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Charts & Analysis
Chart: Gold Beats Up the Current Account Deficit, But FDI Comes To The Rescue
A quick look at a few charts on the Current Account Deficit today. Remember, the Current Account of the country involves finding out what all we import, what ...
Stocks
Yes Bank’s Fall, Zee’s Woes and Deferred Tax Assets (Ep-12)
Host Deepak Shenoy (CEO) and Aditya Jaiswal (Analyst) discuss about Yes Bank – The “Kohinoor” of Rana Kapoor, pledging of shares by ZEE’s ...
Premium
Premium: Portfolio: Changes in the Premium Momentum Portfolio – October 2019
One of the advantages of being fully invested is that when markets move up like they did in September, we get to take full advantage of the rise. The surprise ...
Premium
Outlier in Focus: A Brief Look at SRF
The SRF stock has been moving considerably well. Let’s run a check on what business SRF is in. Also Check out our Taking Stock series, where we have more ...
Deepak's Memos
Capitalmind Wealth October 2019 Memo: What Were They Thinking?
(Edited excerpts from October 2019 memo sent to the PMS clients of Capitalmind Wealth) In 1949, Egaz Moniz won the Nobel prize for inventing the lobotomy. This ...
Stocks
Are Yes Bank Deposits Safe? Will The Stock Price Recover?
Update: Yes Bank has been placed under moratorium as of March 5, 2020. No one can withdraw more than Rs. 50,000 overall, till further notice. The bank is ...
Economy
A Small Rate Cut With an Outlook That RBI Will Cut More
RBI has cut rates again by 0.25%. We now have the lowest rates since 2009 at 5.15%. Remember, repo is the rate at which banks borrow from the RBI. Reverse repo ...
Premium
Premium: The Beneficiaries of the Lower Tax Regime, and Who It Doesn’t Help
Last week, Nirmala Sitaraman announced a bunch of benefit that set the market on fire. Tax rate reduced to 22% + surcharge if you don’t claim some ...
Economy
Podcast: Will Corporate Tax Cuts Fix India’s Bruised Economy? (Ep-11)
“In the US, there was a talk of something called a Nifty50 in the early 1970s. A lot of those stocks traded at ridiculous P/E multiples. And people were ...
Breaking
Podcast: The PMC Bank Debacle (Episode-10)
Host Shray Chandra (Director) and Deepak Shenoy (CEO) discuss in detail about the troubles at the Punjab and Maharashtra Cooperative (PMC) Bank, the ...