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AU Bank shrinks, Momentum sinks and China stinks

So, what’s the spread this week? ☕️ 3 research articles and 1 podcast from Capitalmind. 5 finance articles covering personal finance, macroeconomics, ...
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Asset allocation eats portfolio alpha for breakfast!💪

The subject line may sound misleading now. But if you read the first post of this newsletter, maybe you’ll change your mind. Oh, and yes, you may also ...
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A Low Volatility Portfolio That Beats Nifty Black and Blue! 😎

This week we add one more factor based portfolio in our offering, unravel more about the sinking ship that is Vodafone-idea, take a deeper look into the ...
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Independence day gets little more special! 🤗

We’re a bit early, but this newsletter won’t get to say this tomorrow, so here goes – wish you a very Happy Independence day! 🇮🇳 In ...
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E-Currency, Disruption, IPOs and idealess Vodafone!

We start with a post from Deepak Shenoy where he reflects on the month gone by and tries to imagine a future led by disruption. We follow it up with an ...
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China stalls, Rolex rolls and a special offer for you!

China is beating down some of its tech firms that seem to have become too big for their convenience. It may seem outrageous but this madness has a method to ...
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An IPO bigger than Zomato.. Is it better too?

Zomato has delivered delicious returns, and that too, two days earlier than expected. Another unicorn, Paytm, seems to be getting into the grove to play the ...
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Expensive stocks, Zomato IPO and Gambling!

Today’s newsletter references to performance highlights of three of our core model portfolios. It’s fascinating to see that the strategy that ...
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Right now, just ride the trend.. Phir karenge hisaab, ae saaqii..

Each market cycle is different, they say. But when you see IPOs getting bumper subscriptions, new investors rushing to buy stocks and stock prices rising ...
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Meta skills, Economic conundrums and Space travels

Straight from the kitchen of Capitalmind, we have a fantastic spread of articles that cover macroeconomics, investing philosophy, a hot business deal, and an ...
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