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How to think about Asset Allocation in India – Part 1

Getting usual Asset allocation advice is like listening to in-flight safety demonstrations. The airline crew has to give it, and you don't even have to pretend ...
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AMA with CM: On ITC, Asset Allocation, Smallcaps, Index Funds, Debt, Macros and more

We did our second AMA on 27th May. Here's a summary of the session. On Fixed Income Given what’s been happening with interest rates, does the opportunity ...
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Does Gold make sense in a Momentum Strategy

We recently wrote about the importance of timing the market. How, a simple rule-based strategy that exits the market whenever a daily moving average threshold ...
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AMA with CM: On Stock Picking, Gold, Crude Oil, Asset Allocation, Position-Sizing and more

We did an impromptu CM team AMA (Ask Me Anything) this week. Technically AUA because almost the entire Premium team ( Chetan, Shreesh, Anoop, Vashistha, and of ...
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Time the market. Sleep Better.

If you had been investing a fixed amount every month into the NIFTY, diligently over the last five years, as of May 2020, your annualised return would have ...
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Bond Baba #5: Sovereign Gold Bond Scheme [Video]

This is the final part of our video series on bonds, where we explain the bond market and its nuances in an ELI5 format. Bond Baba #1: An introduction to ...
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Let Us Cut Gold Imports This Way: Don’t Waste A Slowdown (Part 2)

This continues the “Don’t waste a slowdown” post where we started to say this: Look, we’re slowing down and it’s going to take ...
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Podcast: The Investor Wants to Know (Episode-7)

  Host Deepak Shenoy (CEO) and Aditya Jaiswal (Analyst) discuss investor queries in a new show- The Investor Wants to Know. Topics discussed include ...
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The Negatives of the Reliance My Gold Plan

There’s a new investment idea in town. The Reliance My Gold Plan allows you to buy gold through “Daily averaging”, by taking a (minimum of) Rs. 1,000 ...

And They Continue To Smuggle Gold.

If you’re a Capital Mind regular, you’ll probably find this repeated the 100th time, when I’ve said if you ban gold imports, they’ll smuggle it in. ...