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Stocks
The Indian Tile and Bathware Industry: Which companies are better placed – Part 1
The ₹27,000 Crore Indian tile industry is fragmented, 55% of it is with small regional players and the remaining 45% with large organized players. Somany and ...
Fixed Income
The Capitalmind Masterclass on Debt Funds is Now Available For Purchase
Capitalmind had a Masterclass on Debt Funds recently, and we now have the recording available for customers to view (or purchase, if you missed it). They told ...
Stocks
Solara Active Pharma Sciences – From David to Goliath
This is a guest post by Saket Mehrotra. Number cruncher, avid reader, coffee connoisseur, book store hopper & Metallica fan. An active follower of Sensex ...
Premium
Vedanta Delisting – Is there an opportunity?
Vedanta Limited recently announced it has received intent from its promoter to delist the company. Put simply, the majority owner of the company has made an ...
Premium
AMA with CM: On ITC, Asset Allocation, Smallcaps, Index Funds, Debt, Macros and more
We did our second AMA on 27th May. Here’s a summary of the session. On Fixed Income Given what’s been happening with interest rates, does the ...
Foundations
What is this Trend following thing anyway?
My kids are huge fans of Formula 1. The races have them glued to a TV screen for the full two hours or so that it takes to finish a circuit at blazingly high ...
Charts & Analysis
Charts: The Worst Year Till May for the Nifty, And Negative 5 Year SIP Returns
The Nifty has seen a lousy May though it recovered towards the end, with a -2.8% return for the month. May is officially the fourth month of the year ...
Premium Portfolio
Actionables: The Reliance Rights nets 4%, POWERINDIA gets us 2.5%
This post covers the results from two recent experimental actions we posted for our premium members We had entered the Reliance Rights issue trade on the 20th ...
Premium
Future Group Promoter Default Scare and Its Exposure To Mutual Funds
Kishore Biyani’s company, a holding company of the Future Group, has recently defaulted on a loan payment. The Future group owns the well-known retail ...
Deepak's Memos
Wealth Letter April 2020: Locking Down and Getting Free
capitalmindwealth com] Firstly, let me say I hope you are all safe and that none of you have to face the medical challenges of Covid-19. These are tough ...
