Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial

Month: June 2011

3 / 4

Dirty Money Is Not Just Black

(From my column at Yahoo!) We complain about black money. For most of us, black money is money in suitcases, printed notes of currency. We imagine that there ...

Oxfam's Response To Expense Ratios

Oxfam’s CEO, Nisha Agrawal, connected with me and over a few emails put in her view of the expense ratio, in response to my article on Oxfam’s cost ...

Chinese Housing Prices Are Down, Indian Are Up

From the WSJ: The Great Property Bubble Of China May Be Popping After years of housing prices gone wild, China’s property bubble is starting to deflate. ...

Inflation Back To Crazy Revisions

Primary Articles Inflation (which is mostly food, and is about 20% of the overall inflation figure) came in at 11.52% for the week ended May 28. (We only get ...

Inverting Yield Curves in India and Brazil

From CNBC: Brazil’s and India’s government yield curves are inverting, a condition in which short-term rates rise above longer yields. ...

Bata at a New All Time High

The Bata India chart looks very interesting, as it edges into 52 week (and indeed, all time) high territory. The stock has been doing well this year, up 25% ...

Stop Buying Dollars, Curb Money Supply & Inflation

The RBI is unhappy about inflation, it seems. To a large extent, inflation is caused by an increase in the money supply, largely by the central bank adding ...

SEBI MF Panel Proposes a Rs. 100 Transaction Charge

According to ET, the SEBI Mutual Fund Panel has suggested a transaction charge of Rs. 100 per transaction instead of an entry load: The committee headed by ...

Bad News Overload and More: MV Chronicle

Read the latest MarketVision Chronicle for the juicy details on how the bad news seems to be going up, three trades we still like, and more! (Excerpt) The bad ...

Of Underreported Sensex P/E Ratios

I write at Yahoo, Of Underreported Sensex P/E Ratios: When it comes to stock indexes, the fact that they are based on a collection of stocks makes it difficult ...