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Mayhem of March’21 | CM Chase monthly update
Mar 2021 monthly update for the Capitalmind Chase Portfolio Returns Update After a phenomenal first two months of the calendar year, the whipsaws of March ...
IPO
Lodha Developers IPO: Should you invest?
Lodha & being 3rd time lucky The company deferred its plans twice citing weak demand and market conditions. Incidentally both the attempts timed the market ...
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Whacked by whipsaws in Chase | Putting March’21 in context
After an almost perpetually trending 2020 the month of March'21 hit us like a hail storm. Making us wonder if its even worth our time trading trend following ...
Sector Analysis
Grounded In 2021: Airlines need more run-way
It is a double whammy for Indian airlines. Not only crude prices have seen a sharp jump, but also air traffic has started to fall. Are the airlines being able ...
Stocks
Elantas Beck: India’s leading wire enamel manufacturer on cusp of a CAPEX cycle
Wire enamels perform a very critical function in wires, they provide electrical insulation and reduce the chances of short circuits. The leading Indian ...
Commentary
Capitalmind Saturday Coffee | 3rd April 2021 edition
The 3rd April 2021 Saturday Coffee with Capitalmind Edition ...
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A rollicking end to the Financial Year but markets send mixed signals
In February 2021, almost all stocks were strong, and momentum went along for the ride. That changed in March. The breadth of stocks showing positive momentum ...
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LT Multicap is now revamped. A new approach, A new identity: The Focused Portfolio
Over the last couple of months, we at Capitalmind introspected about the Long Term Portfolio. One, how can we improve the Long Term Multicap portfolio returns? ...
Commentary
How the Leverage at Archegos Capital Brought Banks to their Knees
What happened at Archegos Capital that caused Nomura and Credit Suisse to warn about impending losses? The story of the unwinding of a hedge fund that had ...
General, Stocks
The house view on IRCTC
In our "House view" series, we publish summaries of discussions on Capitalmind slack forum. Think of them as short crowd-sourced primers about the business, ...
