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Month: June 2021

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Dodla Dairy IPO: Will it nourish investors?

The Dairy industry has been in an uncanny situation since last few years. The listed players are quoting at exorbitant valuations without any growth. Amidst ...
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Wealth Letter May 2021: Clutching at Straws in the Second Wave

The Covid has changed a lot of things. You can actually see how much it has changed by a few graphs that I’ll now proceed to show. But let’s look at it as ...
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Sona Comstar: Largest Auto-components’ IPO is Blackstone’s payday

Sona BLW Precision Forgings Ltd.’s ₹ 5,550 crore will be the largest ever auto-component maker’s IPO in India. This will be the second-largest IPO of ...
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Capitalmind Saturday Coffee – Karan-Arjun and Ma.

At Capitalmind we write about the rise in day trading, an upcoming IPO candidate, the latest FT saga, and an update on the momentum portfolio. On slack, we ...
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Shyam Metalics and Energy IPO: Making the most of the commodities boom

After a brief lull, IPOs are back. This time it’s an integrated metal producing company – Shyam Metalics and Energy Ltd. which is looking to raise ₹ 909 ...
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EP38: Money, after you die

How do you plan for a smooth transfer of your wealth after you die? And how do you help someone whose loved one has passed on? In this episode, Shray and ...
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Decoding the hefty 512 Cr SEBI fine on Franklin Templeton

SEBI has finally dinged Franklin Templeton a huge fine for what they did last year in shuttering funds. In the end of April 2020, the funds had to borrow money ...
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The May when everything seemed possible: CM Focused and CM Passive Performance Roundup

May 2021 was a stellar month for the markets & CM portfolios. The index was up 6.5% & Focused portfolio was up by 12.1%. The disconnect between the economy & ...
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Trend our friend, is back in May

May 2021 monthly update for the Capitalmind Chase Portfolio May was an interesting month in the sense, though the futures component ended flat, the index ...
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What sell in May and go away?

In April, we observed the start of a shift from mega-caps to mid-caps in terms of momentum. Some large-caps got back their mojo but overall mid and small-caps ...
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