Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial

Month: September 2021

2 / 3

Telecom relief package ensures survival but not revival

To save the dire situation of one of the telecom operators, the Government of India announced a slew of reforms today. In a press conference, Ashwini Vaishnaw, ...
telecom-relief-package-analysis.jpg

This financial instrument earns 36% per year!

So, what’s the spread this week? ☕️ 4 Original research articles from Capitalmind. A special article featuring responses from our slack community. A ...
b4-scaled.jpg

Nykaa – Mastering the art of beauty & business: Should you invest?

Anyone who has shopped online for cosmetics in India is familiar with Nykaa. In a short span of time, it has managed to become the default destination for ...
Neon-Green-60x36-Landscape-Voters-Education-Banner6-scaled.jpg

How credit cards sucker you with hidden Interest charges

Credit cards are good, they might tell you. But there's something about them that you might not know, especially if you're a first time card holder. Let's see ...
cc-scaled.jpg

Chase surges in August after a dreary July

After an extremely choppy July where Chase lost -4.55% vs. NIFTY which was almost flat at 0.30%, the month of August ended with Chase at 7.45 % and the index ...
chase-bannder.jpg

The IPO rush: Lessons from the past

What's common between the years 2007, 2010, 2017 and 2021? All of them Bull Market years. And far from coincidentally, all of them saw a spate of IPOs as ...
img12-scaled.jpg

First hand lessons for Investors and Traders from the Capitalmind Premium Community

"What the market teaches you is humility. That you can take nothing for granted, and that value is a figment of your imagination. Investing decisions, ...
Desktop-18-scaled.jpg

Adding exposure to REITs and INVITs in the Fixed Income Portfolio

The Fixed Income portfolio has returned over 10% p.a. in the last five years, but been a little boring in the last year. It has only focussed on safety. This ...
Fresh-Look-at-Fixed-Income-scaled.jpg

AU Bank shrinks, Momentum sinks and China stinks

So, what’s the spread this week? ☕️ 3 research articles and 1 podcast from Capitalmind. 5 finance articles covering personal finance, macroeconomics, ...
b4-scaled.jpg

Momentum takes a pounding in a frenetic August

Aug 2021 Monthly Update for the Capitalmind Momentum Portfolio A bad month for the Capitalmind Momentum portfolio, down -3% compared to +8.6% for the NIFTY ...
Momentum_FeaturedImage.jpg