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Stocks
Implications of NIIT Learning Systems’ Demerger
NIIT Limited recently demerged its most profitable B2B segment, NIIT Learning Systems. The management is following the same playbook that they used with ...
Premium Portfolio
Capitalmind Chase Mid-Year Update: Braving Whipsaws and Staying the Course
Capitalmind Chase is a Nifty Futures trend-following strategy that aims to generate alpha over the market in the long run. There are two components of Chase ...
General
[Newsletter] Quantitative Growth, 5 Good Reads and Weekly Quiz!
Brent has shot up in the past one month by 12% and surpassed the $85 mark. Nifty 50 and Gold slided slightly this week and they are up by 1% over the past ...
CM Strategy
Growth Investing In India: A Quantitative Approach
In this article, we outline a strategy blueprint for growth investing in India, and explore how we leverage quantitative tools to guide our decision-making in ...
General
[Newsletter] High ROCE means higher returns?, 5 Good Reads, and Market Overview
Brent Crude has risen by 13% in the past month and is now trading around $84. Nifty 50, Gold and Silver cooled off a bit this week while USDINR gained a ...
Stocks
The nitty-gritties of the ITC Hotels Demerger
Why are they demerging ITC Hotels from the tobacco giant, ITC? And why is it all this complex? The long-waited step towards separating the business units into ...
General
[Newsletter] Letter from Fund Manager, 5 Good Reads and Market Overview
Nifty 50 inches up and reaches yet another high point. While the street expected to see 20k print on the Index but it wasn't to be. Silver has delivered a ...
General
[Podcast] Stock market returns are lumpy. Get used to it
Our latest podcast episode is here, and it’s all about exploring the different ways investors make money in ...
Deepak's Memos
Wealth Letter July 2023: It’s raining new highs
In the Netherlands, there are two lotteries. One is the regular lottery – you get a number, and if they draw that number, you make riches. But ...
General
[15-Jul] Market Overview, 5 Good Reads and Sensex 30 PE ratio
🔆 Saturday Coffee Newsletter Market Overview: Top Indices & Asset Classes Sensex 30 PE: Markets at high but not costly! Good Reads: 5 good reads on ...