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Month: July 2014

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RBI Opens 25,000 cr. for Debt Hungry FPIs

RBI has finally moved to helping foreigners buy some more debt, as the debt limit for G-Secs has been rejigged. Foreigners (actually, Foreign Portfolio ...

Results: The Story So Far, for Q1 2015 (Freemium)

It’s results season and we thought we’d give you a quick peek into how results have been going so far. The results being announced are for the quarter ...

Payment Banks: What They Are, and What We Think They Should Be

RBI has draft guidelines out for Payments Banks. Payments Banks: The Concept RBI wants to create a lower-end concept called payment banks, which are restricted ...

Strong Mandate, Weak Budget

I write at Outlook: Strong Mandate, Weak Budget: Arun Jaitley’s first budget sends mixed signals to financial markets, and one strong message: this is not a ...

Optionalysis: Earning Money From The Stocks You Own

What if you have a bunch of stocks that you own, and you want to earn money from them? One way, of course, is to wait for dividends, but those will come anyway ...

RBI’s Boost to Housing: What’s the Impact?

The RBI recently announced measures to reduce costs for “affordable” housing and infrastructure. They will require banks to issue 7 years bonds, and that ...

Charts: Reliance Finally Makes Record Profits, But Growth Isn’t Very Impressive

Reliance Results came in today, and as things go, they seem to be a) better than expected and b) not so brilliant in the scheme of things. I know people like ...

Premium: The Week That Was, And a Data Snafu

In our last note we talked about Mutual Fund commissions and since then have been notified (thanks, alert reader!) about an obvious incongruence. The original ...

Mutual Fund Commissions Go Up in FY14, But The Future Is Scary (Freemium)

Each year AMFI releases data on all commissions paid to agents by all mutual funds, to distributors that meet any of: Manage more than 100 cr. Of assets ...

Budgetonomics 2014 Released: Capital Mind’s Budget Analysis for Rs. 199

You’ve read Capital Mind and you’ve heard of the Budget. Here’s our take on the budget in a 50+ page book-style report, that you can read at leisure. ...