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General
[Newsletter]: Quick glance of Indian market & more
Yet another bad week for IT stocks as the index dropped 5.4% this week and 18% over the year. PSU bank stocks were up 2.1% for the week and are having a ...
Premium Portfolio
CM Focused Portfolio: Increasing Mid & Smallcap allocation
Following the market correction, we started tracking interesting names in the mid and small-cap space. As part of our latest portfolio rebalance, some of these ...
General
Newsletter: What’s common between Nokia, AMC, Palantir & BBBY?
The Realty sector had a great week as it rose 5.3%. The auto sector is also showing green shoots especially since passenger vehicle sales are finally catching ...
Deepak's Memos
Wealth Letter April 2023: The fresh air in all this despair
The Capitalmind Wealth PMS performance as of March 2023 is here: We realise that returns are lousy in the last one year. The Nifty’s been flat and our ...
Fixed Income
Best Fixed Income Instruments for 2023
In this post, we explore some of the best fixed-income investment options available in India in 2023. We've categorized these options based on their risk ...
General
Nasdaq aces 2023, Market Overview and 5 Good Reads
This week, although had only 3 trading days, was fantastic for the markets as Nifty 50 gained 3%. Gold and Silver are making new highs as well. RBI paused the ...
General
Debt funds will be taxed more, Market Overview, Our best reads & More
🔆 Saturday Coffee Newsletter Market Overview: Top stocks & asset classes Taxation: Your debt funds will be taxed more Good Reads: 5 good reads on ...
General
[Podcast] How does short selling work?
Short selling is mostly misunderstood and often demonized. Quite understandable, it's difficult to put your head around a concept that involves selling ...
Commentary
Debt Mutual Funds will be taxed unfavourably after April 2023
The finance ministry has just delivered an inswinging yorker to the debt mutual fund industry. For long term investments made starting April, one major tax ...
International Investing