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Stocks
Adani Group Companies Explained: Adani Ports
A simple explainer on Adani Ports and its business. This is the second in a series of simple explainers on the businesses of the Adani Group. The value of ...
Stocks
Adani Group Companies Explained: Adani Green
This is first in a series of simple explainers on the businesses of the Adani Group. The value of Adani Group companies has jumped 5x in the last one year. ...
Sector Analysis
Electric Vehicles in India: An evolving investment theme
Did you know Electric Vehicle Sales worldwide make up under 3% of total Auto Sales currently but this number is expected to be 25-30% over the next few years? ...
Premium Portfolio
Chase strategy update | Moving from Futures to Options for the active component
No one likes Drawdowns. As trite as it may sound, there is no way to create alpha without enduring a bit of pain. But how much pain do we have to endure, ...
General
Capitalmind Saturday Coffee | 17th April 2021 edition
A crisp update on all that’s happened at Capitalmind this week – Saturday Coffee with Capitalmind. ☕️ Markets this week: The CNX 500 advanced ...
Premium Portfolio
How this simple ETF strategy beats the best large cap mutual funds
A simple ETF strategy, as Capitalmind's Passive Portfolio, has been in the top 10% of 3-year-returns of all large cap mutual funds for nearly the last decade, ...
Opinion
Podcast EP37: The hidden risks to the financial system
Are the recent problems - GME, Greensill and Archegos - signs of a damaged financial system that is so terribly fragile that a slightly bigger disaster can ...
Commentary
Capitalmind Saturday Coffee | 10th April 2021 edition
A crisp update on all that’s happened at Capitalmind this week – Saturday Coffee with Capitalmind. ☕️ But first, let’s get a weekly overview of ...
Stocks
The house view on Kovai Medical
In our “House view” series, we publish summaries of discussions on Capitalmind slack forum. Think of them as short crowd-sourced ...
Premium Portfolio
RBIs Big Bond Buying Program and Why we aren’t changing the Fixed Income Portfolio
To calm down the yield curve, RBI will buy government securities from the secondary market. This quarter alone, they will buy Rs. 100,000 cr. worth of bonds. ...
