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Macronomics: Indian Bonds Are Getting The World Jitters
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View ArticleThe Strategic Debt Restructuring Rules by RBI – Banks Will Convert Debt to...
There’s a new law in town. It’s a Strategic Debt Restructuring proposal by RBI. It’s kinda boring to go through the whole thing. But at Capital Mind , we think there’s no harm trying. So, here’s the...
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JustDial Will Buy Back at 1550 per Share, But Just 2-3% of Shares Will Be Bought
JustDial recently decided to buy back shares. They have a reasonable amount of cash on the books, and they will be using about Rs. 170 cr. of that money to buy back shares through a tender offer. See...
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Premium: The Impact in India of Including China-A Shares in the MSCI Index
Here’s a story to start this post: Raj and Balu were walking through a forest when they saw a tiger moving towards them, fast. Raj quickly began to wear running shoes. Balu, the smarter one, said,...
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Premium: The Nifty Consolidated Price-to-Earnings Ratio
How do you calculate the Price to Earnings of an Index? There are 50 stocks in the Nifty and there is not concept of a “Nifty share”. So how does one figure out if an index as a whole is valued on a...
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Current Account Deficit Falls to 0.2% of GDP, RBI Buys Massive Quantities of...
The current account deficit for the March quarter of 2015 came in at -1,286 million, which is a big relief, even if it’s marginally higher than the deficit we saw in the year earlier. It’s a tiny...
View ArticleIndirect Taxes Up Big Time on Fuel Duties and Gold, Good For Government, Not...
Apparently, the Indirect tax collections (Service Tax, Excise Duty and Customs Duty) are up 37% in May 2015 over May 2014 . But is this really something we should be excited about? Our view: Simple –...
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Bond Markets Crash, Failure of Bond Auction Today is Likely Again
There’s some serious damage in the bond market in the last few days. We posted (in Premium) that Banks are likely to lose 10,000 cr. on just the extra exposure they have to government bonds. And look...
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Macronomics: Carnage in the Bond Markets, Look How Banks Face Losses Of...
Folks, there’s some serious bloodletting happening in the bond markets. You’ve seen it here earlier – we have continuously mentioned how the yield curve has steepened rapidly and how things have been...
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IIP At 5% for April 2015, With A Smart 5% Gain in Manufacturing
The Index of Industrial Production (IIP) for April 2015 has something decent – with a 4.05% increase, which seems to finally be a good number. We have now had six continuous months of postive IIP...
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