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157 ArticlesCM Team

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[27 Aug 22] Newsletter: Market overview, Weekly Youtube show & 5 Good reads!

🔆 Quick glance - Market Overview: Sensex 30 PE trend, Macro markers & Top stocks of the week - Links we like: 5 good reads on markets & money - ...
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Podcast: Turbulent times – RBI thrives, Fed fumbles

. Markets are slaves of earnings and liquidity. Liquidity has taken prominence after the coronavirus outbreak. At first, central banks across the world ...
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Introducing the Capitalmind Equity Mutual Fund Portfolio

Why are WE, folks who discuss active DIY direct stock portfolios and manage client funds in active portfolios in our PMS, talking up mutual funds? This is like ...
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[13 Aug 22] Newsletter: Independence day offer, Market overview & 5 good reads!

🔆 Market Overview: Sensex 30 PE trend, Macro markers & Top stocks of the week 🔆 Links we like: 5 good reads on markets & money 🔆 Independence Day ...
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[6 Aug 22] Newsletter: Market Overview, 5 Good Reads & Capitalmind Weekly Show!

. âš¡ Market Overview: Sensex 30 PE trend, Macro markers & Top stocks of the week âš¡ Links we like: 5 good reads on markets & money âš¡ Capitalmind Show: ...
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Podcast: Why the crypto crash impacts you?

Cryptocurrencies were all the rage in the past few years on account of rising asset prices and volatility. Now, they are going through a bear market that has ...
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Will funds squeeze hurt Vi’s 5G prospects?

With the 5G spectrum auctions round the corner, Reliance Jio and Bharti Airtel look set to make strong bids. Can Vi mount a worthy challenge or will it end up ...
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Radico Khaitan – Spirited to Shine?

Radico Khaitan makes and sells alcoholic beverages in India. Formerly known as Rampur Distillery, the company used to be a spirits supplier and bottler for ...
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Newsletter: Mutual Funds investing in loss making IPOs, Thinking in odds, Measuring quality & More

🌟 5x5: Five articles summarised in five lines . 🔆 Insights: MFs investing in tech stocks that tanked. How bad is it? 🔆 Psychology: Thinking ...
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Nithin Kamath on Fintechs, Fallacy of Recency, Buffett buys ‘dirty’ energy & More

. 🔆 Business: Realistic insights on India's fintech space by Nithin Kamath 🔆 Psychology: Fallacy of recency bias and rare events 🔆 Inflation: ...
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