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Month: April 2014

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Premium: Introducing the Big Mo Corner with Mohit Satyanand

We have a brilliant addition to Capital Mind Premium, in the form of the legendary Mohit Satyanand. Mohit is a good friend and I admire him greatly. He has the ...

Consumer Prices Up 8.31% in March 2014, Reverse Downward Trend

After a +5.7% Wholesale Price Index (WPI) Inflation number, the Consumer Price Inflation (CPI) number has come in at 8.31% for March 2014. This is not too bad, ...

Infy Results in Charts: March 2014

Infosys results have become less relevant than they used to be. A few key things about their results, in charts. Revenues are Down, Profits are Massively Up ...

Mehengai (Inflation) is Back: WPI Up 5.7% in March 2014

The Wholesale Price Index (WPI) for March 2014 shows an inflation of 5.7%, a sudden jump from February’s (now revised) 4.68%. You will notice that the blue ...

Trade Deficit for FY 2014 at $138 bn, Disappointed by March Data

India’s Exports and Import data for March 2013 tell us a story in data: With imports going up to 40 billion dollars in March, the deficit for March widened ...

Optionalysis: Disbalanced Strategies, and Trading a High VIX

This is a post of Capital Mind Premium subscribers. The VIX has gone bonkers. The Volatility Index, measured as a level of option implied volatilities on the ...

Why Is The Market Going Higher Every Day?

This is a post for Capital Mind Premium members. The mad markets are getting more mad. The Nifty made yet another all time high today and it’s almost like ...

Top Stocks in March: It’s A Good Kind Of Madness

This is a post for Capital Mind Premium members. It’s been a rip roaring month for the markets. While there is one day left in the month of March from a ...

IIP for Feb 2014 at -1.9%, Worst in 9 Months

Headline Index of Industrial Production fell by 1.9% in Feb 2014, the biggest percentage drop since May 2013. At the component level, the culprit was ...

Forex Reserves Cross $300 Bn Again, After Two Years

India’s Forex Reserves have crossed $300 billion for the first time since December 2011. The tone is familiar. RBI had, till 2007, employed a policy of ...