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Foundations

Will The Cash Crunch Cause The Indian Economy To Contract?

All that anyone seems to be talking about is the demonetization drive. Essentially, this involves invalidating the Rs. 500 and Rs. 1000 notes, and asking ...
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Stocks

Amid The Market Chaos, PSU Banks Silently Rally But Will It Last?

Demonetisation has been ripping the markets apart and Nifty hit a 5 month low today. With demonetisation coming into affect from 9th November most sectors have ...
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Stocks

Rakesh Jhunjhunwala Increases Stake In Delta Corp To 10.28%

We bring you the “Big Deals” for today. A summary of the most important Bulk and Block Deals. Delta Corp – engaged in the business of gaming & ...
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Premium

Premium: The Strategy To Buy Stocks When Everything Is Falling

Investing in markets like this is scary. Because everything’s moving! Today we’re going to make a quick note about How to Actively Invest in Fast ...
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Premium

Portfolio: We Add A Chemical Company With Low P/E To Long Term Portfolio

We add another chemical company to our Long term Portfolio. This stock is currently trading at a P/E below ...
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General

Cash is Not Bad. Do not Attack Cash as a Medium of Transaction

I wrote a long series of tweets about cash: Cash transactions are not as bad A few things to add: Cash transactions are not useful for long distance ...
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Stocks

SBI NPAs Increase ; Associated Banks Drag Profits : Result Analysis

India’s Banking Giant SBI, which has a market share of 17.53% saw its net profit taking a hit, mainly due to high provisioning. The bank has reported a ...
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General

On Slack: Demonetisation Scenarios, India’s Dry ATMs, Mandatory Airbags, Stampede out of Emerging Markets, Un-real Estate 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 ...
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Charts & Analysis

Individual Investors Assets Touch 9.2 Lakh Crore, Total AUM At Rs. 16.85 Lakh Crore

Assets managed by the MF Industry has increased from Rs. 16.51 lakh crore in Sep-16 to Rs. 16.85 lakh crore in Oct-16.  Sequential growth stood at 2.09% or ...
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Premium

Macronomics: The Dangers of a Rising US Rate and the Loss of Indian Trust in Rupee Notes

We just just had a perfect storm, or something close to it. Trump became president and Modi did something unthinkable – a surgical strike on cash. ...
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