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Charts & Analysis
Food Prices Crash in Dec 2020, Slapping Inflation On The Face
There's a massive correction in inflation - down to 4.59% in December 2020, the lowest since September 2019 (15 months). This is sudden, and probably lower ...
General
Books we Like: On Investing, Trading & More
Isaac Newton famously said “If I have seen further it is by standing on the shoulders of Giants”, so is true for the ideas, portfolios and strategies at ...
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Experimentals: A Great Beginning to 2021 with TCS, Majesco and Wipro
We've had some very interesting experimentals in 2020, and we have a great start in 2021 in closing three experimentals with a reasonable profit, in the first ...
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How Capitalmind Portfolios did in 2020
Capitalmind subscribers get access to five core portfolios (three equity, one debt, and one index+Futures strategy). Each one is designed for distinct ...
Opinion
Shrinking FD Rates, Expensive Loans and Where to Invest Instead
In this episode, Shray and Deepak discuss the evaporating returns from safe investments such as FDs, what it means for lending, and how should you invest in ...
Sector Analysis
The Indian Tractor Industry: In a Sweet Spot?
Agriculture in India contributes to 16% of GDP and 50% of the workforce is employed in agricultural activities, hence the sector carries a lot of importance. ...
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LT Multicap Monthly Fact Sheet: Dec 2020
The Monthly Multicap Portfolio Factsheet will focus on Summarising the performance over the last month and since inception Quick thoughts on overall state ...
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CM Passive Strategy Monthly Fact Sheet: Dec 2020
CM LT Large cap portfolio changed its name to CM Passive Strategy. LT Large cap portfolio was launched in Sep 2018. A significant change happened when we moved ...
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Chase Monthly Fact Sheet: Dec 2020
December 2020 Monthly Update for the Capitalmind Chase Strategy Returns Update December turned out to be a blockbuster month for Chase. We saw an upwards of ...
Sector Analysis
What 2021 Holds For The Telecom Sector
2020 was a turnaround year for Indian telecom companies. But will the growth story continue or will the sector languish under high debt and legal cases. Read ...
