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SBI Cards: Does it have an edge in India's digital payment ecosystem?

What's with the second largest card issuer in India? SBI Cards listed in 2020. But then Covid hit, and hit hard. You can't travel so you won't hit the card ...

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Recent Posts

CM Strategy

Testing times for trend-followers in April 2021

The glory days of 2020, that of unceasing trends, seem like a distant past now.  We are in the second month, ever since trends on the index almost ceased ...
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General

Capitalmind Saturday Coffee | 8th May 2021 edition

A crisp update on all that’s happened at Capitalmind this week – Saturday Coffee with Capitalmind. ☕️​ Markets this week 🚦 The ...
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CM Strategy

The Reliance Partially Paid Share Brings Another Opportunity

We have a rare opportunity for an arbitrage return of a decent size.  This is the Reliance Partially Paid Share, and the opportunity is an experimental (read: ...
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CM Strategy

CM Focused & CM Passive make new lifetime highs in April 2021

April 2021 was an interesting month where benchmark indices were flat while some stocks did well. The CM Focused portfolio hit a new lifetime high in April. ...
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Charts & Analysis

OMG: The Retail Investor is the Biggest Player in the Stock Market

If you thought the foreign investors were the ones driving the market, you'd be wrong. Mutual funds? Wrong again. Banks? Insurers? Wrong. It's the individual ...
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Stocks

Adani Group Companies Explained: Adani Transmission

The value of Adani Group stocks has jumped 5x in the last one year. When the entire country was struggling to hold ground, the income of Adani Group companies ...
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Personal Finance

Brief guide to ESOP taxation in India

Understanding ESOP taxation in India The term ESOPs needs no introduction, (well if you are reading this article we presume either you are holding ESOPs or ...
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Stocks

Zomato IPO: Should You Place An Order To Buy Shares?

The process for one of the most awaited IPO for every Info Edge shareholder has finally begun. Zomato Ltd. has filed its DRHP with SEBI for ₹ 8,250 crore ...
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CM Strategy

A strong start to the financial year as large caps make way and new leaders emerge

A flat to mildly negative month for index heavyweights but a lot of activity in specific segments especially metals, chemicals, and a few others. 2 of 5 stocks ...
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General

Capitalmind Saturday Coffee | 1st May 2021 edition

A crisp update on all that’s happened at Capitalmind this week – Saturday Coffee with Capitalmind. ☕️​ Markets this week 🚦 The CNX 500 closed a ...
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