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CM Fixed Income Portfolio: Reducing Gilt Mutual Funds to add a Floater

Gilt funds suffer as yields move upwards on the back of higher expected inflation, rising crude prices and international bond movements. What we will do in the ...
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Experimental: The TCS Buyback Opportunity

We have another experimental trade for the TCS Buyback. Experimentals are trades we do once-in-a-while, where an opportunity arises for the short term. The ...
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Capitalmind Focused in 2021: A year of transformation

The Capitalmind Focused portfolio is designed to generate wealth over the long term by investing in market leaders across sectors. It looks for companies with ...
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3% Alpha on a No Downside Strategy for 2021 and the 2022 Gameplan

Over the past four years, we've been tracking and talking about this strategy called No-downside. In this post, we will bring together all that we've said, and ...
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Are Revenue and Earnings growth finally back?

We looked at the Revenue and Profit growth of over 1,700 public companies in India over the last 12 quarters to understand: how the pandemic hit their top ...
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MedPlus IPO: Should you invest?

Six companies have raised money from the primary markets so far in December, while four more are opening this week – MedPlus, Data Patterns, Supriya ...
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Macrotech Developers: Shaky start to towering rally

Making a winning stock bet in 2021 has been easier than most years. But it's not every day that a company manages to triple in market value after a muted ...
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Star Health IPO – All you need to know

The IPO euphoria may be down but not out yet. Star Health Insurance, India's largest private health insurer, is coming up with an IPO to raise ₹ 7,249 Cr. It ...
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Macronomics: Are FIIs really selling? Oh, and India’s a net exporter now

Are Foreign Investors really selling? Is the Indian Rupee getting stronger? And India turns net exporter! Here's a look at the Indian macro ...
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The Good, Bad and Ugly in September 2021 Results

September 2021 ended quarterly earnings were not as bad as expected. There were margin pressures, but the same was abated by strong revenue growth. Topline ...
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