LATEST NEWS

Would we Buy the Bombay Stock Exchange (BSE) IPO?

Bombay Stock Exchange is the oldest stock exchange not just in India but in Asia as well having been established in 1875. It’s also...

Taking Stock: A Deeper Look at Manappuram Finance

In a new series for 2017, we look at analyzing one stock on a regular basis. These are often stocks we like, but don't have the necessary data to analyse. The first one for 2017 is a gold loan company: Manappuram Finance.

AYM Syntex (Ashish Kacholia), PVR (Warburg Pincus) and Sarda Plywood (Porinju Veliyath) Witness Big...

We bring you the “Big Deals” for today. A summary of the most important Bulk and Block Deals. Today’s Big Deals: AYM Syntex: Ashish Kacholia books...
Fund SNR Ratio

The Capitalmind Guide to Tax Saving ELSS Funds: Which, Why and Even Why Not.

If you want to save taxes by buying tax saving funds, we have just the thing for you! Given the amount of taxes we pay...

38% Of Industry’s Equity Assets Held For More Than 24 Months; 3.6% Jump In...

We bring you the “Monthly Mutual Fund Coverage” for the month of December, 2016. We take a look at the various Industry Trends, Mix between...
India Eating Up H1-Bs

India Should Be Scared of US H1-B Changes: It Takes 69% of All Such...

The US H1-B program is a non-immigrant visa issued to people that are well qualified and where, for a job, a company couldn't find...

STOCKS

OPINION

Nifty Standalone PE vs Earnings Growth

Nifty Consolidated P/E is 20 While 10 Year Earnings Growth Is...

When you calculate the price to earnings ratio of a stock you divide the market price by the earnings per share. How do you...

MACRO

STAY CONNECTED

3,157FansLike
7,838FollowersFollow
4,860SubscribersSubscribe
- Advertisement -

POPULAR ARTICLES

Brexit : All You Need To Know and its Impact on India

On 23 June, the UK will settle a question that's been rumbling close to the surface of British politics for a generation: should the...
HOW TO CALCULATE LONG TERM CAPITAL GAINS TAX

How To Calculate Long Term Capital Gains Tax

When you sell an asset like a stock or mutual fund after a year - in some cases, like Gold, three years - you...

The Economics of Using Uber in India, For Drivers, Passengers and the Company

I've been taking a lot of Ubers and Olas to work. More Uber than Ola , and I get phenomenal conversations because I can...

Karnataka Bank Goes for a Rights Issue with 1:2 ratio at a Discounted Price...

Here is the update to our old post published on 5th August 2016 UPDATE: The bank has declared the record date for rights issue as...
Supreme Court India

GPA is not Title: Supreme Court

A recent supreme court verdict is quite significant, in disallowing “General Power Of Attorney” (GPA) as a legitimate way to transfer property title.Concept: GPA...
Big Whales June 2016 Overall Stats2

Portfolios of Top Investors in Indian Stock Market – Big Whales Report – June...

Learn from the big investors in the market through the Big Whales Report, a quarterly publication by Capitalmind. A Big Whale is an Individual Investor with...
Rupee Note Bundles

Black Money Is Dead. Long Live Black Money. (The 500/1000 Rs. Note Ban)

Image from clickittefaq.com. The RBI and the government have removed Rs. 500 and Rs. 1000 notes from the economy as legal tender. Meaning, if you...

Banks Closed on 2nd and 4th Saturdays, No NEFT/RTGS; But Full Days on Other...

In a body blow to the political parties that either wanted to work all Saturdays or to party with bankers on all weekends, the...
portfolios of top indian investors - march 2016 quarter

Portfolios of Top Investors in India Stock Market – Big Whales Report – March...

Today we bring you a report of where the top individual investors in India invest their money. You might be wondering if you can...

Citibank Forces Suvidha Accounts To Rs. 100,000 Minimum Balance

Two people in my family received a registered post from Citibank when we weren’t around; and knowing Citibank I was sure something bad was...
rakesh_jhunjhunwala_20130511

How Rakesh Jhunjunwala Made Crores Trading In and Out of Some Companies He Owns

Have you ever wondered how traders with big pockets and lots of holdings trade?  What if we analyzed some of the Big Whales holdings.. Sorry.. not holdings...
The GST

The GST Bill Was Not Passed Today. That Will Have To Wait.

