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FDs suck. What next? Exploring alternatives to Fixed Deposits

Historically, this is the worst time to invest in Fixed Deposits. The yields are crazy & do not beat inflation. At the same time we shouldn’t compromise on ...
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Experimentals: That Tata Steel Trade Once Again

We have yet another experimental, after a very successful IDFC trade. This one's more short term and needs some capital (5 lakh+) to execute, for a relatively ...
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AR Nuggets: Will the Petrol be Khatam?

​​​​​​​​​​​​​​​​​​​​​Maruti is India's leading car manufacturer with a domestic market share of 51%. India's PV ...
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Premium: Why Liquid Funds Will Suck For Fixed Income Portfolios

We’ve just changed the fixed income portfolio. Because the RBI, in its infinite wisdom, has thrown in the towel on interest rates. We have a video about ...
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Macronomics: Why Those Interest Rates Aren’t Going Up

We present to you a list of charts that show how the economy is doing right now. From bank credit to housing loans to how inflation is looking. What it ...
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A Look at the PLI Scheme and Sectors Impacted

The government announced Production Linked Incentive (PLI) scheme this month, this was in addition to the same scheme announced earlier this year. PLI scheme ...
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LT Multicap Monthly Fact Sheet: Nov 2020

The Multicap portfolio returned 15.4% in November, a reasonable alpha over the 11.4% by the Nifty. Here's a summary of the portfolio's November performance and ...
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Premium: Why the TCS Buyback Last Time Saw Full Acceptance

We spoke of the TCS Buyback in a recent post: Deep inside the TCS Buyback is a tax efficient dividend. There’s an experimental in progress where ...
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Varroc Engineering: Not Quite Rocking

The listing of Varroc Engineering managed to benefit only the Tata Group. The IPO investors have lost more than three-fifths of their investments. Even the ...
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CM Multicap Portfolio: 12 out of 15 stocks deliver strong earnings growth in Q2 – The Report Card

A round up of Q2 Earnings reports of Capitalmind LongTerm Multicap Portfolio ...
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