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Deepak's Memos
Enter 2024: Here’s to the crazy ones
Happy 2024! 2023 has been quite sensational for returns in the Capitalmind Portfolios, and we go into this new year honouring the crazy ones. The misfits, the ...
Charts & Analysis
Looking for the best PMS for your investments? Find Capitalmind PMS Strategies and Performance here
As a high-net-worth investor in India, you have a wide range of options when it comes to choosing a portfolio management service (PMS) to invest your money. ...
Premium Portfolio
Capitalmind Focused Stocks 2023 Performance Review
"As we wrap 2023 with our Focused portfolio's YTD returns at around 42%, our journey through the market's ups and downs has prepared us for what lies ahead. ...
CM Strategy, General
Your own downside protection plan – Capitalmind No Downside Strategy 2024
This strategy works for someone who wants to capture 'almost' all of the upside of Nifty 50 but does not want 'almost' any downside. This 'almost', as you will ...
Stocks
BSE’s remarkable turnaround riding on India’s equity wave
This post goes back to the basics of the different ways stock exchanges and specifically BSE make money. Can BSE sustain its impressive comeback? As the market ...
Opinion
No more evergreening through AIFs, says RBI to NBFCs
RBI has a new rule: NBFCs cannot use AIFs to evergreen loans. Let me explain. This is going to take some time. NBFCs have seen increased regulation over time, ...
Commentary
It isn’t just about yesterday.
Let’s say a man, call him Ajay, has a heart attack while exercising in the gym. He was doing a deadlift with 60 kgs. 25 kgs as weights and 10 on the bar. ...
Stocks
Narayana Health: Pioneering Scalable and Sustainable Healthcare
Narayana Health ranks as the third-largest healthcare service provider in India, with 5821 operational beds. It trails behind Manipal Hospitals, which has 9500 ...
General
[Podcast] How money gets created in India
Ever wondered about the whole money thing – how it's made, where it comes from? Well, in this podcast episode, we're breaking it all down, and without using ...
Commentary
Looking for the best smallcase to invest in 2024? Make sure you look at these five things first.
There are hundreds of smallcases to choose from. Each month brings a new list of smallcases showing great short-term returns. But that's not how you should ...