The Goods and Services Tax (GST) is being discussed fervently today because the Rajya Sabha passed something. Typically what the Rajya Sabha has been...
difference between shares and mutualfunds

Difference between Shares and Mutual Funds

Someone has asked, on a forum: What's the difference between shares and mutual funds? Here's an introduction to mutual funds: http://capitalmind.in/2006/06/introduction-to-mutual-funds/ And here's my elevator explanation: Shares: When...

Clearing the Confusion on How EPF is Taxed at Exit in Budget2016

There's a lot of confusion about the whole EPF taxation thing. Let us explain.Employees put money every month into their EPF (12% of salary)...
black-money

Will the Government Get a Big Dividend From RBI After The Notes?

There is some confusion on how the note derecognition issue will result in a huge bonanza for the government. The idea is : Rs....

Banning Surge Pricing Doesn’t Change Anything For Uber or Ola Drivers

Our last set of articles on Uber and Ola got some serious attention - the Economics of Using Uber in India and the Counter Arguments.Since...
1000-rupee-note

Will I Lose All My Money To Tax When I Deposit Old 500 Rupee...

Yesterday, RBI and the government banned Rs. 500/1000 notes. This was to reset existing black money to zero, as we showed in a detailed...

The Perils of Pledging: MBL Infra Tanks 75% in a Year

MBL Infra's been falling. And falling hard. The stock is at its lower circuit today at -20%, and while there are a lot of...
Auto Sales Commercial Vehicles Logo

Indian Automobile Sales June 2016: Passenger Vehicles and Commercial Vehicles

Today we bring you the Indian Automobile Sales Report for the month of June, 2016. While this post covers the Passenger Vehicles and Commercial Vehicles alone, you...
how much money to save retirement at 60 years

Saving For Retirement: How Much is “Enough”?

Capital Mind has focussed on a lot of topics. We have decoded scams, we have requested regulation, we have demystified budgets, we have investigated...
CPSE Portfolio

Should You Buy That 5% Discounted CPSE ETF?

Would we apply for the CPSE ETF IPO in the next few days? The Government offers a 5% discount on shares bought in this...

Creating a Hedge Fund in India: The Structure

In Kaushik Gala's excellent essay on creating an equity fund structure in India, he touches upon the regulatory problems in creating a fund in...

RBI Increases CRR, Takes 300,000 Cr. From Banks For No Interest For A Fortnight

The RBI has decided to go ballistic on liquidity. There's just too much cash in the system. People deposit money and there are withdrawal...
No arb in Karnataka Bank

Why There Is No 66% Arbitrage With Karnataka Bank’s Rights Issue

There's a little bit of confusion going around because Economic Times had published this article: (You can make upto 66% by participating in Karnataka...

The Indian Banking Sector Report: NPA Shocks Continue As Banks Struggle to Provision Enough

At Capital Mind, we've been watching banks carefully. There's a lot of value out there, but also a lot of information that needs comparison....

LIC Charges For Paying With Debit Cards

The RBI wasn’t happy about merchants charging for debit card payments, and in a statement recently, had told banks to cut relationships with merchants...

Porinju Veliyath enters Aspinwall & Co. – interests in Logistics, Specialty Coffee, Natural Fiber...

Aspinwall and Company (newly NSE listed on 11-June) is a commercial enterprise in the Malabar - Coast of South India.The company has diversified business...
Wipro buysback shares

Wipro will BuyBack 1.62% of its Shares at a Premium Price of Rs 625

Wipro has announced it will buyback 40 million shares at a premium of Rs 625 per share. The buyback accounts to 1.62% of the...
sanjay_bakshi

Prof. Sanjay Bakshi Buys 2.65 lakh Shares of Kitex Garments

We bring you the “Big Deals” for today. A summary of the most important Bulk and Block Deals. Kitex Garments - engaged in the manufacture...
Nifty Standalone PE vs Earnings Growth

Nifty Consolidated P/E is 20 While 10 Year Earnings Growth Is Lowest Ever

When you calculate the price to earnings ratio of a stock you divide the market price by the earnings per share. How do you...

Chart Of The Day: 40 Years Of Gold

Gold Returns have been wayward over the last 40 years, and I present to you, as the Chart of the Day/Week, Gold Price History...
Infratel

The Infratel Buyback Offer Has A Near Certain 10% Return But You Have To...

