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83 ArticlesKrishna Appala

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CM Fixed Income Portfolio: Increasing Duration

As interest rates rise steeply due to higher inflation, tightening liquidity, and international bond movements, REITs and InvITs funds have been adversely ...
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The Yes Bank Unlock: Prepare for a deluge

As the 3-year lock-in period for Yes Bank shares nears its end, it's worth examining the progress made by the bank since its restructuring. Have they achieved ...
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Experimental: Radio City Preferential Bonus Share Opportunity

MBL runs Radio City FM and is owned by the Jagran Prakashan group. It operates 39 stations in major cities and smaller towns in India and has an 18% market ...
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Which is the best InvIT in India?

Looks like InvITs have hit a bit of a rough patch recently. But hey, every cloud has a silver lining, right? Could this dip in price be a buying opportunity? ...
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Which is the best REIT in India?

REITs, a relatively new asset class to Indian investors had seen a huge interest in the last 3Y. Despite the huge popularity, REITs' performance is below par. ...
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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 ...
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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 ...
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Escorts: What’s buzzing?

Escorts is now third largest tractor manufacturer in India with a market share of 13%. Things are moving in right direction for the company as per the initial ...
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Five fundamentally strong companies near 52-week lows

The 52-week low strategy is so inbuilt in investors who always tries to find bargains in the market. And yes, once in a while we do find some decent companies ...
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Buy high, sell higher: Nine fundamentally strong stocks near all time highs

We all like stocks that are going up. Particularly, if they are backed by fundamentals. There will be many instances where the fundamentals follow the price. ...
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