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97 ArticlesKrishna Appala

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[Video] Focused Portfolio Q4 Review: Overcoming Headwinds and Picking Up Pace

Markets are near all time high, and the Q4FY23 results season for our Focused portfolio has now concluded. Every quarter, we release a detailed factsheet about ...
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The Yield Frontier: Profiting from G-Sec & Sensex Yield Dynamics

Who doesn't want to time the market? Everyone looks out for the perfect time to shift from debt to equities and vice versa. In this post, we delve into the ...
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CM Focused Portfolio: Increasing Mid & Smallcap allocation

Following the market correction, we started tracking interesting names in the mid and small-cap space. As part of our latest portfolio rebalance, some of these ...
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Best Fixed Income Instruments for 2023

In this post, we explore some of the best fixed-income investment options available in India in 2023. We've categorized these options based on their risk ...
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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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