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4 ArticlesAnoop Vijaykumar

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Does buying expensive quality stocks work?

It’s the 1960s. New investors join the markets in droves. The number of shareholders crosses a landmark number for the first time in history.  Most of these ...
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Making Sense of Sector Valuation Multiples

A chart first to set context. Range of enterprise value (EV/EBIT) multiples prevailing by sector in India.  It shows two things: Investor ...
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The smelting of Indian stocks

Markets have been getting smashed over the last 12-18 months, dramatic corporate tax reform notwithstanding. But because our benchmark index views are ...
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Bond Baba gets a desk

If you have been a frequent visitor to Capitalmind, you already know we like bonds. Low volatility relative to stocks, a variety of term structures to  match ...
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