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Month: March 2019

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Beware of the Tracking Error

The first index to represent Indian stocks was the Bombay Stock Exchange’s SENSEX created in 1986, the first Index fund was launched by IDBI – IDBI ...
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Abeyaar: Amortization in Debt Funds

A recent change in SEBI rules will hit the debt fund market soon. The rule says just one thing: That funds will have reduce amortization on bonds to only those ...
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Fundas : Understanding Economic and Market Value Added (EVA & MVA)

While looking at earnings growth, one refers to growth in bottomline or net profits. These are also known as accounting profits. While there is no doubt that ...
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Book Review: The Myth of Capitalism: Monopolies and the Death of Competition

One of the many things that isn’t in short supply is the number of book titles that are published year on year. Every major blog and author has a list of ...
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Portfolio: Taking One Exit and Adding 8 More Stocks to DivYield Portfolio

Dividend Yield portfolio is designed for investors who want consistent cashflows for their investments over a period of longer term. Dividend was one of the ...
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Podcast: The Stubborn Cost of Capital in India (Episode 3)

  The startup crowd, from Flipkart to Swiggy to Paytm, are all owned by funds from China, Japan or the US. And now, other large companies too are seeing ...
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Walk the Talk: Conference Call Insights from the Auto Manufacturers – Q3FY19

As part of our  Walk the Talk series started last quarter, we look at the quarterly results and conference calls of companies in the selected industry and ...
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Odisha Cement Says a Broker Stole 344 cr. Mutual Fund Units. Or Is There More To This Story?

An article published on March 5th, 2019 on our website capitalmind.in cast aspersions on Mr. Jayesh Nagindas Doshi by incorrectly reporting that his other ...

Portfolio: Changes to the Capitalmind Momentum Portfolio – March 2019

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 ...
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