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Commentary

Budget 2023: The Changes that Matter, from Insurance to Taxes and MLDs

What's changed in Budget 2023? A lot, it turns out, if you're among the rich. Insurance is now taxed, MLDs even more so. Travel abroad is now more painful. But ...
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General

Podcast: Where to invest in 2023?

 Forecasting is a very difficult business, like selecting lottery tickets. No one could have predicted 2022 as a year in which there was ...
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Stocks

Does Joel Greenblatt’s Magic Formula work in India?

Does Joel Greenblatt's "magic formula" strategy live up to its name in Indian markets? We look at how the formula has worked in the past, selecting companies ...
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Premium Portfolio

Capitalmind Chase: How it performed in 2022

A review of Capitalmind's NIFTY long-short trend-following strategy and how it did in 2022: In a difficult year for the broader market and a flattish year for ...
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General

[28-Jan]: Adani stocks crack, Amber breaks out & More

🔆 Saturday Coffee Newsletter Quote: Wisdom in a few words Market Overview: Top stocks & asset classes Off the charts: NSE500 marketcap-wise summary ...
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General

[21-Jan]: Things that change the world, Market Overview & Good Reads

🔆 Saturday Coffee Newsletter Quote: Wisdom in a few words Market Overview: Top stocks & asset classes Deepak’s Memo: What to expect in 2023? Good ...
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General

[14-Jan] Newsletter: Investing in HoldCos, Market Overview & 5 Good reads

🔆 Saturday Coffee Newsletter Quote: Wisdom in a few words Market Overview: Top stocks & asset classes Of the Chart: Sensex 30 PE ratio Good Reads: 5 ...
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General

[07-Jan] Newsletter: Factor Performance, Better days of battery maker & More

🔆 Quick glance Quote: Wisdom in a few words Market Overview: Top stocks & asset classes Of the Chart: Factor performance Good Reads: 5 good reads from ...
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Deepak's Memos

What to expect from the markets in 2023

Forecasting is a very difficult business, like selecting lottery tickets. 2022 saw geopolitical war, worldwide inflation, a massive hike in interest rates ...
Stocks

Experimental: Radio City Preferential Bonus Share Opportunity

MBL runs Radio City FM and is owned by the Jagran Prakashan group. It operates 39 stations in major cities and smaller towns in India and has an 18% market ...
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