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Premium Portfolio
Roundup of the Markets, circa 2018
We started 2018 with a Bang and ended with a whimper. What a difference a year can make in the life of an equity investor. 2017 was a year when the ruling ...
Mutual Funds
The Macro in 2018: The Rupee, Banks Rescuing NBFCs, Low Inflation and Central Bank Insanity
As 2018 comes to a close, the macro seems to have become interestingly important. The most important thing this year seems to have been the oil and the rupee. ...
Opinion
Book Review: China’s Great Wall of Debt | “Local-government debt is our subprime”
When IL&FS tumbled and the NBFC crisis reared its head, a word that was constantly used was “Shadow Banking”. Shadow Banking is basically financing by ...
Stocks
Stocks and Stuff : What we wrote about of Stocks in 2018
2018 is sliding towards a close and it’s been a very interesting year in the markets. Here’s a quick review of analysis that we have done – ...
Stocks
The Year That Was: Banks and RBI
The year 2018 is coming to a close and we at Capitalmind will be trying to cover the most important aspects of it through a series of posts. We start off with ...
Economy
Abeyaar: RBI Is Hoarding Too Much Capital And Can Pay A Chunk To The Government
The Government’s asking the RBI for money, and saying it has too much capital. The conversations around this are of this sort: Oh man the government is ...
Premium
Uncle Theta: The No-Downside Strategy for 2019 – Nifty Returns if it Rises, No Loss if it Falls
We’ve been talking about our “No Downside Strategy” for a few years now. Basically, how do you get the Nifty Upside but don’t lose if ...
Premium
Fundas: Understanding Financial Ratios – Part 2: Leverage and Profitability
In continuation to our series on Ratios, in this post we will look at the Leverage and the Profitability ratios. See our previous post on Ratios, Part ...
Stocks
Outlier in Focus – Schaeffler India. How Does The Company Look Post Merger
We come across a large number of interesting stocks in Capitalmind SNAP Outliers, our discovery tool for stocks with momentum. Here’s a look at Schaeffler ...
General
#Linkfest: PFC Buying REC, Hospitals With The Reddy Sisters, The Insolvent Fed
At Capitalmind Premium, we have a very active Slack channel where we discuss a lot of interesting topics. In there, a number of interesting links come our way. ...
