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Economy

Capital Mind in Nov: Housing Prices, iPhone Unbundling

Dec 02, 2013

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Capital Mind Premium Posts

Macronomics: The Residex, a Housing Price Index, In Charts
Capital Mind Premium: The Equal Weighted Index
Macronomics: Your Guide to the Market Index
Premium: Building Your Own Capital Protection Plan in 3 Different Ways
Macronomics: “Core” CPI, Inflation and a Major Problem in IIP Numbers

Premium: Three Macro Charts That Could Trigger Action
Macronomics: The Mystery of Low Volume New Highs in the Markets
RBI Calms Markets By Downplaying Inflation, Talks Up The Rupee
IIP Bumps Up to +2% on “Electricity”
Introducing: Capital Mind Premium

Note: These are not all the posts as the archives for others are yet to be uploaded

Macro

2013 Q2 GDP at 4.8%, Hides Two Factors That Are Temporary
Real Estate Inventories Rising, Prices Under Pressure
The BitCoinundrum: To Buy or Not to Buy?
The Iran Nuclear Deal Could Derail Rupee Deal, Hurt Other Trade; Helps Shippers and Refiners
Viz: The Government Has Been Increasing Food Prices By 12% Since 2007

Oh Wait, Maybe the Taper is Back On?
WPI Inflation for Oct 2013 at 7%, Big Past Revision, Uptrend in All Components
CPI Inflation for Oct 13 At 10.1%; Interest Rate Hike Likely?
Trade Balance for October Back Up to $10 Bn, Oil Imports Weigh
Housing Prices in India Grow 13%, Lowest in Four Years

Riding the Rupee Tiger
Germany and US Bring Good News That Seems to be Bad News
How Much Are You Paying Mutual Funds in Commissions?
Composite PMI Contracts, At 47.5 in Oct 2013
India October Manufacturing PMI at 49, Continued Contraction

Markets

Bharti Won’t Be Selling That DTH Stake
FIIs Net Buy 2,261 Cr. in Nov Till 26th
Monthly Return Charts Since 1994 Point To Great Dec, While Nov Returns -2%
What Is Cross Margining?
Apollo Tyres Q2 Profit Up 44%, Cooper Deal in Jeopardy

International Indexes in 2013; Nifty Still Ahead in BRIC
Twitter Goes Public, Gains 76%
Technicals: The BB-Reject+MACD Strategy Works On Hourlies Too
Russian Online Lender Tinkoff Gets a $3.2 Billion Valuation
October Ends With FIIs Selling The Second Largest Amount of Debt Ever, Buying Loads of Equity

Jignesh Shah Resigns from MCX
Infy settles Visa issue for $34 million

RBI and Banking

Banking: SMS Alert Charts, Fingerprint Scanners on Card Machines, Use Grocery Stores as ATM
Loan Defaults are Rising: KC Chakravarty
T-Bills Crowd Up Around 9%, Will This Reverse The Falling Yield Trend?
Do Raghuram Rajan’s Five Pillars Stand Up?
RBI Refinances SMEs With 5,000 cr. (through SIDBI)

Banks Give Loans to Multiple Persons Against Same Property
Chart: India’s Forex Reserves Up $7.7 Bn in Two Months, With $18bn FCNR Inflows
RBI: We’ll Make G-Sec Markets Better, Incentivize Banks to Recognize Defaults
SEBI Gets Tough on HSBC after MoneyLife’s Expose
RBI Sells $4bn in Sep 2013, Despite Big Currency Inflows

RBI Lets Foreign Banks Expand Through Subsidiaries
Term Repo Goes at 8.42%, MSF No Longer the Operational Rate

General

Off Topic: Don’t Undermine The Mission to Mars
Happy Diwali 2013!
Reads: Remove High-Denom Notes, SC Beats Up Sahara, NSEL Settlement
Plan F: A Show On Personal Finance
Reads: Indonesia Ups Rates, Summers Calls India Outlier, NSEL arrests, Thinksoft Soars

Unbundling the iPhone 5S Deal For a Cheap Unlimited 2 Year Plan
Is the Reliance Apple iPhone 5S Offer Worth it?

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