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Stocks

A Chemical Company delivers stellar returns: Is there steam left?

The nifty mid and small cap index have doubled since its lows in March. Some companies in this space have done exceedingly well and have beaten the indices by ...
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Charts & Analysis

Food Prices Crash in Dec 2020, Slapping Inflation On The Face

There's a massive correction in inflation - down to  4.59% in December 2020, the lowest since September 2019 (15 months). This is sudden, and probably lower ...
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General

Books we Like: On Investing, Trading & More

Isaac Newton famously said  “If I have seen further it is by standing on the shoulders of Giants”, so is true for the ideas, portfolios and strategies at ...
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CM Strategy

Experimentals: A Great Beginning to 2021 with TCS, Majesco and Wipro

We've had some very interesting experimentals in 2020, and we have a great start in 2021 in closing three experimentals with a reasonable profit, in the first ...
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CM Strategy

How Capitalmind Portfolios did in 2020

Capitalmind subscribers get access to five core portfolios (three equity, one debt, and one index+Futures strategy). Each one is designed for distinct ...
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Opinion

Shrinking FD Rates, Expensive Loans and Where to Invest Instead

In this episode, Shray and Deepak discuss the evaporating returns from safe investments such as FDs, what it means for lending, and how should you invest in ...
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Stocks

The Indian Tractor Industry: In a Sweet Spot?

Agriculture in India contributes to 16% of GDP and 50% of the workforce is employed in agricultural activities, hence the sector carries a lot of importance. ...
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CM Strategy

LT Multicap Monthly Fact Sheet: Dec 2020

The Monthly Multicap Portfolio Factsheet will focus on Summarising the performance over the last month and since inception Quick thoughts on overall state ...
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CM Strategy

CM Passive Strategy Monthly Fact Sheet: Dec 2020

CM LT Large cap portfolio changed its name to CM Passive Strategy. LT Large cap portfolio was launched in Sep 2018. A significant change happened when we moved ...
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CM Strategy

Chase Monthly Fact Sheet: Dec 2020

December 2020 Monthly Update for the Capitalmind Chase Strategy Returns Update December turned out to be a blockbuster month for Chase. We saw an upwards of ...
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