Portfolio Update: Momentum Slows to 34% CAGR But On Road To Recovery, Changes in Long Term Portfolio Too
Looking at the Outliers pages, we have made changes to the momentum portfolios: • On Friday we exited Hero Motocorp as it fell below 3,000 – we ...
Related Posts
Taking Stock: A Deeper Look at Aarti Industries
Over the last decade, the Indian chemical industry has distinguished itself as a global leader in terms of growth and creating shareholder value. The chemical ...
Why we are buying: Capitalmind Focused Factsheet June 2022
After the recent market correction, we believe the time has come to move from being cautious to being (a little) greedy. We've exited some fundamentally weak ...
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 ...