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The Perils of a Leveraged HNI In OverSubscribed IPOs

The much hyped and highly oversubscribed IPO "HUDCO", was listed recently at a premium of 21%. We now know that most of the leveraged HNIs have...
Amazon versus Rest

What we are Reading: Rethinking Transportation 2020-2030

Disruption is nice as long as it doesn’t affect the companies we are invested in. But when it hits an Industry as big as...
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Taking Stock: A Deeper Look at JHS Svendgaard Laboratories

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...
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Premium: The Difference Between CAGR and XIRR Returns. How Much Did You Make?

The Difference Between CAGR and XIRR and Real Returns. How Much Did You Make? 64K per quarter if you invest only Rs. 10 lakh! For...
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The Rupee Rushes Back to 65. RBI Has The Reserve To Sell, But Will...

The Rupee made a huge move today, after sitting below Rs. 64 for more than two months. The rupee is now at 65 (after...

Top 10 Reads: Economic Confidence Model, George Soros Trade, Low Inflation, Market Volatility, Rare...

Slack is where the daily action happens. We take pride in our diverse and always helpful member community which includes value investors, fund managers,...

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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...

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....
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...

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...
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...

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...
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...

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)...

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...

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...

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...
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 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...
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...
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...
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...
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...

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...
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...
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...

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...
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...

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...
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...
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...

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...

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...
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"...

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...
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...

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...
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...

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...

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...

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 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)....
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Now Free: How Other Funds Handled The Ballarpur Debt Default, and Why You Need...

The Ballarpur Default had one big victim: Taurus Mutual Fund. But Taurus owned just 100 cr. or so of Ballarpur Debt. Was it the only Mutual Fund to have been caught unawares? Answer: no. There were at least four mutual funds holding Ballarpur Debt till November 2016. We look at each one.

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)...