Highlights

Portfolio: Adding Sixth Tranche of EV Portfolio

We have completed five tranches of buying electric vehicle portfolio. And today we will be buying in Sixth tranche. The EV portfolio is all about companies which are going to be part of the electric vehicle growth story in India. The firm might be either a supplier or a manufacturer. The investments are considered for a longer horizon. The last tranche addition was done in August 2018. read more »

Fundas : Understanding Financial Ratios – Part 1

One of the most important task that a fundamental analyst undertakes while analyzing companies is going through and understanding the financial statements of companies - Balance Sheet, Profit and Loss and Cash Flow Statements. One of the effective ways of interpreting the numbers posted in the financial statements is  a) preparing and b) understanding financial ratios. The source for preparing financial ratios are the three financial statements stated above. read more »

Understanding the Kotak-RBI Battle – Letter, Spirit, Rules and A Court Petition

Kotak Bank, known as one of the finest private banks in India, has knocked the doors of the courts against its own regulator, the Reserve Bank of India. We examine the complications and implications – essentially the answer to the …

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Links: Tax Free NPS, Amrapali Siphons off 2600 cr., HCL Buys Lotus Notes

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. Here’s a list:

For central government employees, your Christmas gift has come… read more »

Chart: Bank Lending to NBFCs Grows 55% In A Year. Amidst All The Drama

In today’s chart, let’s take a quick look at the allegations that banks aren’t giving money to NBFCs. Remember October? When NBFCs were falling like nine pins because of lack of liquidity? Well, they seem to have got their liquidity …

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Introducing GearUp: Learn to Code and Analyze Data, Episode 1: 10 year rolling returns of total return indices

Last month, equity mutual fund inflows hit an 8-month high at Rs. 12,622 Crore. AMFI’s #MutualFundsSahiHai campaign is omnipresent, helping retail participation via systematic investment plans becoming ever more popular. The recurring theme in AFMI’s commercials – “long term mein …

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Latest Articles

Portfolio: Adding Sixth Tranche of EV Portfolio

14 Dec 2018

Fundas : Understanding Financial Ratios – Part 1

14 Dec 2018

Latest Articles