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Month: August 2015

3 / 4

On Slack: Ominous Ashiana Conf Call, Saudi Oil Battle, Indirect Taxes and More…

The Slack Discussions The Slack group at Capital Mind Premium has been extremely active and if you haven’t been there, pop us a note by replying to this ...

On Slack: FIIs love Eicher, Cummins One-Timers, Goldman Gets it Right, IndiaBulls dividend…

The Slack Discussions The Slack group at Capital Mind Premium has been extremely active and if you haven’t been there, pop us a note by replying to this ...

2200 cr. BDA Scam: Finance Head Invested Public Authority’s Money in Mutual Funds. Who Got The Commissions?

A large scam has emerged in the Bangalore Development Authority (BDA) with finance members investing money in equity mutual funds and trying to cover this up ...

The Great Big Chinese Yuan Devaluation In Perspective

Yeah, yeah, the Chinese Yuan has devalued. But let’s just see what other emerging countries have done since last August. Puts things in a slightly ...

Macronomics: Carnage in the Rupee Markets Explained In Charts

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IIP for Jun 2015 at +3.8%, Manufacturing Rebounds and Consumer Durables Spike

India’s Index of Industrial Production (IIP) grew 3.8% over the previous year, a four month high. (Largely because the headline number of 4% of April was ...

What a Surprise: Inflation in July 2015 at a Delightfully Low 3.78%

Inflation for July 2015 has come in at a new all time low of just 3.78%. Some of this is indeed expected, as last year the index went sharply up, till ...

Steel Duty Hike Will Not Change Anything as Long as We Have FTAs with Japan and Korea

The government has hiked the duty on certain steel products by 2.5%. This is after recently increasing duties on Steel imports by 7.5% to 10%. I was on CNBC ...

Portfolio: We Thank The Textile Pack, And Move On To Breakouts On A Rough Day

In a day of extreme volatility we have managed to wreck and partially rebuild our Momentum Portfolio. A huge number of stocks went south, and some went north ...

India Loses The Sheen of Instant Market Gratification, But Midcaps Have Saved Us. Till Now.

Josh has an excellent post at The Reformed Broker: The Positive Feedback Loop is Broken. In an uptrending market, investors are conditioned to hold onto their ...