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Premium: KPR Mill Plans a 60% Capacity Expansion, Grows Profits 21%

This is a post sent to Capital Mind Premium subscribers, a result analysis of a portfolio company. ...

May 21, 2015

Macronomics: Three Important Charts – Nifty Results Suck, Indian Trade Contracts, FIIs Still Leaving

We write about the Nifty companies' results so far, how FIIs have behaved in the last few days and more. This post is for Capital Mind Premium subscribers ...

May 18, 2015

Portfolio: Yet Another Textile Company In The Limelight

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May 14, 2015

Macronomics: Here's What We Think RBI Will Do, After Seeing IIP and Inflation Data

Today, in ...

May 12, 2015

Premium: The Curious Case of VLS Finance, a Company Which Owns Shares Worth 5x Than Its Market Cap

How do you a value a company that holds other companies ...

May 11, 2015

Macronomics: It's a Storm. Bond Yields Soar to 8%, USDINR Crosses 64, and the Macro Fire Alarms Are Ringing

This is going to be a long post. Brace ...

May 08, 2015

Portfolio: Two More Stops In The Panic of the Market

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May 06, 2015

Premium: Don't Catch a Falling Knife – Both Stock and Bond Markets Near 2015 Lows

  The Market Has Crashed! With the Nifty down over 200 points, we are in a spot of bother. The market continues to make new lower lows. This is now close ...

May 06, 2015

Macronomics: Whoa, Cement and Steel Slow Considerably, Just as Banks Pump High-Cost Housing Loans While Cutting Affordable Housing Credit Growth

In Macronomics, we bring to you something that’s another sign of “Yellowing Shoots”, our phrase for what seems to be a change in the macro ...

May 05, 2015

Premium: A Simple Framework to See if a Stock is Overvalued. And look at Jubilant Foods!

Is there a bubble in quality stocks? Ask Abhinav Mansinghka and Niren Parekh. (Thanks to Prashanth Krish for the ...

Apr 29, 2015

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