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RBIs Big Bond Buying Program and Why we aren't changing the Fixed Income Portfolio
To calm down the yield curve, RBI will buy government securities from the secondary market. This quarter alone, they will buy Rs. 100,000 cr. worth of bonds. ...
Recent Posts
Stocks
Lodha Developers IPO: Should you invest?
Lodha & being 3rd time lucky The company deferred its plans twice citing weak demand and market conditions. Incidentally both the attempts timed the market ...
CM Strategy
Whacked by whipsaws in Chase | Putting March'21 in context
After an almost perpetually trending 2020 the month of March'21 hit us like a hail storm. Making us wonder if its even worth our time trading trend following ...
Charts & Analysis
Grounded In 2021: Airlines need more run-way
It is a double whammy for Indian airlines. Not only crude prices have seen a sharp jump, but also air traffic has started to fall. Are the airlines being able ...
Stocks
Elantas Beck: India's leading wire enamel manufacturer on cusp of a CAPEX cycle
Wire enamels perform a very critical function in wires, they provide electrical insulation and reduce the chances of short circuits. The leading Indian ...
Commentary
Capitalmind Saturday Coffee | 3rd April 2021 edition
The 3rd April 2021 Saturday Coffee with Capitalmind Edition ...
CM Strategy
A rollicking end to the Financial Year but markets send mixed signals
In February 2021, almost all stocks were strong, and momentum went along for the ride. That changed in March. The breadth of stocks showing positive momentum ...
CM Strategy
LT Multicap is now revamped. A new approach, A new identity: The Focused Portfolio
Over the last couple of months, we at Capitalmind introspected about the Long Term Portfolio. One, how can we improve the Long Term Multicap portfolio returns? ...
Commentary
How the Leverage at Archegos Capital Brought Banks to their Knees
What happened at Archegos Capital that caused Nomura and Credit Suisse to warn about impending losses? The story of the unwinding of a hedge fund that had ...
General
The house view on IRCTC
In our "House view" series, we publish summaries of discussions on Capitalmind slack forum. Think of them as short crowd-sourced primers about the business, ...
Stocks
GAIL: Four factors in favour of India's largest gas distributor
Since we wrote about GAIL's prospects in Aug 2020, its shares are up 80%. Why 2021 could turn out to be a strong financial year for GAIL (India) and if there ...
