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Macronomics: Indian Corporate Debt market no longer attractive to Foreign Portfolio Investors (FPIs)

Today we look at a strange situation in corporate debt investments by Foreign Portfolio Investors (FPIs). While they continue to increase their investments in ...
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Optionalysis: MA20 Turns Around Yet Another Profitable Trade

After a long time we have a decent trade in MA20. A quick gap down gave us a decent opportunity but we exited early because of the severe lack of volume on the ...
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Portfolio Update: Added Two stocks to the Long Term Portfolio

GST has been driving a few stocks and we’re jumping on the bandwagon. Long Term Portfolio: Added Two More Stocks We have added a few stocks to the ...
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[Stock] Enters The Long Term Portfolio

Our long term portfolio is performing reasonably. Adding Motherson Sumi: The Fallen Angel Closing Price: 290 Motherson Sumi is an auto ancillary company, ...
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Portfolio Changes: Two More Stocks Added, and Look at [stock]!

We added two stocks to the Momentum Portfolio: 1. Avanti Feeds This shrimp feed manufacturer broke out of a range and has been doing well on the charts. It ...
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Optionalysis: Handling the New Weekly Options In A Calendar Straddle

You can now trade the weekly Bank Nifty options – they expire on the Thursday  of every week. So there was a Bank Nifty set of options that expired on ...
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Macronomics: Bank Credit Growth Again In Single Digits, and Sectoral Analysis Shows Potential Distress in Some Sectors

A Bank Sector Credit Growth Update Today, in Charts: • Bank Credit growth near 10 year lows • Personal loans grow fastest in five years • Industrial ...
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The Long Term Portfolio: Summary Of Results and Investment Update

We have a bunch of positions in the Long Term Portfolio and here’s an update on all their results. This is a long post (warning!) and we are happy to ...
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Premium: How Suzlon's Debt Tweaks Are Changing The Fortunes Of The Renewable Energy Company

Suzlon had results yesterday and a few interesting things came out. Here’s a quick series of thoughts: Note: We have sourced all info from their FY16 ...
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Portfolio: Introducing the Capital Mind Monsoon Portfolio

The Capital Mind Monsoon Portfolio The companies with exposure to agro and rural population have seen hard times in the last couple of years due to low ...
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