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Month: December 2016

4 / 8

On Slack: All Is Well, Black Or White, China Forex Reserves, Currency Crackdown, Indian Exceptionalism, Instant Redemption, Pureplay Brokerages and more….

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 or login ...
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Portfolio: Adding A Block Of Infra In Our Long Term Portfolio – Part II

We are adding Infra companies in our Long Term ...
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Tracking The Sun Pharma Halol Plant US FDA Inspection

This is not a recommendation to buy or sell the stock. Analyst and family do own some of the positions listed here. Please assume we are biased. With ...
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Strides Acquires Perrigo’s US FDA Approved API Facility In India

Strides Shasun has announced the signing of definitive agreements to acquire the entire shareholding in Perrigo API India for Rs. 1,000 million (Rs. 100 crore) ...
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Portfolio: Adding A Small Block Of Infra In Long Term Portfolio

We will be adding a small block of infra companies on installment in our Long Term ...
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Premium: Reflections on StratOptions 1.0 that earned us 27.26% in one year

In November 2015, we decided we wanted to showcase that market-neutral options strategies can deliver market-beating returns with very little volatility. We ...
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Equity Funds Purchases At 20 Month High, Debt Funds Witness Lower Purchases & Higher Redemptions

November witnessed an Net Inflow of Rs. 36,021 crore against Rs. 32,334 crore in October, 2016. This is the 5th consecutive month wherein the inflows were ...
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Bond Baba: Bond Prices Have Fallen. The Fixed Income Portfolio Needs To Move To Ultra Short Terms

Bonds got battered today. After RBI said no to a rate cut, bond yields rose. The 10 year was quoting at 6.17% and closed at 6.41% – a 0.24% increase in ...
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RBI Doesn't Cut Rates, Spooks Bonds and Stocks From Inflation Fears

RBI hasn’t cut rates at all. We were wrong. In the policy statement, the RBI has kept rates the same at 6.25% (Repo). The reverse repo rate is 5.75%. The ...
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You Can Opt Out of OTP for Small Transactions, But You Should Not.

Sick of OTPs? RBI has a new notification. You can say NO to the One Time Passwords that you need to key in every time you do an online transaction, but only ...
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