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CM Strategy

A rollicking end to the Financial Year but markets send mixed signals

In February 2021, almost all stocks were strong, and momentum went along for the ride. That changed in March. The breadth of stocks showing positive momentum ...
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CM Strategy

LT Multicap is now revamped. A new approach, A new identity: The Focused Portfolio

Over the last couple of months, we at Capitalmind introspected about the Long Term Portfolio. One, how can we improve the Long Term Multicap portfolio returns? ...
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Commentary

How the Leverage at Archegos Capital Brought Banks to their Knees

What happened at Archegos Capital that caused Nomura and Credit Suisse to warn about impending losses? The story of the unwinding of a hedge fund that had ...
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General, Stocks

The house view on IRCTC

In our "House view" series, we publish summaries of discussions on Capitalmind slack forum. Think of them as short crowd-sourced primers about the business, ...
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Stocks

GAIL: Four factors in favour of India’s largest gas distributor

Since we wrote about GAIL's prospects in Aug 2020, its shares are up 80%. Why 2021 could turn out to be a strong financial year for GAIL (India) and if there ...
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Commentary

Introducing Capitalmind Saturday Coffee!

A crisp update on all that's happened this week - Saturday Coffee with Capitalmind. ...
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Economy

Ok, Tell them your NPAs, says the Court. Will all hell break loose now?

How does the Supreme Court Order suddenly introduce Rs. 130,000 cr. more bad loans into the system? What's with the interest-on-interest waiver? And why is the ...
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Stocks

Barbeque Nation IPO: Should you invest?

The IPO frenzy seems to be waning. The last two companies that listed on the bourses have seen poor listing despite receiving strong demand. Amid this, a ...
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Stocks

Just Dial : How India’s first search engine is making a strong comeback

There is a rare breed of e-commerce & tech players who hate to burn cash. They do not bother about next round of funding or pitching the VCs. They give utmost ...
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Mutual Funds

ICICI Prudential NIFTY Low Vol 30 ETF FoF: Should you invest?

ICICI Prudential Mutual Fund has launched an NFO (New Fund Offering) for a passive equity fund of fund based on their existing NIFTY Low Vol 30 ETF. The NFO ...
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