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The UTI AMC IPO: Should you invest?

The Indian Mutual Fund industry is highly competitive. There are 43 Asset Management Companies (AMC), the top 10 players hold 83% of the Industry AUM. UTI AMC ...
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The Happiest Minds IPO: Should you invest?

Happiest Mind Technologies, a IT service company based out of Bangalore is expected to hit the markets this September.  The company is positioned as "Born ...
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Bharti Airtel: Phoenix Rising From The Ashes

This Premium article has now been unlocked for free access The Indian telecom sector is entering a phase of tariff discipline which along with paradigm shift ...
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How to think about Asset Allocation in India – Part 2

Part 1 of this two-part Asset Allocation post used a simple equal-allocation strategy over four available assets to make the case for asset allocation ...
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Trading the Reliance Rights Issue Like an Option

The Reliance Rights issue Opened today, we’ve written earlier about it here We did a super interesting #experimental trade on the Rights Issue which ...
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Actionable: Opportunity courtesy Vodafone Idea [Premium Unlocked]

Update, 11 July 2020: We exit this trade with Vodafone Idea paying Franklin in full, and the trade nets a return of 5% in ...
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Ask Me Anything With Deepak Shenoy

We did an ‘Ask Me Anything’ session for Capitalmind’s premium subscribers with Deepak Shenoy (CEO). Deepak answered a range of questions ...
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Premium (Unlocked) – Annual report review : Balkrishna Industries (BKT)

As part of a new initiative we will review annual reports of companies. Annual reports of some companies are voluminous and lot of the material can be skimmed ...
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Premium (Unlocked): Analyzing the Returns of the Momentum Portfolio at Capitalmind

We have some interesting insights from two strategies that focused purely on Price Momentum in the last year or so. With 25%+ returns, here's a look at how ...
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Premium (Unlocked): Fundas: Cash Flow – The Truth About Profit

The importance of Profits getting converted to Cash What happens when accounting profits are higher or lower than cash profits? How does it impact the company? ...
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