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IPO
Adani Wilmar IPO: Should you invest?
The first major IPO of 2022 is here. Adani Group has been the fastest wealth creator in the last five years. Since 2015, Adani Enterprises had undergone major ...
Deepak's Memos
Jan 2022: The game of luck is also a game of skill
This is an excerpt from the Jan 2022 letter to Capitalmind PMS ...
General
ICICI Strategic Metal & Equity FOF, How HNIs invest in IPO, Fixed Income Portfolio Update & More
In this week's edition, 👉 A quick take on the ICICI Prudential Strategic Metal and Energy Equity FoF (NFO) 👉 1 latest article & 1 podcast from the ...
Opinion
The secret to HNI IPO funding that the RBI just killed
How do High Net Worth Investors invest SO much in IPOs? Nykaa’s IPO saw Rs. 1,00,000 crores invested by the well-heeled Indian investors. But ...
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CM Fixed Income Portfolio: Reducing Gilt Mutual Funds to add a Floater
Gilt funds suffer as yields move upwards on the back of higher expected inflation, rising crude prices and international bond movements. What we will do in the ...
General
HGS stake sale, AGR dues converted to equity, Where to invest in 2022 & More
HGS & a billion-dollar stake sale | Government claims stake in Vodafone Idea & Tata Tele | Capitalmind Momentum Portfolio in 2021 | TCS experimental trade | ...
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Experimental: The TCS Buyback Opportunity
We have another experimental trade for the TCS Buyback. Experimentals are trades we do once-in-a-while, where an opportunity arises for the short term. The ...
Economy
Where to invest in 2022: Challenges and Opportunities
After a violent 2021, what's going to happen in the next year? What are the various things that are likely happen? And what should our response be to them? We ...
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Skillful or just plain Lucky?
A review of the Capitalmind Momentum Portfolio, how it did in 2021 and thinking about 2022. The portfolio had a strong December with +7% along with the ...
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Capitalmind Focused in 2021: A year of transformation
The Capitalmind Focused portfolio is designed to generate wealth over the long term by investing in market leaders across sectors. It looks for companies with ...
