent on Investment Inflows Now

India has reversed from a current account deficit which was becoming more and more manageable, to a point where the deficit has now increased to the highest in ...
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Portfolio: We Add a Credit Service Provider To Our Long Term Portfolio

The long term portfolio has been doing well and after some recent exits, we feel the need to add more to them. It's a tough time to invest, with the markets at ...
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Premium: A Benevolent Tata Sons Gives a Big Profit Jump & Debt Reduction to Tata Chem & Tata Global

Tata Chemicals is about to get a Rs. 900 cr. bump up in profit. Tata Sons, the big private holding company of the Tatas, now run by TCS ex-CEO N. Chandra, ...
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Taking Stock: A Deeper Look at Vinati Organics

At Capitalmind, we often write posts on specific companies that we think are interesting and might make a good investment. In this post, we discuss a company ...
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Premium: [Stock] Growth Propelled By New Plants

This is a note about a change in the Long Term portfolio, by moving a stock from "Hold" to "Buy". We do change our recommendations when we have more data, and ...
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Macronomics: Why Did RBI Print Rs. 83,000 cr. To Buy Dollars?

Today in Macronomics we consider an interesting point: RBI’s actions on the rupee-dollar, after demonetization. They’ve been buying dollars. A lot ...
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Premium: The Interactive Big Whales Report – Portfolios of Top Investors for Q1-2018!

The Interactive Big Whales Report! A Big Whale is a large investor. We get data of investors who own a large stake (greater than 1%) in listed companies. We ...
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Portfolio: Momentum Monthly Changes a Single Stock

Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio. The performance of the portfolio since we started in ...
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Experiments with Uncle Theta: That STT Option Exercise Rule

Uncle Theta has had a fun time with an interesting strategy on Thursday. NSE helped option buyers from having to pay obscene amounts of Securities Transaction ...
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Long Term Portfolio: Summary of Q1 FY18 Results.

The season of Q1 results has almost come to a fag end. Most of the results are out. We thought we will compile results of Long term portfolio for you, so you ...
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