Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial

680 ArticlesEconomy

1 / 68

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! ...
The-Capitalmind-Podcast-Artwork-1.jpg

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 ...
Bank-Recap-1.jpg

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 ...
The-Capitalmind-Podcast-Artwork-1.jpg

Let Us Cut Gold Imports This Way: Don’t Waste A Slowdown (Part 2)

This continues the “Don’t waste a slowdown” post where we started to say this: Look, we’re slowing down and it’s going to take ...
dont-waste-a-slowdown.jpg

Don’t Waste a Slowdown: Part 1. What’s Going On?

Things are looking strangely bad for the economy. Bad because, well, I’ll put up some data. And strangely because this isn’t really upon us ...
dont-waste-a-slowdown.jpg

The FinMin Wants Energy in PSU Banks, And Makes One More Attempt To Get It

The weekend was somewhat dramatic of sorts. From a PMO office saying they do not want to be funding the NHAI for EPC projects to a finance minister press meet ...
banks-.jpg

RBI Gives Back Over 176,000 cr. to the Government as Excess Capital

The RBI has finally decided to transfer 1.76 lakh crore from its balance sheet to the government as a dividend. We have written about this before and believe ...
RBI-Excess-Capital.jpg

Budget 2019: What is this NBFC Rescue Thing All About?

NBFCs have been reeling under liquidity pressure, because much of their asset is long-term and couldn't raise funds either. The government, sympathetic to ...
NBFC-Budget-1.jpg

More Companies That Could Follow Zee, With Promoters Having Pledged Shares to Sell Bonds

You’ve got a bunch of mutual funds that were supposed to be “debt” – meaning, they are like fixed deposits. Except, some of these funds ...
Promoter-Pledged.png

Podcast: Anupam Gupta on Regular Investing and Where To Focus

  Anupam Gupta (b50 on Twitter) speaks with Deepak Shenoy of Capitalmind, about what to focus on when investing. It’s more about just regular ...
The-Capitalmind-Podcast-Artwork-1.jpg