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EMS Ltd: Seizing Opportunities in India’s Water Infrastructure Boom
EMS Ltd, with its roots in water supply and wastewater projects, is riding the wave of India's growing focus on water and sanitation. As the government ramps ...
Recent Posts
Stocks
Techno Electric: Bridging Power and Data Centers
Techno Electric and Engineering Company (TEECL) isn't just looking to shape India's growing power landscape—it's now expanding into data center solutions. ...
Commentary
How hot are smallcaps, really?
In this post, we try to answer one key question for the 'cautiously optimistic' investor: Yes, small-cap stocks are frothy, but by how much? We analyzed the ...
Stocks
Exicom Tele-Systems: Early mover in the EV charging space.
Exicom Tele Systems, a recent debutant on the Indian bourses, is a two-decade-old company offering energy solutions for telecommunication sites and EV charging ...
Premium Portfolio
Patience is the strategy: Focused portfolio mid-year review
It's been a bit of a rollercoaster, especially these last few months, but that's part of the equity investing. It's like having a compass and a map in the vast ...
Stocks
Arman Financials: Serving India UnInc.
If our economy sneezes, people at the fag end of the economic pyramid catch a cold, and so does the MFI industry that serves them. Even within these adverse ...
Mutual Funds
A New Addition to the CM Equity Mutual Fund Portfolio & Performance Update
Started in August 2022, Capitalmind Equity Mutual Fund Portfolio picks a set of mutual funds that have quantitatively demonstrated strong performance across ...
Stocks
Piccadily Agro: An Indian Single Malt Distiller Making Waves
Piccadilly Agro Industries, the brainchild behind India's award-winning single malt, Indri, is strategically expanding its operations and product line to meet ...
Stocks
RateGain: A Play on Travel Industry Operations
RateGain is one of the leading distribution technology companies globally and is the largest Software as a Service (SaaS) provider in the hospitality and ...
Stocks
Varun Beverages: Bottled Excellence
With ongoing capacity expansion and strategic moves into new territories, Varun Beverages is positioning itself to capture increased market share and enter new ...
Stocks
Why we like Kaynes Technology
The ESDM sector is taking off, growing at over 30% CAGR. Kaynes is riding this wave with high-margin products and with debt-free balance sheet. They are ...
