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Month: April 2015

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Banks Took 35% of All New Deposits And Gave It To The Government

You put a deposit in a bank, and the bank has to invest some of it (21.5%) in government bonds. They can lend the rest to people like you and ...

Premium: A Simple Framework to See if a Stock is Overvalued. And look at Jubilant Foods!

Is there a bubble in quality stocks? Ask Abhinav Mansinghka and Niren Parekh. (Thanks to Prashanth Krish for the ...

Rubber Prices Inch Up From Five Year Lows, Tyre Makers Will See Pressure on Margins

Rubber prices are going up. And it’s causing some tension. The tyre industry is worried, says ET, about prices rising after a year of record low prices. ...

Macronomics: The First Sign of a Technical Long Term Downtrend

We write about the possibility of a long-term downtrend in the markets, by analyzing the Nifty. This post is for Capital Mind Premium subscribers ...

Results Till Now: Nifty Companies See 11% Drop In Revenues, Profits as Cement Players Falter

Nifty Company results, till now, have had it rough, with a 11% drop in cumulative profits in the quarter, compared to last year. The worst performers have been ...

Portfolio: Market Beats Us Up, as we Exit the FMCG Ancilliary

Markets have continued their weakness and at this time we take notice of ...

Infy: The Impact of Results on the Stock In The Past

As we approach Infy Results, we see that markets have been relatively benign about the company in recent times. While the stock shot up over 5% in Jan (after ...

Macronomics: Foreign Investors Are Slowly, But Steadily, Exiting Indian Markets

We write about the actions of Foreign investors in the Indian Debt and Equity markets. This post is for Capital Mind Premium subscribers ...

Government Says Let the Courts Decide the MAT Issue for FIIs

The government has refused to budge on the FII tax issue, it seems. Recently, the tax department had started to issue notices for Minimum Alternate Tax (MAT) ...

Who Bought Those SunPharma Shares?

After that insane 20,000 cr. volume in Sun Pharma yesterday as Daiichi sold a whopping Rs. 20,000 cr.  worth shares, who really bought them? Turns out the ...