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Month: September 2019

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Podcast: The PMC Bank Debacle (Episode-10)

  Host Shray Chandra (Director) and Deepak Shenoy (CEO) discuss in detail about the troubles at the Punjab and Maharashtra Cooperative (PMC) Bank, the ...
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The Troubles at PMC Bank, And Your Options as a Depositor

A co-operative bank by the name of Punjab and Maharashtra Cooperative Bank (PmcBank) is now in trouble. Here’s a simple look at the problem. PMC Bank ...
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The smelting of Indian stocks

Markets have been getting smashed over the last 12-18 months, dramatic corporate tax reform notwithstanding. But because our benchmark index views are ...
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Markets up Five Percent. Is this time to Buy or Sell.

From January 1996 to January 2008, Nifty 50 saw 17 days on which Nifty 50 went up by 5% or more. 2008 was an outlier thanks to the high volatile and we ...
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Fundas: Financial Shenanigans Part 5: Acquisition Accounting

In this last post on the financial shenanigans series, we look at how revenues, earnings and cash flows can be managed when companies are in acquisition mode. ...
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What’s with the high yields in corporate bonds? And will they last?

There’s a “high yield” market in India. Some of it is of shady companies. But some of it is for reasonable good corporates, whose bonds are ...
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Podcast: Should The Indian Government Borrow From Abroad? (Episode-9)

‘About 40% of all the of money that you’re paying as tax is going not to build infrastructure, not to feed the hungry, not to pay farmers for food! ...
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Premium: The Fixed Income Portfolio Is Now More Aggressively Into Gilts

We've been running a fixed income portfolio, almost surreptitiously, on Capitalmind Premium. Here's the set of posts and what happened each time. In 2015, we ...
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Banking Recapitalization: Kicking The Can Down The Road?

It is said that the Somnath temple in Gujarat was plundered as many as 17 times! After every loot, Indian Kings and devotees rebuilt (re-capitalized!) it with ...
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Podcast: How Slow Is The Indian Economy? (Episode-8)

‘Under normal circumstances, merging PSUs would have been impossible, had the government tried it 5 years ago, there would been riot on the street, today ...
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