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Macronomics: Why the Fed Taper Has So Little Impact On The US and Indian Bonds

The US Fed finally ended their quantitative easing (QE) program yesterday. The program consisted of the federal reserve printing money to buy a truckload of US ...

The Big Mo Corner: How Banks Create Money, And Why That Matters

The Big Mo Corner by Mohit Satyanand. Every time a bank extends a loan, it creates money. This is the magic of modern banking, based on fractional reserves. ...

Premium: Happy Diwali, and Our Three Mahurat Stocks

Capital Mind wishes you and your family a Very Happy Diwali 2014! This is the first Diwali at Capital Mind Premium – we started just after Diwali in ...

The CAPM Portfolio: We’re Adding An Oil Stock. And Taking Out One.

Adding to the CAPM Portfolio this week is ONGC. Why do we like it? • The increase in the price of gas gives it a profit boost of over Rs. 4000 cr. per year ...

Premium: Crash Time: Crude, Ruble, Trade Deficit and World Markets

It’s been a day of crashes of different sorts. The ruble has crashed, going to 40 a dollar. It’s lost 20% in value since June, largely on the ...

The CAPM Portfolio: [Stock] Hurts and Stops Out, Strides Has 15% Dividend

Strides has announced a special dividend of Rs. 105 per share, after October 22, 2014 (we don’t know the exact record date). This will result in the ...

Macronomics: Real Estate, the Next Cookie to Crumble?

Banks have been pumping up the real estate boom by rapidly increasing the loans to higher cost housing, says the monthly RBI Sector Data. RBI releases data on ...

Sector-Wise Deployment of Bank Credit; Who's Getting More Loans This Year

We look at the statistics put forth by the RBI on sectorial deployment of Bank Credit. This gives us an idea of all the different industries that commercial ...

Portfolio: Strides Merger Pushes it Up, Time for an Options Play

On the portfolio we have some quick news. Strides Arcolab: Buys Shasun, Gets a 50% Return on Stelis investment Strides will merge with Shasun Pharma, in an ...

Premium: 5 Reasons Why The Green Shoots Could Be Losing Colour

The fixed income and currency markets seem to be going a bit differently from the equity markets. Last week saw a little scare in the equity bazaar, with the ...