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Sintex

How Is Your Purchase Price Divided After a Demerger?

Companies demerge themselves. When they do, your shares in the original company now gives you more shares of other companies. The Sintex demerger gave...
Income of RBI

The Cost of Demonetization: Rs. 34,000 cr. in Lower RBI Payout, Likely from Interest...

The RBI will pay Rs. 306.59 billion (Rs. 30,659 cr.) to the government as a "surplus". Versus Rs. 65,000 cr. in the previous years....

Premium: Electric Vehicles will be Huge, and Why We Need an EV Portfolio

Electric vehicles are the future. For India and for the world. Electric vehicles have a big advantage over Petrol or Diesel vehicles China leads the world in EV adoption India is a HUGE market, especially in e-bikes The government is pushing for pure e-vehicles, from buses to cars to bikes There are big structural tailwinds for electric vehicles, so we are going to build an EV portfolio

SEBI Bans “Shell” Companies, But Hits a Bunch of Normal Companies Too

  SEBI has decided to put 311 companies into what is called a "Graded Surveillance Measure" level VI. Which is a code for "We Hate...

Bharat – 22 – A catch 22 for the Investor?

Unit Trust of India was an Institution created by an Act of Parliament in 1963. The following year it launched a US-64 "fund" which...
capital mind premium featured image

Portfolio: Momentum Monthly Changes Replace a Whopping 16 Stocks

It's the first Monday of the month, and it's time to rework the Momentum portfolio. It's not done fantastically - with only a 2.85% return since June when we started.

STOCKS

OPINION

MACRO

Markets Have Recovered – Is It Happy Times Again?

Prediction is hard, especially when it’s about the future - Anonymous We are told that prediction is bad and one shouldn’t try to time the...

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POPULAR ARTICLES

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...

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...

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...

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...

Budget 2017 – TDS On Rent Brings In Individuals and HUF Under The Law

Budget 2017-18 comes to rest! Here is one of our coverage as we continue to dissect the 100s of pages of the documents published as part...
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...

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...

Chart Of The Day: Bank FD Rates From 1976

The RBI has provided rates that banks used to give for one year deposits, all the way back to 1976. Here’s a plot of...

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....

How To Start A Private Bank In India – RBI Drafts New Regulations

RBI will allow banks to be created "on tap" in the private sector. Meaning if you qualify, you can go apply for a license...

TCS announces buyback of Shares. Is it worth the Arb for Small Retail Investors?

On 16th February 2017, TCS announced that its board will meet on 20th February 2017 to consider a buyback of shares. The stock opened...

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...
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...

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)...
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...

We Reveal The Form 483 Issued By US FDAs Inspection Of Divis Laboratories Unit-II...

Here is our coverage of the Form 483 issued by the US FDA from the inspection of Divis Laboratories Unit-II located at Visakhapatnam. You can...
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...

Outlier in Focus: That Sintex Demerger Makes It Worth A Dekho

The best companies are those that have figured out the optimal way to allocate capital. When promoters diversify into areas that aren’t related to...
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...

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...
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...
Gold rolling returns

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...

Auto-Debit on Credit Cards: Don’t Do It

Subramoney talks about how his credit-card payment went for a toss, with ICICI Netbanking failing when he most needed it, and he had to...
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...
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...

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...
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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...

Concepts: How the "Ex" Date and Record Date for Dividends, Splits and Demergers Works...

When stock demerge, give dividends, or have a bonus or split, there is always two dates give. One is a "Record" date, and the...
Suzlon

Outlier in Focus: Suzlon: A New Wind Blows

We come across a large number of interesting stocks in Capitalmind SNAP Outliers, our discovery tool for stocks with momentum. See a video of...
Magic Dartboard Portfolio

The Magic Portfolio Builder That Beats The Nifty. Having Fun With Dartboards!

We have for your a "Magic Portfolio" Today! [googleapps domain="docs" dir="spreadsheets/d/1_EEBptHNNB0O6aJsRJXp4hjGsgGl_XxbyOkNAAeSaCQ/pubhtml" query="gid=817474240&single=true&widget=true&headers=false" width="700" height="600" /] And Click Here To See The Magic in Action! You click "Refresh"...
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...
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....
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...

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...

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...

The Inflexion Point for the IT Service Industry (Long)

This is a long post. It's meant as weekend reading, and I would love to hear your thoughts: deepakshenoy at capitalmind.in or comment on...
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...

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...

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)....

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...

JP Associates – The road to hell is paved with good intentions

On Tuesday, a day when markets went down by 1%, J.P.Associates shot up by more than 10% on news about restructuring of the company’s...

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...
JK House

Suckered: Raymond Wants To Sell Prime Mumbai Land to its Promoters, 90% Lower Than...

Sometimes, you wonder how brazen promoters can be. And then you find out: More brazen than you can imagine. Consider this: There is a company,...
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...
Full Child Plan

How Do You Plan For Your Child’s Future?

You have a child. You want the best for her. Or him. (Sometimes both. But let's stop getting politically correct and just use one...
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...
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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...

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)...