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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 ...

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 ...

Macronomics: The First Sign of a Technical Long Term Downtrend

We write about the possibility of a long-term downtrend in the markets, by analyzing the Nifty. This post is for Capital Mind Premium subscribers ...

Portfolio: Market Beats Us Up, as we Exit the FMCG Ancilliary

Markets have continued their weakness and at this time we take notice of ...

Macronomics: Foreign Investors Are Slowly, But Steadily, Exiting Indian Markets

We write about the actions of Foreign investors in the Indian Debt and Equity markets. This post is for Capital Mind Premium subscribers ...

Macronomics: Three Sectors Showing Signs of Revival in Industial Production Data

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Premium: When Is A Good Time To Exit A Stock, Fundamentally Speaking?

When is the right time to exit? There are no good answers to this question, because there is no universal truth. Wait, that was more profound than it was ...
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Portfolio: Adding An Old Pal, And Replacing Two Slowing Stocks With Smart Movers

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Optionalysis: Reliance Steams Up Ahead of Results!

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Outliers: Rating Agencies and A/C Makers Suddenly Outperform, and Watch Vinati Organics

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