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Month: May 2015

2 / 5

IMPS Volumes Go Up 5x In A Year, We Think This Will Be Huge

We’ve written about IMPS – India’s Instant Payment Service – in the past. In 2011, I made an “instant” payment to my friend ...

Premium: KPR Mill Plans a 60% Capacity Expansion, Grows Profits 21%

This is a post sent to Capital Mind Premium subscribers, a result analysis of a portfolio company. ...

Interviewed at ET Now: On Splitting Airtel, The Upgrade of Persistent Systems and The Bank EPS Push

I was interviewed on ET Now Today, and here are the snippets. Plus, clarifications Splitting Airtel’s business a good idea, but may hurt Indian ...

The Gold Monetization Scheme: The What, The How and The Capital Mind View

The government has released Draft Guidelines for the new Gold Monetization Scheme. In Budget2015,  Jaitley had mentioned this. Essentially you can deposit ...

We Have To Free The Rupee Because There Is No Other Choice, Says RBI ED

G. Padmanathan, ED at RBI, spoke about the concept of Rupee convertibility recently. He mentioned a lot of things against making the rupee “capital ...

Chart: Nifty EPS Growth at 2.77% Even as P/E Moves To Dangerous Highs

The Nifty Price to Earnings Ratio is at 22+ now. While at the same time the last one year’s EPS growth has fallen to a low of 2.77%! It hasn’t been ...

Macronomics: Three Important Charts – Nifty Results Suck, Indian Trade Contracts, FIIs Still Leaving

We write about the Nifty companies' results so far, how FIIs have behaved in the last few days and more. This post is for Capital Mind Premium subscribers ...

Rising Yield Impact: Bond Auction Flops, Primary Dealers Have to Underwrite 2,600 cr. of 20 and 30 yr Bonds

After the cancellation of the 364 day T-Bill auction on Wednesday, we have further drama in bond markets. The 20 and 30 year bonds, auctioned today for 3,000 ...

Job Post: UI/UX Developer for our Upcoming Snap Analytics Platform

Capital Mind provides brilliant financial market insights and Analytics to investors and traders in Indian markets. We are looking for an awesome person to ...

Portfolio: Yet Another Textile Company In The Limelight

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