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Month: September 2022

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Podcast: UPI is most valuable when free

RBI released a discussion paper that said: We’ve let you good people live all this time with “free” payment systems, so should we allow banks to start ...
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[24 Sep 22] Newsletter: Power Grid Cracks, 5 Good Reads & What’s happening at BYJUs

🔆 Quick glance Market Overview: Sensex 30 PE trend, Macro markers & Market Movers Links we like: 5 good reads on markets & money YouTube: Is BYJUs an ...
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Escorts: What’s buzzing?

Escorts is now third largest tractor manufacturer in India with a market share of 13%. Things are moving in right direction for the company as per the initial ...
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[17 Sep 22] Newsletter: IT Stocks Plunge, 5 Good Reads & Our Weekly Show!

Market Overview: Sensex 30 PE trend, Macro markers & Market Movers Links we like: 5 good reads on markets & money Capitalmind Show: Kya Lagta Hai Bazaar on ...
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Why UPI should be free

Should we allow banks to charge us for UPI transactions? The answer: No, they're paid anyhow. Banks are designed to give us payment system for free because ...
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[10 Sep 22] Newsletter: Market overview, Weekly Youtube show & 5 Good reads!

🔆 Quick glance - Market Overview: Sensex 30 PE trend, Macro markers & Market Movers - Links we like: 5 good reads on markets & money - Capitalmind ...
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Podcast: Why SEBI should implement India’s EDGAR and more

Recently, as of 7th September 2022, total Demat accounts in India touched the 10 crore mark. This is a staggering increase from 40 crore Demat accounts in Mach ...
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How Happy is your Money?

There are two kinds of money: Happy Money and Unhappy Money. What kind is yours? That's the abstract question author Ken Honda starts his book Happy Money ...
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Dealing with Adani-envy and the September effect

The Capitalmind Momentum Portfolio factsheet for August 2022. At ₹4.3L Crores, Adani Transmission is India's 10th most valuable company. It trades at 37x ...
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Wealth Letter Aug 2022: Change, sometimes, is invisible

  It’s been a good month in July 2022, with the markets returning about 8% at the Nifty. Our active portfolio returns have been rough in the 1 year time ...
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