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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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Macronomics: Strange Warnings in Macro Banking Data Shows Credit-Fed Housing Bubble As Industry Stalls

The macro world of banking always fascinates us – here’s some graphs and data on how our banking situation is: • Very Low Credit and Deposit ...
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Premium: Sun TV’s Buyback Likely To Be A Tender Offer, Promoters Likely To Take Out Cash

Note: This post was sent to Capital Mind Premium subscribers on 02 Nov, but we’ve made it open for everyone. Do take a look! SUN TV is going to meet for a ...

Premium: Vedanta and Cairn Have Lousy Results, Future Hinges On The Merger

Vedanta results have been awful. That’s pretty much the adjective of most results nowadays but here’s the ...

Macronomics: The Budget, It's Impact on Bonds and Rates and Equity

We discuss the impact of Budget 2015 on the financial markets. This post is for Capital Mind Premium subscribers ...

All You Wanted to Know About The Bhushan Steel Situation

Note: This post was sent to Capital Mind Premium subscribers on Aug 20, but we’ve made it open for everyone. Do take a look! The Bhushan Steel debacle ...

Budget 2014 Analysis: Deficit Skepticism Is Justified, Big Targets for 8 months (Premium)

Budget 2014-15 has, to markets at least, been a bit of a disappointment. However, that is more about mismatched expectations, rather than a botched budget. ...

The Railway Budget Crash: Extreme Expectations (Premium)

The Railway Budget was announced today. With that, stocks fell hugely today. However, since this comes after a week of an upmove, we don’t think that ...

How Have Stock Markets Reacted to the Budget? (Premium)

In our Capital Mind Premium Budget coverage,we look at how stock markets have reacted to budgets. Remember, the budget is next Thursday (July 10). The Budget ...

The Big Mo Corner: Looking at [Stock] after the numbers

The Big Mo Corner by Mohit Satyanand. The quarterly and annual numbers for L&T came in on Friday. The first thing I looked for was how they compared to ...