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Month: October 2018

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Charts: Inflation Below 4% Even Though Fuel Prices Hit The Roof

CPI Inflation for Sep 2018 came in at a meagre 3.77% basically because food prices didn’t go up much. This is a refreshing release because of one thing: ...

Book Review: Investing Against the Tide: Lessons From a Life Running Money

Mention the word Fidelity and the only fund manager whose name you maybe able to recall would be Peter Lynch. But Fidelity is a fund house that is much larger ...

Annual Report Review : TV Today Network Limited

As part of our new initiative of reviewing annual reports, in this post we review the annual report of TV Today Network. The company is engaged in broadcasting ...

Fundas : Securitization -The Growth Vehicle For NBFCs

Securitization enables a bank or a financial institution to convert an illiquid asset, like a mortgage, into a liquid security (tradeable). In this post, we ...

The Markets: Are We Going To Hell In A Hand Basket?

Portfolios have bled. For those relatively new to investing – and everyone is, really, at some level – this will seem like a nightmare. Stocks ...

Taking Stock: A Deeper Look at Bata India

At Capitalmind, we often write posts on specific companies that we think are interesting and might make a good investment. In this post, we discuss a company ...

Charts: The Worst Month for the Nifty Junior in 10 years

Thanks to the turmoil in stocks, we’ve seen a massacre on the Nifty Next 50 (called the Nifty Junior) which fell 12% in the month. The index itself is ...

Portfolio: Replacing 6 Stocks and Removing 10 In Momentum Monthly Rejig

Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio and reshuffle the portfolio accordingly. This is the ...

Premium: Adding APL Apollo to the Long Term Multicap Portfolio

The recent correction in the markets has given us an opportunity to look at stocks which we earlier liked but went short of adding it in our portfolios because ...