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A Look at the PLI Scheme and Sectors Impacted

The government announced Production Linked Incentive (PLI) scheme this month, this was in addition to the same scheme announced earlier this year. PLI scheme ...

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Recent Posts

Charts & Analysis

November Chalks Up 11.4% as Nifty Heads To A Fifth Consecutive Profitable Year

What a way to close in towards the end of 2020, which has been a horrible year is so many aspects, but to present a Diwali month with 11.4% gains. It's the ...
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CM Strategy

Chase Monthly Fact Sheet: Nov 2020

November saw an upwards of thousand point move in the index, and we managed to capture close to 800 points of it, making it one of the most profitable months ...
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Stocks

Burger King IPO: Should you invest?

Burger King opens for subscription on 2nd December,2020. In this post we look at the the IPO and the food services business in India. Burger King has been a ...
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Stocks

Telecom Tariff Hike: Imminent, But When?

Investors of the Indian telecom market have been expecting a tariff hike for the last six months. It has been almost a year since our mobile bills have ...
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Charts & Analysis

Premium: Why the TCS Buyback Last Time Saw Full Acceptance

We spoke of the TCS Buyback in a recent post: Deep inside the TCS Buyback is a tax efficient dividend. There's an experimental in progress where we've ...
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Deepak's Memos

Wealth Letter Nov 2020: TINA. Where else can you go?

[This post is an edited excerpt of the September 2020 letter to our Capitalmind Wealth clients] The alternative to stocks is...stocks.  There is no ...
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Stocks

Varroc Engineering: Not Quite Rocking

The listing of Varroc Engineering managed to benefit only the Tata Group. The IPO investors have lost more than three-fifths of their investments. Even the ...
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Mutual Funds

DSP Value Fund NFO: Should you invest?

DSP Mutual Fund has launched an NFO (New Fund Offering) for an active equity fund called the DSP Value Fund. The NFO is open from 20th Nov to 4th Dec 2020. We ...
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Stocks

An "Experimental" Exit: IDFC Does What We Expected It To Do After an RBI Suggestion

A committee of the RBI has suggested that a bunch of changes be done to the Bank Licensing norms, which are very interesting in how they impact current banks ...
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Stocks

A Special Situation Opportunity Only For Those That Don't Pay Tax

In Capitalmind Premium, we run a bunch of "experimentals". These are ideas that may not apply to everyone equally, or may have a very short term focus, or have ...
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