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Month: December 2013

2 / 6

And They Continue To Smuggle Gold.

If you’re a Capital Mind regular, you’ll probably find this repeated the 100th time, when I’ve said if you ban gold imports, they’ll smuggle it in. ...

Bye Bye Apollo Tyres (For Now)

So it’s time to bid adieu to Apollo Tyres for a while. After a long time I exit without a trailing stop, largely because this is where I thought the stock ...

Shanghaied By The 7-Day Repo

Chinese 7-day repo rates have hit 8.8% and this has spooked regulators, so much that they’ve asked the media to reduce their focus on the issue. China has ...

Diesel Consumption Falls; Price Hikes Are Working

The Diesel Price hikes seem to be working. Consumption has fallen as prices have gone up this year, and the year-to-date consumption is now about 0.3% below ...

Inflation Indexed Securities: Buy if at Lower Tax Slabs

Yes, you can now buy Inflation Protected Securities. RBI has announced that these bonds will be available for purchase between Dec 23 and Dec 31, 2013.   ...

Macronomics: Bank Credit and the Sudden Drop in Incremental Credit to Deposits

In another round of Macronomics, we’ll take a quick look at Bank Credit, Deposits and how our Banking System is doing currently. A Summary The Credit ...

NSEL Fallout: FT and Jignesh Shah Found Unfit and Improper

Financial Technologies and it’s founder Jignesh Shah, along with two key people (Joseph Massey and Shreekant Javalgekar) have been declared “not fit and ...

Fortnightly Summary: Taper, Inflation, Slowing Growth, Network 18

Look, We Have A US Taper! The US Fed decided on a $10 billion taper today . From buying $85 billion worth securities per month, they will buy only $75 billion ...

Premium: The US Taper and The Rupee

This is an archive for Capital Mind Premium Subscribers. Read about the Indian Rupee, our macro position on it, and how the US Taper might affect us. A Summary ...

Look, We Have A US Taper!

The US Fed decided on a $10 billion taper today. From buying $85 billion worth securities per month, they will buy only $75 billion worth, including $35 ...