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Vinati Organics: Right way forward

The speciality chemicals space has grown by leaps and bounds since 2015. Many companies in this sector have been multi-baggers and delivered spectacular ...
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Seven stocks that look more attractive after a correction

Markets have fallen. What are you buying? Nifty is down -13% from its peak in Oct 2021 and some stocks have fallen anywhere between -25% to -50%. In this post, ...
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Adding three new stocks to the Focused portfolio

The time is right to increase our allocation to equities and reduce our cash levels. While the Nifty 50 is down -by 12%, some stocks have fallen by 25% to -50% ...
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The best Value and Contra Funds in 2022

Since the rationalisation of fund schemes and categories in 2017 by SEBI, AMCs can offer one of Value or Contra Funds. There are 22 such funds today, 15 of ...
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Why we are buying: Capitalmind Focused Factsheet June 2022

After the recent market correction, we believe the time has come to move from being cautious to being (a little) greedy. We've exited some fundamentally weak ...
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The best Largecap Funds in 2022

Largecap funds as a category have struggled to consistently beat a simple index buy and hold strategy, with some exceptions. Our top picks for the best ...
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The best Midcap and Smallcap Funds in 2022

That midcaps and small caps perform better than large caps when times are good and, on the flipside, struggle more in challenging market conditions is well ...
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Following a Drunken Man: When Macros Overwhelm Markets

Here's where we explore the macro, which looks very good in India despite all these rate hikes. And how things will get worse before they get better. Why you ...
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The best Flexicap Equity Mutual Funds in 2022

Multicap, Focused, and Flexicap Funds have reasonable discretion when investing in their AUM. So we went off script and considered them together to arrive at ...
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Radico Khaitan – Spirited to Shine?

Radico Khaitan makes and sells alcoholic beverages in India. Formerly known as Rampur Distillery, the company used to be a spirits supplier and bottler for ...
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