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Premium

Taking Stock: A Deeper Look at L G Balakrishna Brothers

At Capitalmind, we often write posts on specific companies that we think are interesting and might make a good investment. In this post, we discuss a company ...
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Economy

CP Issued on 16 Nov 2018: 11,500 cr. worth

Today, the CP Market was vibrant with Rs. 11,552 cr. in primary commercial paper issued. Highlights: Home fin companies aren’t issuing much – ...
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Economy

Tracking CP 15 Nov 2018: Nearly 10,000 cr. Issued Today

We have been posting on twitter on how the Commercial Paper Market is evolving. We’ll do a regular post for a while, until the crisis dies out. ...
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Premium

Macronomics: Green Shoots and Why We Think Interest Rates Are Likely To Fall in 2019

The macro is never important until it is. Right now, there’s some fear in the market about : IL&FS . If you say IL&FS the stock market falls. ...
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Stocks

Safe? Dredging Corp Decides That Even Government Debt can be Bad Debt

In it’s quarterly results, Dredging Corp (a public sector undertaking) has said this: Basically it is owed some Rs. 84 cr. from Sethusamudram ...
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General

#Linkfest: Rough Fund Returns, RBI Hits at Banks, Government Hits at RBI and So Much Fun…

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. ...
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Charts & Analysis

Charts: Indian Banks Have Very Low Capital Compared To Other Countries

In a recent lecture, N.S. Vishwanathan, Deputy Governor of the Reserve Bank of India which  talked about the famous circular: The Revised Framework for ...
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Opinion

Happy Diwali 2018! Here's More Random Predictions and A Scorecard.

Happy Diwali Folks! We write a post every Diwali predicting strange things and laughing at the previous year’s predictions, so let’s not break that ...
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Premium

Portfolio: Replacing 8 Stocks and Removing 5 More In Momentum Monthly Rejig

Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio and reshuffle the portfolio accordingly. This is the ...
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General

#Linkfest: Maruti’s Electric Car, US is World’s Biggest Oil Producer, Strikes Hit the Bullet…

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 ...
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