25 results for “USA”

[Podcast] Imagining MERA: My Empowered Retirement Account
3 Jan 2023Opinion
Podcast: Turbulent times - RBI thrives, Fed fumbles
. Markets are slaves of earnings and liquidity. Liquidity has taken prominence after the coronavirus outbreak. At first, central banks across the world increased liquidity by cutting rates and helping their populace to live through the pandemic. Then the after effects of increasing liquidity hit - increased inflation. Now, the same banks are sucking out liquidity by increasing interest rates to counter inflation. The looming after effect of increasing rates is the "r" word that is too pious to speak loudly. In this podcast, Deepak & Shray discuss the two central banks that impact us the most - RBI and FED (Federal Reserve System, USA). What makes this podcast interesting is that we are looking at everything from the lens of who does better - FED or RBI? .
23 Aug 2022General
Nithin Kamath on Fintechs, Fallacy of Recency, Buffett buys 'dirty' energy & More
. 🔆 Business: Realistic insights on India's fintech space by Nithin Kamath 🔆 Psychology: Fallacy of recency bias and rare events 🔆 Inflation: USA is trying to tame inflation using price controls 🔆 Buffett: Investing in 'dirty' energy businesses. 🔆 Venture Capital: The Tiger is cornered after a brave run 🔆 Pop Quiz #7: A quiz question that can win you a little gift from us! .
CM Team21 May 2022General
How much is the US worth, What's next for Netflix, Investing lessons from Dalal Street & More
. 🔆 Valuation: Quick theoretical exercise to value a country - the USA 🔆 Business: What went down with Netflix and what's ahead? 🔆 Venture Capital: Hot money seems to be cooling down 🔆 Psychology: Has the world always been chaotic or are these times different? 🔆 Investing: Lessons from a Dalal street operator of 90s 🔆 Pop Quiz: A quiz question that can win you a little gift from us .
CM Team30 Apr 2022General
What you know about inflation might be wrong
In this podcast, ▪️ We understand the practical concept of Inflation with examples ▪️ Impact of Inflation on your investments ▪️ Impact of Inflation on your daily lives, and how it impacts individuals differently ▪️ How the impact of interest rate change impacts the USA differently than in India ▪️ Hajaar practical examples and zero jargons
24 Feb 2022Opinion
First hand lessons for Investors and Traders from the Capitalmind Premium Community
"What the market teaches you is humility. That you can take nothing for granted, and that value is a figment of your imagination. Investing decisions, therefore are ticking time bombs. We all make mistakes and that’s just fine. But we would be stupid to not admit when we are wrong. Humility is the first thing the market teaches you – you earlier learn it fast, or it will be the last thing the market teaches you." On Teachers' Day, members of the incredible Capitalmind Premium community share their biggest learnings from the markets. Novice or Experienced veteran, Investor or Trader, you will find some incredible food for thought here.
Nihit Kshatriya5 Sept 2021General
EP39: Why we run a PMS and how we do it differently
What is a Portfolio Management Service? How does it really work? Do they actually benefit their clients? In this episode, Vashistha and Deepak explore PMS' through their experience of running one at Capitalmind. They explain how the operations work, the pros and cons of different fee structures, quantitative strategies and how PMS' are different from AIFs, Mutual Funds and Smallcases.
9 Aug 2021Opinion
VST Tillers Tractors: The House View
What's the story with VST Tillers Tractors? This little The performance of the Indian tractor industry has been exceptional in FY21. Sales of domestic tractors was 9 lakhs, the best in the history of the Indian tractor industry. In our house view series, we had a discussion on one of the small players in this space - VST Tillers Tractors. In this post, we take a brief look at the business, drivers, future plans and inputs from our members on the company.
Chetan Chhabria23 Apr 2021Stocks
RBIs Big Bond Buying Program and Why we aren't changing the Fixed Income Portfolio
To calm down the yield curve, RBI will buy government securities from the secondary market. This quarter alone, they will buy Rs. 100,000 cr. worth of bonds. Is this going to massively change things? Deepak writes about how this isn't as big a deal in terms of financing the deficit, but big enough to keep yields low. And so, we don't have to change our fixed income portfolio positioning.
Deepak Shenoy9 Apr 2021Premium Portfolio
Chemcon Speciality Chemicals IPO: Should you Invest?
Chemcon Speciality Chemicals, incorporated in 1988 and manufacturer of speciality chemicals primarily catering to the pharmaceutical industry is coming to the markets with its IPO on September 21st 2020. In this post, we look at the business of Chemcon and see if the issue is worth subscribing.
Chetan Chhabria22 Sept 2020IPO
The Happiest Minds IPO: Should you invest?
Happiest Mind Technologies, a IT service company based out of Bangalore is expected to hit the markets this September. The company is positioned as "Born Digital. Born Agile" and is focussed on providing flawless digital experience to its customers. In this post we look at the prospects of Happiest Mind.
Chetan Chhabria2 Sept 2020IPO
The Indian Tile and Bathware Industry: Which companies are better placed - Part 1
Chetan Chhabria5 Jun 2020Stocks
Overview of the Chemical Industry
Chetan Chhabria25 Jul 2019Stocks
Result Analysis of Balkrishna Industries (BKT)
Chetan Chhabria21 May 2019Stocks
Introducing The Capitalmind Podcast: On Debt Mutual Funds Taking Losses and What You Can Do About It
14 Feb 2019Economy
Taking Stock: A Deeper Look at Bata India
At Capitalmind, we often write posts on specific companies that we think are interesting and might make a good investment. In this post, we discuss a company working in the footwear business.
Chetan Chhabria3 Oct 2018Stocks
Earnings Report Closing Piece : 3QFY17 : 663 Companies Till Date With Management Comments!
Aakash Agarwal23 Feb 2017Stocks
Cadila Recalls Microbial Contaminated API Used To Prevent Nausea, Vomiting Caused By Chemotherapy
Aakash Agarwal7 Dec 2016Stocks
Jubilant HollisterStier Recalls Misbranded Allergenic Extract
Aakash Agarwal23 Nov 2016Stocks
Cadila Healthcare Recalls 14,808 Bottles of Capsules Used in The Treatment of Parkinson's Disease
Aakash Agarwal14 Sept 2016Stocks
Company Profile: Pidilite Industries - Business Overview with Financials
Aakash Agarwal22 Jun 2016Stocks
Lupin recalls 54,472 vials of Ceftriaxone, first recall post receipt of EIR from USFDA
Aakash Agarwal9 Jun 2016Stocks
Deal Flow – 05/02: Stichting Pensioen Fonds ABP sells Crompton Greaves and Dhwaja Shares & Securities sells Ucal Fuel Systems
Aakash Agarwal5 Feb 2016Stocks
On Slack: Samprada Singh - Bringing Alkem into the Future, BigBasket Closes Latest Round of Funding, Delhi resorts to Stringent Measures to Curb Air Pollution and more...
Gautam Jagannathan10 Dec 2015General
Guest Post: Negative Interest Rates - The Real Game
Deepak Shenoy5 Jun 2012Foundations
