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Podcast #31: How trend following can make buy and hold better
In this episode, Shray and Sandeep discuss how adding a trend following layer to a long-only portfolio can help enhance returns and lower drawdowns, in the ...
Premium
Why IndiGo Needs To Raise Funds?
InterGlobe Aviation Ltd., the parent company of budget carrier IndiGo, a few days back announced fundraising of up to ₹ 4,000 crore through an issue of ...
Premium
Is Gold a worthy investment right now?
Gold has been one of the most popular topics among investors these days. The price has jumped significantly from around ₹ 22,700 per 10 gram in 2015 to over ...
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A Relative Valuation Approach to find Value in Indian FMCG
In this guest post, Himanshu applies a relative valuation approach to 28 FMCG stocks in India to conclude NESTLEIND is significantly over-valued while BAJAJCON ...
Stocks
A Deeper Look at the Indian Plastic Pipe Industry
The Indian plastic pipe industry is estimated to be Rs 29,000- 30,000 Cr, 60-65% of the market is with the organized players. In this post we look at why the ...
Stocks
The Curious Case Of AGR Dues
Nearly 10 months since the final decision has been announced on the 15-year old legal battle between India’s mobile operators and the Government of India, ...
Premium
Is Inflation Going To Break the Debt and Gilt Fund Breakaway Run?
Debt funds have had a wonderful run last year, especially Gilt funds. The best gilt fund did over 14% in the last year. Is that going to change? The ...
Premium Portfolio
The one reason why you should probably not subscribe to Capitalmind
What we learnt from a survey of Capitalmind Premium subscribers. The improvements (some of them radical) that we are working on to be rolled out over the next ...
Premium
GAIL: Green shoots or one too many overhangs
India’s largest gas distributor – GAIL (India) Ltd. – has been consistent in it's underperformance in the oil & gas space for the last three years. In ...
Premium
The back-test is not the trade | Taking a strategy live
A map is not the territory it represents, but, if correct, it has a similar structure to the territory, which accounts for its usefulness. — Alfred ...
