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Stocks
Reliance Capital And Its Credit Woes
Anil Ambani has been lately in all the wrong news. From the Rafale controversy to his Ericsson settlement, this hasn’t been a good news year for the ...
Premium
Premium: The High Priced Stock Portfolio Review & Rebalance
In 2017, we introduced a strategy of building a portfolio of stocks that was based purely on their absolute price without any reference to any other metric. ...
General
#Linkfest: SEBI Shows Mutual Funds Who’s Boss, China’s Affair with Bond(s), Iran’s Threats, Fraud Investment Advisers, IMF Roots for a Cashless Economy
At Capitalmind Premium, we have a very active Slack channel where we discuss a lot of interesting topics. In there, a number of interesting links come our way. ...
Premium
Macronomics: High Capacity Utilization = A New Capex Cycle?
In Macronomics today, we will check something that came from the RBI recently – a Capacity Utilization Survey. This indicates how much of available ...
Premium
Portfolio: Adding A Bank To Multi Cap Portfolio
Public Sector Banks have been a strict no-no for investors since NPAs started to balloon up big time. Now things are changing with PSU banks (at least some) ...
General
#Linkfest – Edelweiss’s Newfangled ‘Power SIP’, Kapol Bank Depositor Woes, SME IPO Listing Scams, Adani Wilmar-Patanjali Tussle
At Capitalmind Premium, we have a very active Slack channel where we discuss a lot of interesting topics. In there, a number of interesting links come our way. ...
Charts & Analysis
Charts: Core Inflation Moves Down Again, Interest Rates Remain High In Comparison
As inflation data comes in, the only thing to ask is: is it going up. There are two elements to inflation – the stuff that includes food and fuel (the ...
Mutual Funds
The FMP Saga: What’s with Fixed Maturity Plans (FMP) Losing Money?
(Warning: Long post.) News floods the investment landscape about something strange in the land of debt funds. It turns out that: a) Kotak Mutual Fund has an ...
Stocks
Outlier in Focus : A Quick View of Berger Paints
We come across a large number of interesting stocks in Capitalmind SNAP Outliers, our discovery tool for stocks with momentum. See a video of how Outliers ...
General
#Linkfest- Australia’s Fight With Social Media, Dangerous Perpetual Bonds, Double-take for Ericsson
At Capitalmind Premium, we have a very active Slack channel where we discuss a lot of interesting topics. In there, a number of interesting links come our way. ...