Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial

687 ArticlesCommentary

1 / 69

The Dichotomy of Markets

In 1958, US Industrial Production had fallen 10% in a year. The stock market was up 30%. John Templeton wrote "The influences on stock prices are so numerous ...
Montly-Letter.jpg

Wealth Letter April 2020: Locking Down and Getting Free

Firstly, let me say I hope you are all safe and that none of you ...
Style-42.jpg

Survey: How the lockdown is affecting households in India

Under half of urban India (44%) are seeing no impact on their incomes because of the Coronavirus-induced lockdown. However only a third (33%) foresee no ...
Survey.jpg

Wealth Letter Mar 2020: The Coming of a Kinda-Sorta Perfect Storm

The early part of March brings us the return of serious volatility, mainly from three ...
PMS-March-Letter.jpg

RBI Limits Withdrawals From Yes Bank. Have They Forced Shotgun Mergers Before?

It came as a shock, on the evening of March 5, 2020, that Yes Bank was placed under RBI’s moratorium. This means: Depositors (of any sort) can’t ...
protect.jpg

Wealth Letter Feb 2020: Budgets, RBI and a World Virus Scare

There’s a big fear of the Novel Coronavirus impacting everything around the world. The virus ...
Feb2020-Wealth-Letter.jpg

What should you look for in an REIT?

This is a guest post by Ruchik Chauhan. He is an analyst and a content specialist on topics like investing, ESG, equity research, and finance. He holds a B.S. ...
Style-12.jpg

Guest Post: Should you pay for your sins?

This is a guest post by Faiz Memon, a happy wearer of many hats. Faiz is a student, an entrepreneur, an investor and an advisor for over two decades. Personal ...
ESG.jpg

ICICIDirect’s ETF Intelligent Portfolio – A Product For Passive Investors

ICICIDirect has introduced a new product. It’s called the ETF Intelligent Portfolio (EIP). We took an in-depth look to see if you should consider it. ...
New-Style-7.jpg

Portfolio: Addition to the MultiCap Portfolio 

The chemical industry is enjoying tailwinds due to customers increasing sourcing their supplies from India. The major player in the chemical space is China, ...
premium@2x-min.png