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Month: September 2015

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Macronomics: Foreign Investors Sell Another 6,500 cr. of Stocks in September

Foreign investors continue to run out the ...

HCL Tech Loses A Client, Warns on Profits, Demonstrates Excellent Use of English

HCL Tech has announced a profit warning: To summarize: Revenue growth will be bad Due to currency issues, their USD earnings are going to be down 80bps. But ...

Premium: It's Time We Buy Those Solid Fixed Income Funds Again

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Capsule – 29 Sept: Bulk Deals and Delivery Volume Shockers!

We are starting a new “Capsule” series which will come to you on a regular basis, of data that is revealed in the markets but needs to be collated, cleaned ...

On Slack: Saudi meltdown, Longmay 100,000, Monetary policy, CARE downgrades and more, at Capital Mind

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 ...

What We Did Not Expect, Happened: 50 Basis Point Rate Cut!

RBI has cut rates by 50 basis points – which is 0.50%. That means everything is cheaper! Even in stock markets! (Nifty is currently lower. But it’s ...

Will Rajan Cut Rates? 10:30 AM Edition

Dear Mr. Rajan, You are being asked, no, told, no, ordered to cut rates today. This almost sounds like something you should rebel against, because no one ...

India Cements To Hive Off Chennai Super Kings on Oct 9, Sounds Like A Lottery Ticket?

India Cements will give shares of Chennai Super Kings Ltd. (The company that owns the IPL team) to all its shareholders, for free. The record date is October ...

Capsule – 28 Sept: Bulk Deals and Delivery Volume Shockers!

We are starting a new “Capsule” series which will come to you on a regular basis, of data that is revealed in the markets but needs to be collated, cleaned ...

More Defaults: GMR Infra's Tollway in Hyd (Due to No-Sand Rules) and the mega 7800 cr. issue with Jaypee Infratech

In yet another tollway default, an SPV owned by GMR Infra has had delays in servicing debt, and has been downgraded to D (default) status by CARE. GMR ...