Bharti Infratel will buy back shares worth Rs. 2,000 cr. soon - in fact, if you buy the shares today, you will qualify to...

Suckered: How a 4% Loan for Furniture Actually Costs You 12%

So my friend, let's call him K, decided to go buy furniture and fixtures. He went to HomeTown and bought stuff worth Rs. 76021. And...
equity-risk-premium-india

Take Control, Invest Actively : Active Investing Series Part 1

We start a series today on what we call "Active Investing". A multipart series on how you think about your money so you can...
An introduction to Futures and Options

Futures and Options: An introduction

Futures and Options (F&O) is a famous phrase used by TV channels, web sites and in conversation nowadays but many of you many not...
CSR SLR

Cash Reserve and Liquidity Ratios: A Primer

This is a guest post by Dheeraj Singh. Dheeraj is a former fund manager for many years specializing in fixed income. Used to head...
SNAP outliers discover Sudarshan chemicals

How we used Outliers to discover Sudarshan Chemicals, which returned 200%.

We've used Capitalmind SNAP Outliers extensively to discover stocks and sectoral stories. What follows is how it helped us identify Sudarshan Chemicals, which ended...

Indian Mutual Fund Industry Trends Report Card for May 2016

AMFI has started to disclose some additional data related to Mutual Fund investments from October, 2015. Today, we look at a snapshot of this...
renault-kwid-maruti-sales-august-2016

Renault KWID Close To Achieving 1 Lakh Unit Sales, Lowest Priced In Maruti Suzuki’s...

Renault – The World’s leading French Automotive brand Renault India registered monthly sales of 12,143 units in September 2016 as against 1,781 units in the...
Bond Baba 2

Introducing Bond Baba – Beat FD returns with Bonds

Beat FD returns with BondsIf you bought a stock, would you think a bond from the same company is, somehow, in trouble? There are a...

Ace Investor Porinju Veliyath of PMS Equity Intelligence buys stake in Emkay Global Financial...

Emkay Global Financial Services (click here to view this on our SNAP Analytics Tool)  is engaged in providing wealth management and advisory services. The...

An Analysis of SIP Returns on the Sensex for 23 years

I have monthly Sensex data since 1978 (the early part of it was reconstructed, since the Sensex only came to being in the mid-80s)....

How Much Is Enough To Say "FY"?

Everyone who's rich tells you they didn't really care about the money when they started. To a large extent, and to most of us...

Don’t Buy HDFC Crest – It is Not a Fixed Deposit

I have now had a few people complaining to me - including my own mother - that relationship managers in HDFC Bank have been...
Rel Jio Offer

Reliance Jio Launches: Great For You and Me, Unless We Are Shareholders of any...

Reliance is disrupting the game again in telecom. A decade after it launched the ultra cheap mobile phone and forced every operator to cut...
indian-automobile-sales-two-three-wheelers-september-2016

With The Onset of Festivities – Honda Motorcycles, Royal Enfield and Yamaha India Witness...

We bring you the “Indian Automobile Sales Report” for the month of September, 2016. We take a look at the latest market action for each...

Interesting strategy: Rise in Price, Drop in Deliverable Trades

Sunil Saranjame has an excellent post about RPL and RNRL. The percentage of deliverable quantity to total traded quantity is a figure worth watching...
nifty-stocks-10-years

Lost 90% in a stock? Your Portfolio Might Still Beat The Nifty – A...

Is it so bad to see some stocks fall hugely? We have seen a number of stocks roll over and play nearly dead, losing...

Live Post: What Listed Companies Are Saying About The Demonetization Impact

We record what companies have said about the impact of the demonetization (announced on 8-Nov) of Rs. 500/1000 notes to their business. This is a...

Which Companies Do Dolly Khanna, Ashish Kacholia and 17 Other Large Investors Own? Get...

Where do Rakesh Jhunjhunwala, Ashish Kacholia and other big investors put their money? The Big Whales Report from Capital Mind has this for you -...

BUDGET 2016

Clearing the Confusion on How EPF is Taxed at Exit in...

There's a lot of confusion about the whole EPF taxation thing. Let us explain.Employees put money every month into their EPF (12% of salary)...