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Month: September 2017

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Bond Baba: Now, A Preference Share That Behaves Like A Bond

It's been a while since we've spoken of bonds, and today we'll explore stuff that "looks" like a bond but is slightly different. The Compulsorily Redeemable ...
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Outlier In Focus: Orient Bell Ceramics

We come across a large number of interesting stocks in Capitalmind SNAP Outliers, our discovery tool for stocks with momentum. Here’s a look at Orient Bell ...
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Sponsored: What is an Equal Weighted Index, and How Do You Invest in It?

Note: This is a post sponsored by DSP Blackrock Mutual Fund. Please do not treat this article as a recommendation; we aim to provide information and education ...
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IRB Invit Will Buy a New Project That Eats Into Cash Flows For 9 Years

We’d written about the IRB Invit, the Infrastructure Investment Trust by IRB Infra. (Read premium post) IRB Infrastructure had a long list of Road ...
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Portfolio: One Month Later The EV Portfolio Gives Us 30%

Its one month since we created the EV portfolio. The portfolio is designed for a longer term horizon, around 8-10 years. The EV portfolio has generated 30% ...
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Macronomics: The Current Account Deficit Says We Are Even More Dependent on Investment Inflows Now

India has reversed from a current account deficit which was becoming more and more manageable, to a point where the deficit has now increased to the highest in ...
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Gold Imports and Korea: You Gotta Hand it to our Love of Loopholes

So this story is worth a tell. India has this major problem with gold imports. So they introduce a 10% import duty on gold. But then, India also has ...
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Portfolio: We Add a Credit Service Provider To Our Long Term Portfolio

The long term portfolio has been doing well and after some recent exits, we feel the need to add more to them. It's a tough time to invest, with the markets at ...
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Outlier in Focus: EID Parry – Making Sweet Moments Sweeter

We come across a large number of interesting stocks in Capitalmind SNAP Outliers, our discovery tool for stocks with momentum. Here’s a look at EID Parry, a ...
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Corporate Social Responsibility: A Conflict, A Risk and Overall a Forced Burden

In 1916 ,J.M.Clark, writing in the Journal of Political Economy, wrote “if men are responsible for the known results of their actions, business ...
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