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LIC has a golden goose that gives a big profit every quarter

It’s a behemoth, this LIC. It’s bigger than all Indian mutual funds put together in assets, bigger than India's largest bank's deposits. And what it seems ...
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Calm the fears of market highs with Capitalmind No Downside Strategy 2023

If you are at market highs, your biggest fear is the fall. If you want to protect yourself from a sharp drawdown for the next 1 year, you can use the ...
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How India transports goods is changing

With initiatives like Dedicated Freight Corridor for rail freight, Sagarmala for coastal, Bharatmala for road, the way India moves freight is changing, and ...
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The Jio moment for Indian Cement sector

"I am recollecting my old days at Ambuja where we are of the very fast movers in the industry. Looking at consolidation way back in the late 90s and early ...
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Macronomics: Should you lock in long term yields now?

The RBI has raised rates by 0.5%, which seems quite expected, but it is quite positive in the way things have been put by the RBI. This is quite an interesting ...
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A bet on India’s consumption story: Capitalmind Focused Rebalance

India's consumption story makes some stocks attractive - and we're adding some in the Capitalmind Focused portfolio. We're deploying our cash now, and changing ...
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CAMS: Everywhere, All Over The Place

CAMS, the ubiquitous bedrock for many mutual fund houses, is on a path to find future growth avenues in what it does best: being a back office for financial ...
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Escorts: What’s buzzing?

Escorts is now third largest tractor manufacturer in India with a market share of 13%. Things are moving in right direction for the company as per the initial ...
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Introducing the Capitalmind Equity Mutual Fund Portfolio

Why are WE, folks who discuss active DIY direct stock portfolios and manage client funds in active portfolios in our PMS, talking up mutual funds? This is like ...
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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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