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 ...
The time is right to increase our allocation to equities and reduce our cash levels. While the Nifty 50 is down -by 12%, some stocks have fallen by 25% to -50% ...
After the recent market correction, we believe the time has come to move from being cautious to being (a little) greedy. We've exited some fundamentally weak ...
FY22 was a good year for the CM Focused portfolio, up 36.7%, while the Nifty 50 advanced by 19%. In this post, we'll break down the CM Focused Portfolio's ...
The Capitalmind Focused portfolio is designed to generate wealth over the long term by investing in market leaders across sectors. It looks for companies with ...
We launched Capitalmind Premium in 2014. Our aim, to build India’s best research platform for active investors. For those new to Capitalmind, Premium ...
Capitalmind Premium subscribers get access to four equity and one fixed-income (debt) model portfolios. How to allocate to Capitalmind Portfolios? This ...
This week we add one more factor based portfolio in our offering, unravel more about the sinking ship that is Vodafone-idea, take a deeper look into the ...
Q1 FY22 results season is coming to an end. It has been a strong quarter both from earnings as well as market returns perspective. Here's a short review of how ...
