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673 ArticlesCommentary

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Karvy: What Went Wrong and What To Do Next

We’ve recently had a podcast about this (Click here to read) But there’s more to it, and here’s a deeper take on it. The recent Karvy Stock ...

Nov 28, 2019

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All This In One Day: Hiking PMS Minimums, Selling BPCL, Letting Voda-Idea Breathe…

So many incredible things happened yesterday that it’s taken me a lot of effort just to get things together to write this piece. Here’s the ...

Nov 21, 2019

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Happy Diwali 2019! Predictions and the Scorecard from Last Time

It’s Diwali time again! Wish you and yours a wonderful Diwali 2019, and hope the year brings prosperity and wealth! It’s also time for the annual ...

Oct 30, 2019

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Good Things Happen, Because Bad Things Are Allowed To: Karachi Stock Exchange Version

Markets are going to be volatile, because that’s by design. If you curtail volatility, forcibly, it doesn’t end well. Oh, and people have tried. In ...

Oct 14, 2019

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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 ...

Oct 07, 2019

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#Linkfest – India’s Yen Denominated Bonds Conundrum, India is no Currency Manipulator, Coffee Day Promoter Death, Yes Bank QIP, and more.

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 ...

Aug 02, 2019

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#Linkfest – World Bank Withdraws Amaravati Funding, IL&FS Forensic Audit Revelations, FMCG Companies Lose Steam, US FDA Dings Strides Pharma, and More

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 ...

Jul 25, 2019

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#Linkfest – Deutsche Bank Pink Slips, Desperate Chinese Manufacturers, FedEx Sues US Govt, MTNL/BSNL To Get New Lease of Life, Indigo Tussle, and More

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 ...

Jul 18, 2019

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#Linkfest – Dhanuka Labs Snaps Up Orchid Pharma, E-Cigarettes Deliver ‘Drugs’ says Govt, Mandatory Income Tax Return Filing, Welspun Corp. to Settle U.S Cases, and More

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. ...

Jul 11, 2019

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#Linkfest- ZEEL Rescues Its Promoter, Suzlon May Default on FCCBs, Pension Funds Do a #MeToo, Godrej Family-Fued, Vanilla Sky(rockets), and more.

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. ...

Jul 05, 2019

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