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Foundations
Fundas : Understanding Financial Ratios – Part 1
One of the most important task that a fundamental analyst undertakes while analyzing companies is going through and understanding the financial statements of ...
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Portfolio: Adding Sixth Tranche of EV Portfolio
We have completed five tranches of buying electric vehicle portfolio. And today we will be buying in Sixth tranche. The EV portfolio is all about companies ...
Stocks
Understanding the Kotak-RBI Battle – Letter, Spirit, Rules and A Court Petition
Kotak Bank, known as one of the finest private banks in India, has knocked the doors of the courts against its own regulator, the Reserve Bank of India. We ...
Charts & Analysis
Charts: Inflation Remains Low at Sub 3% and See How Food Item Prices Fell
Inflation for November 2018 was at a ludicrously low 2.33%. This is largely from the base effect of a higher number in the previous year, though prices ...
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Bond Baba: A Quick Look at Buybacks – MPhasis, Tata Investments, Bosch and SKF
Bond Baba has been looking at various buybacks, and while we haven’t participated in any officially, we’d like to make a quick list of buybacks ...
Breaking
#Linkfest: Tax Free NPS, Amrapali Siphons off 2600 cr., HCL Buys Lotus Notes
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. ...
Economy
Markets Expect Looser Bank Regulation, So Should You Buy Those Beaten Up PSU Banks?
A governor resigns. The new governor is likely to be “soft” on regulation. What’s that going to do to the public sector banks that have been ...
Opinion
The Implications of RBI Governor Urjit Patel's Sudden Resignation
Urjit Patel, Governor of the Reserve Bank of India, has resigned. Abruptly. Saying he’s off for personal reasons. (See note) How complex is this? Why ...
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Annual Report Review : Thermax Limited
In continuation to our annual report review series in this post we analyze the annual report of Thermax Limited. Thermax is the leading capital goods player in ...
Premium
Premium: Adding NOCIL to the Long Term Multicap Portfolio
The recent correction in the markets has given us an opportunity to look at stocks which we earlier liked but went short of adding it in our portfolios because ...