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Month: November 2014

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The Big Mo Corner: Retail Investors Barred

The Big Mo Corner by Mohit Satyanand. Note: We’re making this Capital Mind Premium post freely available, we hope you like it! Since investing is for the ...

Kotak-ING Vysya Bank Merger – The Story in Pictures

Kotak Bank will buy ING Vysya bank in an all stock transaction that gives ING Vysya shareholders 725 shares of Kotak Bank if they own 1000 shares of ING Vysya. ...

Is the New Kisan Vikas Patra Creating Holes to Store Black Money?

The Finance Minister wants Indians to save more. The press release from the fin ministry says: The Finance Minister said that in last few years due to slower ...

The CAPM Portfolio: Two Stops on Lousy Results and Consequent Moves

Tough luck on Suven results. The net profit fell over 44% in a quarter that looked promising. Our stop loss is 185, as we’ve mentioned, but it has ...

Premium: Bank Nifty Companies Q2 Growth Surges; Net NPA Ratio Inches Upwards

Last week, we brought to you a comparative analysis of the Nifty companies performances, vis-à-vis Q1 and Q2 2015. A few interesting points emerged; on a ...

Optionalysis: The CAPM MA20 Shows Another Outlier Trigger

The CAPM MA20 Indicator has gone south, indicating a potential move down in the near future. It is constructed by taking the number of Nifty stocks above ...

Macronomics: From Green Shoots to "Yellow Leaves"

You’ve got to be careful when markets give you data that’s way different from what prices are telling you. We’re looking at Yellowing Leaves ...

Indian Exports Contract for First Time in Seven Months in Oct 2014

Export data for October 2014 shows a stunning drop in goods exports by 5% this month. This is the first time we’ve contracted in terms of exports, year ...

Q2 Profit Growth for Nifty Companies Shockingly Low After a Vibrant Q1

In our last post we spoke of how the Nifty companies show very Q2 growth (YoY) of 3.7% on revenues and 5.17% on Net Profit. Q1 on the other hand was excellent ...

Japan Shocks With Negative GDP Growth

Tokyo, just as we speak, has fallen prey to another recession. Japanese GDP came in at -1.6% despite their efforts in flooding the world with a lot of money. ...