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Economy
The Emerging Market Currency Rout Deepens. What Happens to the Rupee? (And Steel)
The rupee has just gone again to that evil level of 69. It seems to be almost itching to break out. Which, in comparison with the damage on other BRICS ...
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Taking Stock: A Deeper Look at Snowman Logistics
At Capitalmind, we often write posts on specific companies that we think are interesting and might make a good investment. In this post, we discuss a company ...
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Premium: A Set of Stocks That Are Likely To Benefit From A Growing Rural Economy
Monsoon has been the contributing factor for rural economy. This year has been a big boost for rural households. Starting from MSP hike to loan waivers, ...
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Portfolio: Replacing 7 Stocks and Adding One More in Momentum Monthly Rejig
Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio and reshuffle the portfolio accordingly. This is the ...
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Premium (Unlocked): Analyzing the Returns of the Momentum Portfolio at Capitalmind
We have some interesting insights from two strategies that focused purely on Price Momentum in the last year or so. With 25%+ returns, here’s a look at ...
Foundations
Earnings Growth led Rally or a Valuation led Rally?
In September of 2013, the BJP selected Narendra Modi to become the Prime ministerial Candidate for the forthcoming elections. This was no surprise given that ...
Charts & Analysis
Charts: July Repeats April, Gets a 6% Return on the Nifty
With the Nifty staying firmly above 11,000 for the first time since January, the month of July returned 6%. This is the best month after April, and takes 2018 ...
Foundations
Guest Post: Tough times don’t last, High ROC companies do
This is a guest post by Anoop Vijaykumar. Anoop is a SEBI Registered Investment Adviser and writes about equity investing at thecalminvestor.com. Follow him ...
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Premium: Buybacks are back! DB Corp Shows Some Potential
There's some movement in the buybacks. But it seems that the trade is getting seriously crowded. Too many people are jumping in! So, this time we avoided ...
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Fortis Hospitals has an upcoming Open Offer – Worth a Chance?
Is there a play here for a savvy Investor? Since IHH is infusing additional funds and also taking over management control, there is a compulsory open offer ...