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The Indian Tractor Industry: In a Sweet Spot?

Agriculture in India contributes to 16% of GDP and 50% of the workforce is employed in agricultural activities, hence the sector carries a lot of importance. ...
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LT Multicap Monthly Fact Sheet: Dec 2020

The Monthly Multicap Portfolio Factsheet will focus on Summarising the performance over the last month and since inception Quick thoughts on overall state ...
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CM Passive Strategy Monthly Fact Sheet: Dec 2020

CM LT Large cap portfolio changed its name to CM Passive Strategy. LT Large cap portfolio was launched in Sep 2018. A significant change happened when we moved ...
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What 2021 Holds For The Telecom Sector

2020 was a turnaround year for Indian telecom companies. But will the growth story continue or will the sector languish under high debt and legal cases. Read ...
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The Nifty Downside Protection Plan: 1.8% Alpha in 2020, And The 2021 Strategy

There's a way to invest so that you can get most of the upside of the Nifty, but not that much of the downside. Capitalmind has provided such a strategy for ...
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FDs suck. What next? Exploring alternatives to Fixed Deposits

Historically, this is the worst time to invest in Fixed Deposits. The yields are crazy & do not beat inflation. At the same time we shouldn’t compromise on ...
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Experimentals: That Tata Steel Trade Once Again

We have yet another experimental, after a very successful IDFC trade. This one's more short term and needs some capital (5 lakh+) to execute, for a relatively ...
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AR Nuggets: Will the Petrol be Khatam?

​​​​​​​​​​​​​​​​​​​​​Maruti is India's leading car manufacturer with a domestic market share of 51%. India's PV ...
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Premium: Why Liquid Funds Will Suck For Fixed Income Portfolios

We’ve just changed the fixed income portfolio. Because the RBI, in its infinite wisdom, has thrown in the towel on interest rates. We have a video about ...
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Macronomics: Why Those Interest Rates Aren’t Going Up

We present to you a list of charts that show how the economy is doing right now. From bank credit to housing loans to how inflation is looking. What it ...
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