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Charts & Analysis

While You Were Sleeping: What Stocks Do Overnight versus in Trading Hours

There’s so much activity during the trading day. Stocks are going up. Falling. The index is moving. The TV channels are on. Sometimes the anchors wear ...
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Charts & Analysis

Chart: Gold Beats Up the Current Account Deficit, But FDI Comes To The Rescue

A quick look at a few charts on the Current Account Deficit today. Remember, the Current Account of the country involves finding out what all we import, what ...
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Economy

Yes Bank’s Fall, Zee’s Woes and Deferred Tax Assets (Ep-12)

  Host Deepak Shenoy (CEO) and Aditya Jaiswal discuss about Yes Bank – The “Kohinoor” of Rana Kapoor, pledging of shares by ZEE’s promoters ...
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Premium

Premium: Portfolio: Changes in the Premium Momentum Portfolio – October 2019

One of the advantages of being fully invested is that when markets move up like they did in September, we get to take full advantage of the rise. The surprise ...
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Premium

Outlier in Focus: A Brief Look at SRF

The SRF stock has been moving considerably well. Let's run a check on what business SRF is in. Also Check out our Taking Stock series, where we have more ...
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Commentary

Capitalmind Wealth October 2019 Memo: What Were They Thinking?

(Edited excerpts from October 2019 memo sent to the PMS clients of Capitalmind Wealth) In 1949, Egaz Moniz won the Nobel prize for inventing the lobotomy. This ...
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Stocks

Are Yes Bank Deposits Safe? Will The Stock Price Recover?

Yes Bank – The “Kohinoor” of Rana Kapoor has seen him exit in an unglamorous way. He had pledged the stock in favour of his daughters’ ...
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Economy

A Small Rate Cut With an Outlook That RBI Will Cut More

RBI has cut rates again by 0.25%. We now have the lowest rates since 2009 at 5.15%. Remember, repo is the rate at which banks borrow from the RBI. Reverse repo ...
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Premium

Premium: The Beneficiaries of the Lower Tax Regime, and Who It Doesn’t Help

Last week, Nirmala Sitaraman announced a bunch of benefit that set the market on fire. Tax rate reduced to 22% + surcharge if you don't claim some exemptions ...
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Economy

Podcast: Will Corporate Tax Cuts Fix India’s Bruised Economy? (Ep-11)

“In the US, there was a talk of something called a Nifty50 in the early 1970s. A lot of those stocks traded at ridiculous P/E multiples. And people were ...
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