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Month: April 2019

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Debt Airways. But The Shares Trade Like There Is A Tomorrow.

Jet Airways is now slowly going into conversations as past tense. Meaning, what a wonderful airline it used to be. Because it isn’t there anymore, and in ...
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Reliance Capital And Its Credit Woes

Anil Ambani has been lately in all the wrong news.  From the Rafale controversy to his Ericsson settlement, this hasn’t been a good news year for the ...
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Premium: The High Priced Stock Portfolio Review & Rebalance

In 2017, we introduced a strategy of building a portfolio of stocks that was based purely on their absolute price without any reference to any other metric. ...
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#Linkfest: SEBI Shows Mutual Funds Who’s Boss, China’s Affair with Bond(s), Iran’s Threats, Fraud Investment Advisers, IMF Roots for a Cashless Economy

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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Macronomics: High Capacity Utilization = A New Capex Cycle?

In Macronomics today, we will check something that came from the RBI recently - a Capacity Utilization Survey. This indicates how much of available capacity is ...
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Portfolio: Adding A Bank To Multi Cap Portfolio

Public Sector Banks have been a strict no-no for investors since NPAs started to balloon up big time. Now things are changing with PSU banks (at least some) ...
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#Linkfest – Edelweiss’s Newfangled ‘Power SIP’, Kapol Bank Depositor Woes, SME IPO Listing Scams, Adani Wilmar-Patanjali Tussle

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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Charts: Core Inflation Moves Down Again, Interest Rates Remain High In Comparison

As inflation data comes in, the only thing to ask is: is it going up. There are two elements to inflation – the stuff that includes food and fuel (the ...
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The FMP Saga: What’s with Fixed Maturity Plans (FMP) Losing Money?

(Warning: Long post.) News floods the investment landscape about something strange in the land of debt funds. It turns out that: a) Kotak Mutual Fund has an ...
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Outlier in Focus : A Quick View of Berger Paints

We come across a large number of interesting stocks in Capitalmind SNAP Outliers, our discovery tool for stocks with momentum. See a video of how Outliers ...
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