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Month: September 2020

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How Badly Has Indian Consumption Fallen? A Few Charts Show The Picture

You’re going to find this ugly. It’s now about 6 months since the first lockdown, and in that “semi” anniversary we see what the Covid ...
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CAMS IPO: Should you invest?

Computer Age Management Services Limited (CAMS) has filed DRHP with the SEBI for its upcoming IPO. We take a look to see if one should ...
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Why are Bharti Airtel shares underperforming?

India’s oldest telecom operator – Bharti Airtel Ltd.’s share price has struggling. We there are five reasons why the Airtel share price has been ...
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Unfolding the GMM-Pfaudler deal

On 20th of August 2020, GMM Pfaudler in its press release said that it will acquire 54% stake in its parent Pfaudler International from the PE firm Deutsche ...
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Podcast #32: Getting started with health insurance

In this episode, Deepak and Shray invite Ruchir, co-founder of OneAssure, to walk us through how to get started with health ...
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What An Upcoming Spectrum Auction Could Look Like

The spectrum held by the private operators – Reliance Jio Infocomm Ltd., Bharti Airtel Ltd., and Vodafone Idea Ltd. – was coming up for renewal only from ...
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Wealth Letter Sep 2020: Making sense of the Market Madness

This post is an edited excerpt of the September 2020 letter to our Capitalmind Wealth PMS clients ...
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Axis Global Equity Alpha Fund of Fund: Should you invest?

Axis Mutual Fund has launched an NFO (New Fund Offering) for a Fund of Funds investing globally. The NFO is open from 4th to 18th September 2020. We took a ...
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Don’t Buy Smallcaps Because of SEBI Multicap Fund Regulations

SEBI has a new circular which mandates that all multi-cap funds will have to change their allocation to: minimum 25% in large cap stocks min 25% in mid-cap ...
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Do Basmati Stocks Offer Value

The Basamti business is a commodity business, however listed companies in this space have decent ROE's. The results of the latest quarter have been good for ...
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