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Macronomics: The What-Ifs of a Greece Exit or a New Deal For The Rest Of Us

How will the markets react to all the potential outcomes of the Greece saga? We write these effects on the Indian markets and the economy. This post is for ...

The Big Mo Corner: Risk, Reward and (Old) Age

The Big Mo Corner for Capital Mind Premium by Mohit ...

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

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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 ...

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 ...

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 ...

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 ...

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 ...

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

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Portfolio: A Stop Loss Hits on the Rail Bearings Business

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