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1091 ArticlesPremium

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Premium: A Player That Has More Cash Than Its Entire Market Cap, Shows Signs of Breaking Out

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Jul 03, 2015

Macronomics: China's Stock Market Drops Viciously, and What It Might Mean For India

The Shanghai market has fallen over 20% just from 12th June, and the authorities are scared. According to Bloomberg, Chinese authorities have responded to the ...

Jul 02, 2015

Macronomics: Government Bonds See Losses of 90,000 cr. in the June Quarter

We write about how the fall in government bond values during the June quarter could affect Banks' performances. This post is for Capital Mind Premium ...

Jul 01, 2015

Portfolio: And Two More Additions To The Momentum Stocks

We add 2 stocks to the CAPM Portfolio based on Outlier analysis. This post is for Capital Mind Premium subscribers ...

Jul 01, 2015

Macronomics: Why Bank Results for the June Quarter Are Likely To Be Horrible

  Banks are going to see some really tough results this coming quarter, and we’re going to tell you why. Banks create money (much much more money ...

Jun 25, 2015

Portfolio: Another Outlier Company, This Time In The Engg IT Space

We add a company to the CAPM Portfolio based on our Outlier analysis. This post is for Capital Mind Premium subscribers ...

Jun 24, 2015

Macronomics: Net of Gold, We Run a Current Account Surplus!

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Jun 16, 2015

Portfolio: A Stop Loss Hits on the Rail Bearings Business

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Jun 15, 2015

Macronomics: Carnage in the Bond Markets, Look How Banks Face Losses Of 10,000 Cr. in this Quarter

Folks, there’s some serious bloodletting happening in the bond markets. You’ve seen it here earlier – we have continuously mentioned how the ...

Jun 12, 2015

The Strategic Debt Restructuring Rules by RBI – Banks Will Convert Debt to Majority Equity

There’s a new law in town. It’s a Strategic Debt Restructuring proposal by RBI. It’s kinda boring to go through the whole thing. But at ...

Jun 09, 2015

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