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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 ...

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Recent Posts

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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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Stocks

APAR Industries: The Pickaxes and Tools Fueling Power Sector Growth

APAR Industries, a six-decade old powerhouse and a leading manufacturer of conductors, specialty oils, and cables. As a key player in the booming power sector, ...
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Stocks

Voltamp & CG Power: Riding the Power Demand Surge in India

Things are getting interesting in the power utility sector. Managements are sounding bullish. Companies are setting up new capex. Orders are pouring in. But ...
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Commentary

Looking for the best smallcase to invest in 2024? Make sure you look at these five things first.

There are hundreds of smallcases to choose from. Each month brings a new list of smallcases showing great short-term returns. But that's not how you should ...
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Stocks

Shivalik Bimetals: Bending metals through the electrification wave.

While India is fast moving towards electrification, Shivalik bimetals sit right at the heart of these trends. Smart meters, switchgears and automobile sector ...
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Stocks

Should you buy Kotak Bank now?

Kotak Bank is caught up in market pessimism due to a recent RBI ban on onboarding new online customers and issuing new credit cards. This raises pressing ...
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