We are deploying our existing cash into select portfolio companies that have delivered a strong performance, reinforcing our confidence to increase allocations ...
"As we wrap 2023 with our Focused portfolio's YTD returns at around 42%, our journey through the market's ups and downs has prepared us for what lies ahead. ...
There are hundreds of smallcases to choose from. Each month brings a new list of smallcases showing great short-term returns. But that's not how you should ...
When we identify a company with growth potential, we generally apply a mental framework to place it into one of the six categories of growth. This approach ...
EMIL, popularly known as Bajaj Electronics (not related to the Bajaj Auto Group), is the fourth-largest consumer durable retailer in India, competing with ...
Markets are near all time high, and the Q4FY23 results season for our Focused portfolio has now concluded. Every quarter, we release a detailed factsheet about ...
Following the market correction, we started tracking interesting names in the mid and small-cap space. As part of our latest portfolio rebalance, some of these ...
India's consumption story makes some stocks attractive - and we're adding some in the Capitalmind Focused portfolio. We're deploying our cash now, and changing ...
The time is right to increase our allocation to equities and reduce our cash levels. While the Nifty 50 is down -by 12%, some stocks have fallen by 25% to -50% ...
After the recent market correction, we believe the time has come to move from being cautious to being (a little) greedy. We've exited some fundamentally weak ...
