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

686 ArticlesCommentary

2 / 69

Markets fall by 2%. Time to worry?

It was all going so well. What with the on-again off-again Trade Talks between US and China, and Trumps tweets, markets had become used to climbing on flimsy ...

Jan 06, 2020

furnace-5.jpg

The Indian Markets In Charts: 2019 Edition

The calendar Year 2019 has been a tumultous one. The year started from a lot of skepticism from the NBFC crisis. And then, Rising Bond Yields, Lok Sabha ...

Dec 30, 2019

2019-charts.jpg

Karvy: What Went Wrong and What To Do Next

We’ve recently had a podcast about this (Click here to read) But there’s more to it, and here’s a deeper take on it. The recent Karvy Stock ...

Nov 28, 2019

Karvy-Mess-1.jpg

All This In One Day: Hiking PMS Minimums, Selling BPCL, Letting Voda-Idea Breathe…

So many incredible things happened yesterday that it’s taken me a lot of effort just to get things together to write this piece. Here’s the ...

Nov 21, 2019

So-many-stories.jpg

Happy Diwali 2019! Predictions and the Scorecard from Last Time

It’s Diwali time again! Wish you and yours a wonderful Diwali 2019, and hope the year brings prosperity and wealth! It’s also time for the annual ...

Oct 30, 2019

happy-diwali-2019.jpg

Good Things Happen, Because Bad Things Are Allowed To: Karachi Stock Exchange Version

Markets are going to be volatile, because that’s by design. If you curtail volatility, forcibly, it doesn’t end well. Oh, and people have tried. In ...

Oct 14, 2019

Good-things-happen.jpg

Capitalmind Wealth October 2019 Memo: What Were They Thinking?

(Edited excerpts from October 2019 memo sent to the PMS clients of Capitalmind Wealth) In 1949, Egaz Moniz won the Nobel prize for inventing the lobotomy. This ...

Oct 07, 2019

Copy-of-The-Opportunity-in-Intangibles.jpg

#Linkfest – India’s Yen Denominated Bonds Conundrum, India is no Currency Manipulator, Coffee Day Promoter Death, Yes Bank QIP, and more.

At Capitalmind Premium, we have a very active Slack channel where we discuss a lot of interesting topics. In there,  a number of interesting links come our ...

Aug 02, 2019

Slack-URLs.jpg

#Linkfest – World Bank Withdraws Amaravati Funding, IL&FS Forensic Audit Revelations, FMCG Companies Lose Steam, US FDA Dings Strides Pharma, and More

At Capitalmind Premium, we have a very active Slack channel where we discuss a lot of interesting topics. In there,  a number of interesting links come our ...

Jul 25, 2019

Slack-URLs.jpg

#Linkfest – Deutsche Bank Pink Slips, Desperate Chinese Manufacturers, FedEx Sues US Govt, MTNL/BSNL To Get New Lease of Life, Indigo Tussle, and More

At Capitalmind Premium, we have a very active Slack channel where we discuss a lot of interesting topics. In there,  a number of interesting links come our ...

Jul 18, 2019

Slack-URLs.jpg

Sign up for Newsletters

Get a roundup of our exclusive insights on markets and investing delivered to your inbox at your preferred frequency.

Join Capitalmind Premium

Starts at ₹1,499/mo

Get access to our equity, fixed income, macro and personal finance research, model equity and fixed-income portfolios, exclusive apps, tutorials, and member community.