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Month: February 2014

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The Absurd Situation in Greece: Mostly Second-Hand and Small Cars After Crazy Tax Laws

Greece has had multiple problems in the past, and has required a massive bailout from the EU which has bought its bonds in exchange for a program requiring ...

Private Banks Hike Rates, Public Sector Banks Drop Rates Since 2012

The RBI released some interesting data today about interest rates on a bank sector wise basis. While we focus on the repo rate, what really matters is the ...

Premium: The Meteoric Rise of a Shrimp Exporter – Will it Last?

Archived for Capital Mind Premium subscribers, sent on 21 Feb 2014. (Subscribe now!) Sometimes there are seemingly awesome stocks and just looking at them ...

Optionalysis: Exit Strategies When You’re Making a Loss

This is an archive of Optionalysis, for Capital Mind Premium subscribers, sent on Feb 18. 2014. Subscribe now! In Optionalysis today, let’s talk about ...

Taibbi On Crony Capitalism, And Me on How It’s All Familiar to us Indians

In one of his last pieces for Rolling Stone, the brilliant Matt Taibbi writes about a piece of legislation in the US that has probably equalled and even ...

Reads: Hawala Premiums, Chinese Taper, Airtel Loses, Don’t Go To Jail

Hawala premiums for gold smuggling are up to 4%, says Business Standard. Bad Housing Starts data in the US? No, says Calculated Risk; it’s the cold weather ...

Whatsapp Bought by Facebook for $19 Billion

The famous messaging service, Whatsapp, has been acquired by facebook for: $4 Billion in cash $12 Billion in facebook shares $3 Billion to employees in stock ...

Great P/E but Anaemic EPS Growth on the Nifty

Nifty’s Earnings Per Share has now risen to 348, derived from it’s P/E ratio of 17.59. This gives us an EPS growth of just 7.9% over the previous year, ...

The Story of Apollo and Mr. Che

Forbes has an incredible story of how the Apollo Tyres acquisition of Cooper fizzled out. (HT Nikhil Pahwa of Medianama) It seems the story had a twist – ...

Premium: The Dangerous FII Debt Situation and The RBI’s Fear of Speculators

This is a premium post for Capital Mind Premium subscribers, sent on Feb 17, 2014. Subscribe now! Let’s take a look at another outlier we’ve started to ...