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Month: June 2020

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Podcast #28: Why credit rating agencies are irrelevant and deserve a downgrade

  “There’s an internal class system they have developed. Whether it is between companies or across countries. The developed countries get a ...
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Mirae Asset Arbitrage Fund: Should you invest?

Arbitrage funds are relatively tax-efficient instruments to park money because they are taxed as equity funds. However, they are not entirely risk-free ...
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SBI delivers reasonably in Q4, but pandemic impact remains to be seen

State Bank of India (SBI) for the quarter ended March 2020 reported  2.93% YoY income growth and nearly 5x YoY Net profit growth, to Rs. 3,581 cr. Lower ...
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The Indian Tile and Bathware Industry: Which companies are better placed – Part 1

The ₹27,000 Crore Indian tile industry is fragmented, 55% of it is with small regional players and the remaining 45% with large organized players. Somany and ...
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The Capitalmind Masterclass on Debt Funds is Now Available For Purchase

Capitalmind had a Masterclass on Debt Funds recently, and we now have the recording available for customers to view (or purchase, if you missed it). They told ...
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Solara Active Pharma Sciences – From David to Goliath

This is a guest post by Saket Mehrotra. Number cruncher, avid reader, coffee connoisseur, book store hopper & Metallica fan. An active follower of Sensex ...
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Vedanta Delisting – Is there an opportunity?

Vedanta Limited recently announced it has received intent from its promoter to delist the company. Put simply, the majority owner of the company has made an ...
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AMA with CM: On ITC, Asset Allocation, Smallcaps, Index Funds, Debt, Macros and more

We did our second AMA on 27th May. Here’s a summary of the session. On Fixed Income Given what’s been happening with interest rates, does the ...
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What is this Trend following thing anyway?

My kids are huge fans of Formula 1. The races have them glued to a TV screen for the full two hours or so that it takes to finish a circuit at blazingly high ...
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