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211 ArticlesOpinion

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How the Govt borrows and why you should lend to them directly

  On today’s show, Shray asks Deepak about government borrowing and debt, how the RBI can help bring down borrowing costs, the new rules that make your ...
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What makes Amazon, Amazon!

Amazon made $281Bn in revenue in 2019, up 20% from the previous year. That is the combined revenue of the top-5 revenue-earning Indian companies: Reliance, ...
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Shrinking FD Rates, Expensive Loans and Where to Invest Instead

In this episode, Shray and Deepak discuss the evaporating returns from safe investments such as FDs, what it means for lending, and how should you invest in ...
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The Berkshire Pilgrimage: Notes from The Buffett and Charlie AGM in Omaha

The Berkshire Hathway annual shareholder's meet in Omaha, Nebraska is almost a rite of passage for fund managers across the globe. This year, Capitalmind's ...
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Tata Steel Quietly Takes 92% in the Erstwhile Bhushan Steel Through Convertible Shares

Last year, we wrote about the Bhushan Steel Bankruptcy (read post: The Bhushan Steel Bankruptcy Saga) The resolution gave the company to Tata Steel, which ...
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Podcast: The State of Financial Advice in India (Episode 4)

  It’s the Quarter End – a barrage of requests from bankers, investment advisors, distributors about new investments or topping up old ones. ...
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The Mindtree L&T Takeover Saga Raises the Question – To whom does a Company belong?

When a company goes public, the public investors have their rights. As much as the management which generally holds the largest chunk of shares post the public ...
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Book Review: The Myth of Capitalism: Monopolies and the Death of Competition

One of the many things that isn’t in short supply is the number of book titles that are published year on year. Every major blog and author has a list of ...
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NSE Cracks Down on Financing Schemes Used By Deep In The Money Option Players

A new circular from NSE changes the financing game for people who’ve been using the options market for financing deals. The NSE will require cash to be ...
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The Pandora’s Box, Risk of Leverage and Zee

The Pandora’s Box that was opened when IL&FS defaulted on inter-corporate deposits and commercial papers (borrowings) worth about Rs.450 crore in June ...
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