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CM Fixed Income: Exiting Banking & PSU to Add a New Gilt Fund

We are increasing the duration of our Fixed Income portfolio to reflect the current macro conditions. We want to take advantage of the current higher rates to ...
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Craftsman Automation: Poised for Growth Amid Temporary Headwinds

Unlock this post by trail. Craftsman Automation excels in making precise parts for cars and machines. Amidst temporary headwinds, looks resilient with a focus ...
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The Focused Way of Investing: Our Four-Quadrant Strategy and FY24 Review

FY24 brought us a 42% gain in our Capitalmind Focused portfolio, gently outperforming the Nifty's 29%. It's been a bit of a rollercoaster, especially these ...
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A Small CAD for India, Yet Again

Yet again, India’s Current Account Deficit is a mere 10 bn in the quarter (Dec 2023), less than levels more than a decade back, and less than 2017-18 ...
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