Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial

Month: February 2015

3 / 5

Macronomics: State Wise Homeownership Shows The Rural Urban Divide

We analyze the data behind home ownership in India. This post is for Capital Mind Premium subscribers ...

Feb 13, 2015

Portfolio: Adding an FMCG Stock

We're adding an FMCG stock to the CAPM Portfolio on a momentum move. This post is for Capital Mind Premium subscribers ...

Feb 13, 2015

IIP for Dec at an Abysmal +1.7% Gives Us Four Years of Nothingness

India’s Index of Industrial Production (IIP) for December 2014 came in at +1.7%, which continues the abysmal numbers in the recent past. At 182, the IIP ...

Feb 12, 2015

AAP and Congress Accused of Accepting "Dirty" Money, as Government Steps Up Action Against Laundering

After the destruction of the BJP in the Delhi elections, here’s an interesting move by the government: Income Tax Department, Ministry of Finance, ...

Feb 12, 2015

Premium: MA20 and MA5 Right Two Times In A Row, Where Are They Heading Now?

This post is for Capital Mind Premium subscribers ...

Feb 11, 2015

Premium: Alt Investment Funds Raise Record Amount of Funds in 2014; Investments by Indian VC Funds Lag PE and Hedge Funds

We write about Alternative Investment vehicles in India. This post is for Capital Mind Premium subscribers ...

Feb 10, 2015

Sahara Gets Its Dose of Irony, Its Rescuer Mirach was just a Mirage

This Sahara thing is totally funny now. So Sahara Chief Subroto Roy has been cooling his heels in jail for the better part of a year now. Because the courts ...

Feb 10, 2015

60 cr. Fraud at J&K Bank Takes it Down

In the J&K Bank Results yesterday there was this little tiny footnote: 12. During the quarter ended December 2014, fraudulent transactions on account of ...

Feb 10, 2015

Bonus Stripping and the Impact of Arb Fund Unwinding on the Market

You gotta hand it to Manoj Nagpal (@nagpalmanoj). (He’s a great guy with excellent insights on mutual funds!) In a conversation on the impact of ...

Feb 09, 2015

Portfolio: Lots of Stops Hit on Friday, and A Look At The Days Ahead

We make a few changes to our CAPM Portfolio. This post is for Capital Mind Premium subscribers ...

Feb 09, 2015

Join Capitalmind Premium

Starts at ₹1,999/mo

Get access to our equity, fixed income, macro and personal finance research, model equity and fixed-income portfolios, exclusive apps, tutorials, and member community.