Monthly Mashup – Edition 02

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Here is the second edition of our monthly mashup.

Similar to the weekly mashup, the monthly would have all the publications for that month. So this second edition has all our publications from December . All content shared here can be accessed by users except #Premium limited to only Capitalmind Premium Subscribers.

Hope you have a good time reading this Mashup. Do share your views in the comment section below.


#Charts

Chart: 10 Year SIP Returns on Sensex and Nifty are Less Than 8%

Foreign Investors Exit Government Debt In A Hurry, Sell 33,000 cr. In A Month

Chart: The Nifty P/E Ratio Is Still Too High For Comfort

#Data Analysis

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Ashok Leyland Sales Growth At 6.7%, Medium & Heavy Commercial Vehicle Growth At 10%

Bajaj Auto Sales Contracts At 12.8%, Domestic Sales Of Commercial Vehicles Down 25%

Domestic Airlines Growth At 22.6%, Indigo Receives 2 More A320neos In November

Escorts Exports 108 units, Overall Sales Growth At 2.1%

Equity Funds Purchases At 20 Month High, Debt Funds Witness Lower Purchases & Higher Redemptions

Force Motors Sales Down By 858 Units, Avg. Realization At 6.23 Lakhs

Ford India Reports 22% Growth In Overall Sales, Exports Growth At 67%

Hero MotoCorp Sales Contracts At 12.9%, Lowest Sales In 20 Months

Honda Cars India Sales Contracts 41.2%, Attributes Disruptions Due To Effects Of Cash Crunch

Honda Motorcycles & Scooters Report Flat Sales, Gains 1% Market Share

Indian Automobile Sales Report: November 2016 – Two & Three Wheelers

Indian Automobile Sales Report: November 2016 – Passenger & Commercial Vehicles

Investors Flock To Debt Funds, Total Assets Growth At 0.5% Or Rs. 8,116 Crore

Mahindra & Mahindra Sales Contracts 22%, Utility Vehicles Sales Down 34%

M&M Farm Equipment Sales Contracts 20.5%, Domestic Sales Down 24%

Maruti Suzuki Reports 12% Sales Growth, Utility Vehicles Growth At 98%

Renault India Sales Growth At 23%, YTD Sales At 91,702 Units

Royal Enfield Sales Growth At 40.6%, Exports Witness A Major Boost At 1,470 Units

Toyota India Sales Growth At 10.6%, Over 6,200 Bookings For The New Fortuner

TVS Motors Reports Flat Sales, Exports Contracts 2.4%

Volvo Eicher Sales Contracts 12.7%, Light Commercial Vehicles Sales Down 17%

#Economy

Demonetization Impact : Industry Comments Part 3 : FMCG Still Jittery, Real Estate Could Drop

Demonetization Impact : Industry Comments Part IV : Delayed Consumption?

GDP Data: Government Expenditure Pushes GDP Up to 7.3% In Q2, Slowing Growth in Manufacturing and Financial Sectors

India’s PMI Contracts For The First Time Since 2013

Most Banks Cut Deposit Rates, Reluctant To Cut Lending Rates – MCLR Update

RBI Doesn’t Cut Rates, Spooks Bonds and Stocks From Inflation Fears

RBI: 12.44 Lakh Crore From Old Notes is Back. And Bank Credit Growth Has Collapsed

The Market Stabilization Scheme And What It Means

The 2016 Macro: Foreign Investors Sell Highest Amount of Debt Ever. First Net Sell Since 2008!

#FlashBack2016:

Premium (Unlocked) : What We Wrote About in 2016

Portfolios (Unlocked): Capitalmind Performance in 2016 – A Good Year For The Five Portfolios

#General

On Slack: Battered Asian stocks, Confirmation Bias, Corporate Debt at Recovery Risk, Excessive Diversification, Risk Premium, Ropy Rupee Recall and more….

On Slack: GST – A Constitutional Compulsion, Fixing The Plumbing, Gains Using The CAPE Ratio, Governance Controversies, Modern Money Theory, Sharpe Ratio & Beta and more….

On Slack: All Is Well, Black Or White, China Forex Reserves, Currency Crackdown, Indian Exceptionalism, Instant Redemption, Pureplay Brokerages and more….

On Slack: 1% = 40 Lakh Cases, Arbitrage Mutual Funds, Investor or Speculator, Irrational Thinking, Still Using Cash?

On Slack: Botched War on Cash, Chasing Trump’s Tail, Odd Lots, Taxation on Debt Funds, TCS EGM Drama, Tracking Hyperinflation, Value Investing

On Slack: 2017 Investment Outlook, Cash Chaos, Higher Spending, Manufacturing Halt, Mixed-up Math, Tall Claims, Ultra Wealthy, Zombie Account and more….

On Slack: Cash At Home, Collision Course, Massive Move, Taxing FIIs Twice, The First Million, Trump Tariff, Too Much Debt?

On Slack: Bonds Tutorial, Capital Gains Tax, First Cashless Region, License to Launder, Lower Level Of Taxation?

On Slack: Debt & Credit Bubble, Flashback 2016, How India Spends?, Long-Term Capital Tax, Made In Bangalore iPhones, No Mercy Under Scrutiny

#Opinion

You Can Opt Out of OTP for Small Transactions, But You Should Not.

#Premium

Bond Baba Is Pleased With The SRTRANSFIN Bond’s 12% Return

Bond Baba: Bond Prices Have Fallen. The Fixed Income Portfolio Needs To Move To Ultra Short Terms

Bond Baba: The Pecking Order is Capital Gains > Interest > Dividend

Capitalmind’s Do-It-Yourself Wealth Allocation Strategy

Macronomics: Industrial Bank Credit Contracts Even Before Demonetisation, Banks Still Love Real Estate Borrowers

Portfolio: Adding A Small Block Of Infra In Long Term Portfolio

Portfolio: Adding A Block Of Infra In Our Long Term Portfolio – Part II

Portfolio: Adding A Block Of Infra Into Long Term Portfolio – Part III

Premium: Reflections on StratOptions 1.0 that earned us 27.26% in one year

Premium: A High Risk Arbitrage Play for [stock], Should You Jump In?

Premium (Unlocked) : What We Wrote About in 2016

Portfolios (Unlocked) : Capitalmind Performance in 2016 – A Good Year For The Five Portfolios

#Premium-Unlocked

Click on the image below to view all the 10 previous unlocked premium articles.

#Stocks

2016 in Review: The Top 10 Large Cap Performers!

2016 in review: The top 10 mid-cap performers!

Alkem Laboratories Recalls 1,739,000 Tablets Of Used For The Treatment Of Oral Diabetes

Alkem Laboratories & Divis Laboratories Receive Form 483 From US FDA

Cadila Recalls Microbial Contaminated API Used To Prevent Nausea, Vomiting Caused By Chemotherapy

Crompton Greaves Cancels Sale of T&D Business

Exclusive: We Reveal The Observations Made By US FDA’s Inspection Of Sun Pharma’s Halol Facility

Metal and Energy best performers in 2016, Pharma and IT worst

Strides Acquires Perrigo’s US FDA Approved API Facility In India

Tracking The Sun Pharma Halol Plant US FDA Inspection

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

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