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Fundas: Understanding the PE Ratio, and a Model To Make Sense Of It
As part of our funda series in this post we cover the Price to Earnings Ratio, we explain the P/E ratio and model to make sense of the ...
Foundations
Guest Post: How Many Of Your Investments Will Survive?
This is a guest post by Anoop Vijaykumar. Anoop is a SEBI Registered Investment Adviser and writes about equity investing at thecalminvestor.com. Follow him ...
Opinion
Opinion: Why The Rupee Fall To 70 Is Not A Big Deal
Is there a big problem if the USD has appreciated so that it’s Rs. 70 to a dollar? There are some implications, but it’s somehow not that dramatic ...
Foundations
Core Inflation At Elevated Levels Even As Currency Starts To Dip
Inflation went down to just 4.17% in July 2018. This might look good, but hold on. The biggest helper: Food. The biggest culprit? Everything else. As you can ...
Economy
The Emerging Market Currency Rout Deepens. What Happens to the Rupee? (And Steel)
The rupee has just gone again to that evil level of 69. It seems to be almost itching to break out. Which, in comparison with the damage on other BRICS ...
Premium
Taking Stock: A Deeper Look at Snowman Logistics
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 ...
Premium
Premium: A Set of Stocks That Are Likely To Benefit From A Growing Rural Economy
Monsoon has been the contributing factor for rural economy. This year has been a big boost for rural households. Starting from MSP hike to loan waivers, ...
Premium
Portfolio: Replacing 7 Stocks and Adding One More in Momentum Monthly Rejig
Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio and reshuffle the portfolio accordingly. This is the ...
Premium
Premium (Unlocked): Analyzing the Returns of the Momentum Portfolio at Capitalmind
We have some interesting insights from two strategies that focused purely on Price Momentum in the last year or so. With 25%+ returns, here’s a look at ...
Foundations
Earnings Growth led Rally or a Valuation led Rally?
In September of 2013, the BJP selected Narendra Modi to become the Prime ministerial Candidate for the forthcoming elections. This was no surprise given that ...
