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Mutual Funds
Chart: Adjust the Nifty for Inflation, and we are 10% below the highs of 2007
Inflation hits all of us hard. It’s a drop in purchasing power. So let’s adjust the Nifty for a “constant” purchasing power by removing ...
Stocks
Outlier in Focus: Talwalkars Better Value Fitness
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 Talwalkars, ...
Economy
RBI Cuts Rates to 6%, But markets don't care.
RBI has finally cut rates. By 0.25%. This means very little to most people, but effectively banks can borrow lower from RBI, at 6% now versus 6.25% yesterday. ...
Premium
Macronomics: Banks bet on personal loans, but are we seeing a subprime move?
A quick look at sector credit today, once again. As of June, 2017, bank credit has been stalling at about 5% overall growth. Banks are continuing to favour ...
Charts & Analysis
Chart: Nifty does the best year since 2009 with a 5% in July
The Nifty had the best month of 2017 in July; it was up over 5%! The move to 10,000 has been swift. And takes the 2017 return to 23%. The Sensex also did about ...
Premium
Macronomics: That Pesky P/E and CAPE Ratio Chart Which Reveals Extreme Valuations at Abysmal Earnings Growth
________________________________________________________________________ It’s unfashionable to talk about things like valuations now. The latest Howard ...
Premium
Uncle Theta: The No-Downside Strategy Beats the Nifty By 1% so far
________________________________________________________________________ In April we had mentioned a “No-Downside Strategy” on the Nifty. The ...
Premium
Portfolio: We Exit Two Stocks From Our Long Term Portfolio
________________________________________________________________________ We exit Mahindra & Mahindra from our Long Term Portfolio. Having enterd the ...
Stocks
Taurus Funds get 30% of the Defaulted Ballarpur Debt, Banks Take Over the Distressed Paper Company
Remember Ballarpur? We know that it made Taurus Mutual Fund a big loss – in many of its debt schemes – when it defaulted on a debt payment. The ...
Stocks
The ONGC-HPCL Deal: Not Much of A Deal Unless They Merge
Most Mergers and Acquisitions are sold on the premise of better synergy leading to improvement in efficiency and performance. Rare are such instances in real ...
