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CM Fixed Income: Exiting Banking & PSU to Add a New Gilt Fund

We are increasing the duration of our Fixed Income portfolio to reflect the current macro conditions. We want to take advantage of the current higher rates to ...

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Recent Posts

Stocks

Poonawalla Fincorp: One right step at a time

There are some winning patterns in investing that keep repeating. One such pattern is when a big company buys a struggling company, fixes old problems, and ...
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General

CM Focused: Reducing our allocation to smallcaps & increasing cash

In the last few days, we have seen increased volatility in the mid and small-cap sectors due to regulatory actions, including restrictions on inflows into mid ...
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General

Zudio: The Story Behind Trent’s Meteoric Rise

Trent, part of the Tata Group, is transforming Indian retail with unique store concepts, trendy products, and focusing on customer satisfaction. This article ...
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Stocks

Data Patterns: Driving Defence Innovation from Concept to Deployment

Data Patterns, a supplier for Tejas, BrahMos missile, etc., is one of the few vertically integrated defense private players in India. The industry is supported ...
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Premium Portfolio

Capitalmind Chase Entry and Exit Rules

Ceasing the 'Chase' strategy on March 31, 2024, because its hourly monitoring and new trading hours complexity conflict with our aim for straightforward ...
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Stocks

SAMHI Hotels: Playing the cards right in a growing market with financial leverage

This post is unlocked with the 14-day free trial. Find the link below👇 to start your free trial. With hotel demand expected to increase in the next few ...
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Deepak's Memos

Missing the night, now that everything is bright

After what seems to be a remarkable run, Deepak speaks about how you're going to need both the ups and the downs for markets to really work. Inspired by the ...
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Premium Portfolio

Increasing allocations in three stocks of the Focused portfolio

We are deploying our existing cash into select portfolio companies that have delivered a strong performance, reinforcing our confidence to increase allocations ...
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General

[Podcast] RBI hits NBFCs hard with two new regulations

The RBI, often the silent architect of our financial landscape, has made strategic manoeuvres that reshape the terrain for banks, non-banking financial ...
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Mutual Funds

The best ELSS Mutual Fund To Save Tax in 2024

If you want to zero in on which ELSS fund to invest in for 2024, your search should end here. Find out the best ELSS Fund to invest in to save tax through 80C ...
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