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Month: January 2021

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Nippon India Asset Allocator FoF NFO: Should you invest?

Nippon India Mutual Fund has launched an NFO (New Fund Offering) for Asset Allocator FoF, a new Fund of Funds that will invest in a combination of equity, ...
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Indigo Paints IPO: Should You Invest?

India’s fifth-largest paint company – Indigo Paints Ltd. – is looking to list on the Indian bourses as it opens its initial public offering on January ...
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IRFC IPO – Should you invest?

In the last 3 years, four companies had listed from the Indian Railways universe. While IRCON, RITES & RVNL had a decent listing, IRCTC went on to become the ...
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Deepak Shenoy on The Seen and The Unseen Podcast

Amit Varma, the host of The Seen and the Unseen Podcast, interviews me over a near-four-hour episode on Markets, Life, Fourier Transforms, Investing and So ...
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A Chemical Company delivers stellar returns: Is there steam left?

The nifty mid and small cap index have doubled since its lows in March. Some companies in this space have done exceedingly well and have beaten the indices by ...
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Food Prices Crash in Dec 2020, Slapping Inflation On The Face

There's a massive correction in inflation - down to  4.59% in December 2020, the lowest since September 2019 (15 months). This is sudden, and probably lower ...
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Books we Like: On Investing, Trading & More

Isaac Newton famously said  “If I have seen further it is by standing on the shoulders of Giants”, so is true for the ideas, portfolios and strategies at ...
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Experimentals: A Great Beginning to 2021 with TCS, Majesco and Wipro

We've had some very interesting experimentals in 2020, and we have a great start in 2021 in closing three experimentals with a reasonable profit, in the first ...
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How Capitalmind Portfolios did in 2020

Capitalmind subscribers get access to five core portfolios (three equity, one debt, and one index+Futures strategy). Each one is designed for distinct ...
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Shrinking FD Rates, Expensive Loans and Where to Invest Instead

In this episode, Shray and Deepak discuss the evaporating returns from safe investments such as FDs, what it means for lending, and how should you invest in ...
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