Archives
182 / 647
Premium
Bond Baba: Bond Prices Have Fallen. The Fixed Income Portfolio Needs To Move To Ultra Short Terms
Bonds got battered today. After RBI said no to a rate cut, bond yields rose. The 10 year was quoting at 6.17% and closed at 6.41% – a 0.24% increase in ...
Economy
RBI Doesn't Cut Rates, Spooks Bonds and Stocks From Inflation Fears
RBI hasn’t cut rates at all. We were wrong. In the policy statement, the RBI has kept rates the same at 6.25% (Repo). The reverse repo rate is 5.75%. The ...
Opinion
You Can Opt Out of OTP for Small Transactions, But You Should Not.
Sick of OTPs? RBI has a new notification. You can say NO to the One Time Passwords that you need to key in every time you do an online transaction, but only ...
Stocks
Alkem Laboratories Recalls 1,739,000 Tablets Of Used For The Treatment Of Oral Diabetes
New Jersey, US based Ascend Laboratories has initiated a recall of Metformin Hydrochloride Tablets manufactured by Mumbai based Alkem Laboratories. The ...
Stocks
Cadila Recalls Microbial Contaminated API Used To Prevent Nausea, Vomiting Caused By Chemotherapy
Cadila Pharmaceuticals – an industry leader in synthesizing APIs has initiated a recall of Ondansetron HCI API supplied to LLC LENS Phanna in Russia, ...
Economy
Demonetization Impact : Industry Comments Part 3 : FMCG Still Jittery, Real Estate Could Drop
We record what companies have said about the impact of the demonetization of Rs. 500/1000 notes to their business. This is a live post – more reactions will ...
Breaking
On Slack: GST – A Constitutional Compulsion, Fixing The Plumbing, Gains Using The CAPE Ratio, Governance Controversies, Modern Money Theory, Sharpe Ratio & Beta and more….
The Slack Discussions The Slack group at Capital Mind Premium has been extremely active and if you haven’t been there (Premium subscribers only), pop us a ...
Premium
Macronomics: Industrial Bank Credit Contracts Even Before Demonetisation, Banks Still Love Real Estate Borrowers
Today’s Macro Data isn’t about demonetization. It’s about pre-demonetization. Tomorrow’s the RBI policy and it looks like there’s ...
Economy
India's PMI Contracts For The First Time Since 2013
The Nikkei Markit India Composite PMI (Purchasing Managers Index) shows a decline in November, to a contraction. The graph is like this: Above 50 is expansion, ...
Charts & Analysis
Chart: 10 Year SIP Returns on Sensex and Nifty are Less Than 8%
Demonetisation has had an impact on the markets, for sure, with November being a lousy month and markets falling. In effect, the 10 year SIP return on the ...
