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Fixed Income
Macronomics: Should you lock in long term yields now?
The RBI has raised rates by 0.5%, which seems quite expected, but it is quite positive in the way things have been put by the RBI. This is quite an interesting ...
Premium Portfolio
A bet on India’s consumption story: Capitalmind Focused Rebalance
India's consumption story makes some stocks attractive - and we're adding some in the Capitalmind Focused portfolio. We're deploying our cash now, and changing ...
Stocks
CAMS: Everywhere, All Over The Place
CAMS, the ubiquitous bedrock for many mutual fund houses, is on a path to find future growth avenues in what it does best: being a back office for financial ...
Deepak's Memos
Wealth Letter Sep 2022: India at the end-game of the world’s greatest macro-experiment
The rough end of the markets in September means we’re doing -3% for the month on the Nifty (Capitalmind active portfolios have done marginally better, ...
General
[08 Oct 22] Newsletter: Market Overview, Story from Capitalmind Community, 5 Good Reads & More
. 🔆 Market Overview: Sensex 30 PE trend, Macro markers & Market Movers 🔆 What we are reading: 5 good reads on markets & money 🔆 What's on ...
Commentary
How the best investors deal with being wrong
The Art of Execution: How the world's best investors get it wrong and still make millions by Lee Freeman-Shor is one of the few investing books that focuses on ...
General
[01 Oct 22] Newsletter: RBI hikes rates, Crisis in UK, 5 Good Reads & More
. 🔆 RBI rate hike: Deepak Shenoy shares a quick summary 🔆 Market Overview: Sensex 30 PE trend, Macro markers & Market Movers 🔆 What we are ...
General
Podcast: UPI is most valuable when free
RBI released a discussion paper that said: We’ve let you good people live all this time with “free” payment systems, so should we allow banks to start ...
General
[24 Sep 22] Newsletter: Power Grid Cracks, 5 Good Reads & What’s happening at BYJUs
🔆 Quick glance Market Overview: Sensex 30 PE trend, Macro markers & Market Movers Links we like: 5 good reads on markets & money YouTube: Is BYJUs an ...
Charts & Analysis
Where do Superhero stocks come from?
How easy is to find 10x stocks? We'll call them Superhero stocks. Turns out, such stocks are more frequent than we might think. Of over 1,000 companies ten ...
