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Month: October 2020

3 / 3

An Opportunity in the Boring Old IDFC

When stocks keep going up 5% a day, it’s very boring to think of a stock that might give you like more than 20% in 6 months. Which is why we’ll ...

Oct 08, 2020

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Taking Stock: How a 73 Year Old Chemical Company Works

Atul is one of India's leading chemical company. It has a product portfolio of 900 products and 400 formulations. Atul's products are used across 30 industries ...

Oct 06, 2020

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Hurt By Refining, Saved By Marketing: This Quarter For OMCs

India’s largest three oil-marketing companies – Indian Oil Corporation Ltd., Bharat Petroleum Corporation Ltd., and Hindustan Petroleum Corporation Ltd. ...

Oct 06, 2020

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No interest on interest: What is it going to cost the government?

We’ll take the hit, says the government, on the “interest on interest” waiver. After providing a moratorium on payments of loans, it soon ...

Oct 05, 2020

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LT Multicap Monthly Fact Sheet: Sep 2020

The Monthly Multicap Portfolio Factsheet will focus on Summarising the performance over the last month and since inception Quick thoughts on overall state ...

Oct 02, 2020

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Chase Monthly Fact Sheet: Sep 2020

September 2020 Monthly Update for the Capitalmind Chase ...

Oct 02, 2020

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Momentum Monthly Fact Sheet: Sep 2020

Starting this month, we plan to publish monthly fact sheets of the three key equity-related Capitalmind strategies; Long Term Multicap, Momentum, and Chase. ...

Oct 02, 2020

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Reliance Industries Bites Its Own Bullet

India’s most valued company – Reliance Industries Ltd. – has managed to attract investors to buy a stake in its telecom, retail and tower assets, but ...

Oct 01, 2020

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