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Month: December 2018

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Portfolio: Adding Sixth Tranche of EV Portfolio

We have completed five tranches of buying electric vehicle portfolio. And today we will be buying in Sixth tranche. The EV portfolio is all about companies ...
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Understanding the Kotak-RBI Battle – Letter, Spirit, Rules and A Court Petition

Kotak Bank, known as one of the finest private banks in India, has knocked the doors of the courts against its own regulator, the Reserve Bank of India. We ...
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Charts: Inflation Remains Low at Sub 3% and See How Food Item Prices Fell

Inflation for November 2018 was at a ludicrously low 2.33%. This is largely from the base effect of a higher number in the previous year, though prices ...
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Bond Baba: A Quick Look at Buybacks – MPhasis, Tata Investments, Bosch and SKF

Bond Baba has been looking at various buybacks, and while we haven’t participated in any officially, we’d like to make a quick list of buybacks ...
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#Linkfest: Tax Free NPS, Amrapali Siphons off 2600 cr., HCL Buys Lotus Notes

At Capitalmind Premium, we have a very active Slack channel where we discuss a lot of interesting topics. In there, a number of interesting links come our way. ...
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Markets Expect Looser Bank Regulation, So Should You Buy Those Beaten Up PSU Banks?

A governor resigns. The new governor is likely to be “soft” on regulation. What’s that going to do to the public sector banks that have been ...
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The Implications of RBI Governor Urjit Patel's Sudden Resignation

Urjit Patel, Governor of the Reserve Bank of India, has resigned. Abruptly. Saying he’s off for personal reasons. (See note) How complex is this? Why ...
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Annual Report Review : Thermax Limited

In continuation to our annual report review series in this post we analyze the annual report of Thermax Limited. Thermax is the leading capital goods player in ...
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Premium: Adding a Stock to the Long Term Multicap Portfolio

The recent correction in the markets has given us an opportunity to look at stocks which we earlier liked but went short of adding it in our portfolios because ...
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Chart: Bank Lending to NBFCs Grows 55% In A Year. Amidst All The Drama

In today’s chart, let’s take a quick look at the allegations that banks aren’t giving money to NBFCs. Remember October? When NBFCs were ...
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