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Commentary
Happy Diwali 2022! That time when we try to predict things again
A Happy and Prosperous Diwali 2022 to all of you from us at Capitalmind! Wish you all, your friends, families, colleagues and loved ones a prosperous year ...
General
[21 Oct 22] Newsletter: 30% OFF Diwali deal, TCI is Outlier, 5 Good Reads & More
Quick glance 🔆 What's up with markets: Crisp overview of markets & macros 🔆 What we are reading: 5 good reads from across the globe 🔆 What's that ...
Stocks
The Jio moment for Indian Cement sector
"I am recollecting my old days at Ambuja where we are of the very fast movers in the industry. Looking at consolidation way back in the late 90s and early ...
General
[15 Oct 22] Newsletter: Outlier in focus, Market Overview, 5 Good Reads & More
🔆 What's up with markets: Crisp overview of markets & macros 🔆 What we are reading: 5 good reads from across the globe 🔆 What's that outlier: A ...
Fixed Income
Macronomics: Should you lock in long term yields now?
The RBI has raised rates by 0.5%, which seems quite expected, but it is quite positive in the way things have been put by the RBI. This is quite an interesting ...
CM Strategy
A bet on India’s consumption story: Capitalmind Focused Rebalance
India's consumption story makes some stocks attractive - and we're adding some in the Capitalmind Focused portfolio. We're deploying our cash now, and changing ...
Stocks
CAMS: Everywhere, All Over The Place
CAMS, the ubiquitous bedrock for many mutual fund houses, is on a path to find future growth avenues in what it does best: being a back office for financial ...
Deepak's Memos
Wealth Letter Sep 2022: India at the end-game of the world’s greatest macro-experiment
The rough end of the markets in September means we’re doing -3% for the month on the Nifty (Capitalmind active portfolios have done marginally better, ...
General
[08 Oct 22] Newsletter: Market Overview, Story from Capitalmind Community, 5 Good Reads & More
. 🔆 Market Overview: Sensex 30 PE trend, Macro markers & Market Movers 🔆 What we are reading: 5 good reads on markets & money 🔆 What's on ...
Commentary
How the best investors deal with being wrong
The Art of Execution: How the world's best investors get it wrong and still make millions by Lee Freeman-Shor is one of the few investing books that focuses on ...
