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Month: August 2020

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A Deeper Look at the Indian Plastic Pipe Industry

The Indian plastic pipe industry is estimated to be Rs 29,000- 30,000 Cr, 60-65% of the market is with the organized players. In this post we look at why the ...
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The Curious Case Of AGR Dues

Nearly 10 months since the final decision has been announced on the 15-year old legal battle between India’s mobile operators and the Government of India, ...
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Is Inflation Going To Break the Debt and Gilt Fund Breakaway Run?

Debt funds have had a wonderful run last year, especially Gilt funds. The best gilt fund did over 14% in the last year. Is that going to change? The ...
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The one reason why you should probably not subscribe to Capitalmind

What we learnt from a survey of Capitalmind Premium subscribers. The improvements (some of them radical) that we are working on to be rolled out over the next ...
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GAIL: Green shoots or one too many overhangs

India’s largest gas distributor – GAIL (India) Ltd. – has been consistent in it's underperformance in the oil & gas space for the last three years. In ...
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The back-test is not the trade | Taking a strategy live

A map is not the territory it represents, but, if correct, it has a similar structure to the territory, which accounts for its usefulness. — Alfred ...
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AgroTech Foods: A play on rising at-home consumption

In the most recent Q1 con-call by ATFL, the MD, Sachin Gopal was quoted giving this instance stating that the categories ATFL is prioritizing are niche ...
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The Capitalmind Wealth Momentum Performance, and How It Weathered the Covid Crisis

Capitalmind Momentum Portfolio has delivered 28% for the year ending July 2020 with lower volatility than the broader market. Here's how the rule-based exit ...
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BPCL: To Buy Or Not To Buy?

India’s second-largest oil marketing company – Bharat Petroleum Corporation Ltd.’s share prices have been on a roller coaster ride over news of its ...
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Nippon India Multi Asset Fund: Should you invest?

Nippon India has launched an NFO (New Fund Offering) for a Multi Asset Mutual Fund. The NFO is open from 7th to 21st August 2020. We took a look to see if it ...
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