- Wealth PMS (50L+)
These are crazy times in the stock markets – there’s the drama unfolding around Adani group companies, there’s even more drama in bond markets [here] and uncharacteristically, Deepak Shenoy has more to say on what not to buy [here and here] then what to buy.
While we discuss all of these on our slack community, there’s more that we want to share in this newsletter. Read On.
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Markets this week 🚦
Metal stocks snapped and turned ~6% negative. Telecom and Agriculture based sectors stayed afloat in a market that went “the yo-yo way” during the week. Finally, the CNX 500 closed 1.2% down as compared to last week.
Capitalmind Wealth Letter May 2021 🍀
With great discount comes great dilution! 🎭
Recently, JSW Ispat went through a bankruptcy resolution and took a massive equity dilution.
Stock Markets love this cocktail! 🍸
Shaky Economy, Singing Markets, and Shiny IPOs – a cocktail that’s served very often in the world of stock markets. A lot of times, it leaves retail investors shaken as well as stirred.
Will this time be different? Are these companies worth buying into or holding on to when they list? Soumeet Sarkar decodes this for us.
A 360° analysis of Mahanagar Gas ⭐️
The city gas distribution industry is the best business in the entire oil and gas space. And there are reasons for it: limited regulation, low penetration, business model aligned with government policies, and higher competitive fuel prices.
But does that mean an investor should lap up all the city gas distribution stocks?
[Premium Read] Mahanagar Gas: Stands out among City Gas Distributors ➕
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