Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial

Month: January 2017

2 / 7

Budget 2017: Remove 80C, Increase Tax-Free Slab to 5 Lakh and Create Retirement Accounts

It was the season of Elections and Arun Jaitley was contesting from Amritsar. As politicians like to do, he went grandiose and said: “Direct Tax should be ...
Total-Income-based-on-slabs.png

We Reveal The Observations Made By US FDA’s Inspection Of Natco’s Kothur Facility

True to our promise of keeping a tab on the regulatory inspections of Indian Pharmaceutical companies, we are happy to get our hands on the Form 483 issued ...
Natco-Kothur-483.png

Budget 2017: The History of Disinvestment and Where We Go From Here

We take a quick look at what the government has been doing with respect to divesting its stake in public sector enterprises, or the Disinvestment Targets in ...
psu-main.jpg

On Slack: Bond Interest Defaults, Mercy Of Foreign Flows, Once An Intern, Pay With Amazon, Playing Dangerous Game, Trump Times Ahead For Trump-Proof India and more….

Slack is where the daily action happens. We take pride in our diverse and always helpful member community which includes value investors, fund managers, and ...
trump-inauguration.jpg

Portfolio: Buying the Long Term Portfolio, and Position Sizing

We’ve had a lot of stocks in our Long-Term portfolio. If you’re new to Capitalmind Premium, how would you allocate money to these stocks? ...
capital-mind-premium-featured-image.png

Early Q3: Small Banks Report Good Quarter Despite De-Monetization

The effect of demonetization on cash collections of small banks was expected to be bad. But the results show some resilience by smaller banks so far. The ...
Earnings-report.jpg

Should India Move Towards a Banking Transaction Tax?

“It’s impossible to be sure of anything but Death and Taxes” wrote Christopher Bullock in his book The Cobbler of Preston, a quote now often referenced ...
Tax-Dir.png

Charts: Credit Growth Lowest Ever at 5.15%. Banks Load Up On Govt Bonds.

India’s Bank Credit Growth as a story is a depressing one. The credit numbers seem to show that credit growth is at 5.15% as of Jan 6, 2017. This is how ...
Govt-Bonds-to-Bank-Assets-1.png

Union Budget 2017-18: The Capitalmind Coverage

Union Budget 2017-18 Kuch to phool khilaye humne, aur kuch phool khilane hai Mushkil yeh hai bag me ab tak, kaante kai purane hai Budget 2017-18 will be here ...
Budget2017_Header-Image.png

On Slack: 9.2 Lakh Crore Remonetised, Bond Guru, Dynamic City, Facts & The Future, Falling Rates, Icy Tidings, Mystery $9 billion, and more….

Slack is where the daily action happens. We take pride in our diverse and always helpful member community which includes value investors, fund managers, and ...
IMG-20170119-WA0004.jpg