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On Slack: Cuckoo nest plot, Decline of Coal, Quess Corp IPO, Evils of Brexit and much more…

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The Slack Discussions

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

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A brief summary of some of the interesting things discussed there in the last few days:

#general: How Boris Johnson was brought to his knees by the ‘cuckoo nest plot’

(Link)

#stocks-fundamentals: Quess Corp IPO a huge hit; oversubscribed 147 times

India’s primary market is booming as investors can’t seem to get enough of initial public offers (IPOs), encouraged by recent stellar listings.

On Friday, Mahanagar Gas, a gas distributor in Mumbai, made a strong debut on the bourses, while investors rushed to apply to staffing solutions player Quess Corp’s IPO, which was subscribed 147 times — the highest in almost eight years. (Link)

#general: The Decline of Coal in Three Charts

(Link)

#general: Vijay Kedia’s Fav Specialty Chem Stock Is Immune To Evils Of Brexit: Daljeet Kohli

Daljeet Kohli has confidently reiterated that a top-quality specialty chemical stock which is the favourite of Vijay Kedia deserves to be bought despite its steep surge because it is unaffected by Brexit. (Link)

#general: The Simple Reason George Soros Is So Bearish Today

After a long hiatus, George Soros has returned to trading, lured by opportunities to profit from what he sees as coming economic troubles. Worried about the outlook for the global economy and concerned that large market shifts may be at hand, the billionaire hedge-fund founder and philanthropist recently directed a series of big, bearish investments, according to people close to the matter. (Link)

#general: The Goldilocks Strategy for Prudent Investors

(Link)

#general: Government denies cancellation of Rs 200 crore fine on Adani Port

Amid reports that Adani Port and SEZ Ltd (APSEZ) was spared a hefty fine of Rs 200 crore for environmental damage during construction of Mundra port, the Environment Ministry on Sunday said the claims are “incorrect” and it had imposed “more serious” responsibility on the firm without any cost limit. (Link)

#general: IT sector to lose 6.4 lakh “low-skilled” jobs to automation by 2021: HfS Research

A US-based research firm is predicting that India’s IT services industry will lose 6.4 lakh “low-skilled” jobs to automation in the next five years, quantifying the extent of likely pain for the first time, but Indian industry experts are urging caution and point to the other side of the coin — the creation of new jobs in large numbers. (Link)

#general: Shaktikanta Das involvement in a controversial land deal in Chennai, 100 acres allotted at a pittance

(Link)

#general: Bangalore residential launches up 13%, sales up 18% in first half of 2016: Knight Frank

Bangalore residential market shows buoyancy with upsurge in sales and launches, said a recent report by Knight Frank India. (Link)

#general: AM Naik denies interference led to L&T Infotech executives’ exits

Engineering major L&T Group’s executive chairman AM Naik, has dismissed industry speculation that the high level exits of executives at L&T Infotech were due to his interference. (Link)

#stocks-fundamentals: L&T Infotech aims to double revenue, profit in four years

Firm, which will launch IPO next week, plans to use the sale proceeds for working capital needs, acquisitions. (Link)

#general: What Pakistani startups can learn from India

(Link)

Options Structure

#backtobasics:

How Vertical Farming Works – Link

India falsely claiming it’s economy growing faster than China: Ruchir Sharma – Link

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Disclaimer

Nothing in this newsletter is financial advice and should not be construed as such. Please do not take trading decisions based solely on the matter above; if you do, it is entirely at your own risk without any liability to Capital Mind. This is educational or informational matter only, and is provided as an opinion