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CM Focused & CM Passive make new lifetime highs in April 2021

April 2021 was an interesting month where benchmark indices were flat while some stocks did well. The CM Focused portfolio hit a new lifetime high in April. ...
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PowerGrid InvIT: Should you invest?

The largest InvIT IPO is here. It will become India’s 2nd publicly listed power transmission InvIT. While the current yield looks promising, the devil is in ...
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Premium: The High-Priced Portfolio Update for 2021

What if you just bought the highest priced stocks? We ran this concept as a portfolio since 2017, and the results have been quite interest. Lower drawdowns ...
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Jubilant Ingrevia : Aligning Verticals, Consolidating Growth

Creating value through demergers is a double edge sword. Few succeed & many fail. It gives the option to investors to choose which businesses to invest in. ...
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Electric Vehicles in India: An evolving investment theme

Did you know Electric Vehicle Sales worldwide make up under 3% of total Auto Sales currently but this number is expected to be 25-30% over the next few years? ...
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Chase strategy update | Moving from Futures to Options for the active component

No one likes Drawdowns. As trite as it may sound, there is no way to create alpha without enduring a bit of pain. But how much pain do we have to endure, ...
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RBIs Big Bond Buying Program and Why we aren’t changing the Fixed Income Portfolio

To calm down the yield curve, RBI will buy government securities from the secondary market. This quarter alone, they will buy Rs. 100,000 cr. worth of bonds. ...
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Elantas Beck: India’s leading wire enamel manufacturer on cusp of a CAPEX cycle

Wire enamels perform a very critical function in wires, they provide electrical insulation and reduce the chances of short circuits. The leading Indian ...
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GAIL: Four factors in favour of India’s largest gas distributor

Since we wrote about GAIL's prospects in Aug 2020, its shares are up 80%. Why 2021 could turn out to be a strong financial year for GAIL (India) and if there ...
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Barbeque Nation IPO: Should you invest?

The IPO frenzy seems to be waning. The last two companies that listed on the bourses have seen poor listing despite receiving strong demand. Amid this, a ...
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