Indian venture of Warren Buffett-led Berkshire is relying on mobile and...
Indian venture of Warren Buffett-led Berkshire group is betting big on the popularity of mobile phones and social media to boost its business of online insurance service. Berkshire India sells motor,...
View ArticleWhatsapp Bought by Facebook for $19 Billion
The famous messaging service, Whatsapp, has been acquired by facebook for: $4 Billion in cash $12 Billion in facebook shares $3 Billion to employees in stock options over 4 years The deal needs to be...
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Lowest CPI Inflation Since 2012 at 6.46% in Oct 2014; RBI Very Likely to Cut...
Consumer Price Inflation for Sep 2014 came in at a low 6.46%, on the back of: lower crude prices and, a high base last year This chart, though, explains it all. It’s actually coming down no matter...
View ArticleDLF Tanks After SEBI Bans It for 3 Years, Says Company Hid Information From...
DLF and six of its directors have been banned from accessing the securities markets for three years. Because they lied during the IPO. The details are fascinating. This SEBI report has phenomenal...
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Charts: Trade Deficit for Sep 2014 Jumps 40%, Biggest in 16 Months
India’s export situation went a little weird in September, with the deficit going up 40% to $14 bn (for the month). This is the biggest deficit since May 2013, when we had a record level of gold...
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Nifty Snapshot: At 5% From Peak, We’re Not In A Correction Yet
The Nifty continues to “correct”, although it did rise marginally today. The recent Nifty “peak” about 8173 has come after a long ride up. (Click for a larger image) This chart maps all the...
View ArticleFinancial Technologies to be Merged With NSEL; End of the FT Saga
The government now merges The National Spot Exchange Limited (NSEL) with its parent, Financial Technologies (FT). NSEL has been involved in a mega scam (see Capital Mind’s complete coverage ) where it...
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Portfolio: We’ve Adding An Oil Stock. And Taking Out One.
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View ArticleThe NSEL-FT Forced Merger Is Not About Piercing Limited Liability. It’s About...
Too many articles have come out decrying the order by the Government to merge FT and NSEL . They all quote the same thing – FT was just an investor and therefore it should not bear any liability...
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Chart: India’s Stock Index Does The Best YTD Performance In The World (Oct 2014)
You could be bullish for India: it’s been doing well. In fact, in 2014, the returns on the index have been ludicrously oversized in comparison. The Nifty is really the only index that has a huge...
View ArticleThe Government Talks Austerity; Mid-Year Fiscal Deficit Highest in 5 years
We’re a little more than midway into the Financial Year 2014-2015: perfect time for a comparative analysis of the performance of the new government. How bad is the situation, really? One of the NDA’s...
View ArticleRBI Removes 46,000 cr. of Money Supply, Sells Bonds. What’s Cooking?
Exactly what is the RBI doing? It’s just conducted a reverse repo auction (where banks park cash with the RBI) for a whopping Rs. 45,663 cr . Banks have placed that much excess liquidity with the RBI...
View ArticleGTL Infra Debt Payments Mount; Potential Default on The Cards?
Recently, an article in Business Standard claimed that based on their sources, GTL Infrastructure had apparently defaulted on their loans . “More than a dozen banks are now staring at Rs 6,000 crore...
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Yen Hits Seven-Year Low Against the Dollar
The Japanese Yen has hit a seven-year low against the USD. This comes on the back of the surprising decision by the Bank of Japan to increase their QE stimulus on Friday. The Yen is currently trading...
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CPI at Record Low in Oct 2014, But There’s Something Scary About the...
CPI Inflation for October 2014 is at a record low of 5.52%, the lowest we have ever seen in the new CPI (which has only been collected since Jan 2011. Last year the same month showed inflation at over...
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The CAPM Portfolio: Q2 Reviews and Revised Stops
The CAPM Portfolio has done well, and it’s nearly a year since we started (We started in December 2013). The portfolio now has a reasonable number of stocks, and here’s a quick review of where they...
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Macronomics: The Really Scary Part Of CPI Inflation Today
[/level-capmind-pro] First, the Good News. Inflation for Oct 2014 is down to 5.52%, the lowest number we’ve seen after the new Index came up. This fits into the lower end of Inflation predictions by...
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Japan Shocks With Negative GDP Growth
Tokyo, just as we speak, has fallen prey to another recession. Japanese GDP came in at -1.6% despite their efforts in flooding the world with a lot of money. Here’s the Nikkei: Japanese Premier Shinzo...
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Indian Exports Contract for First Time in Seven Months in Oct 2014
Export data for October 2014 shows a stunning drop in goods exports by 5% this month. This is the first time we’ve contracted in terms of exports, year or year (both dollar and rupee terms) in seven...
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Premium: Bank Nifty Companies Q2 Growth Surges; Net NPA Ratio Inches Upwards
Last week, we brought to you a comparative analysis of the Nifty companies performances, vis-à-vis Q1 and Q2 2015 . A few interesting points emerged; on a y-on-y basis, the companies did not perform...
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