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Commentary
The futility of analyst recommendations
We analysed over 2,000 analyst recommendations (upgrades and downgrades) made by institutional equity analysts over the last ten years for the 50 Nifty stocks. ...
General
[29 Oct 22] Newsletter: 30% OFF Diwali deal, Venus Pipes is Outlier, 5 Good Reads & More
🔆 Quick glance What's up with markets: Crisp overview of markets & macros What we are reading: 5 good reads from across the globe What's that outlier: ...
General
Winners of Capitalmind Premium League 2022 and announcing 2023 edition
Taking a cue from sports fantasy leagues in 2021, we started Capitalmind Premium League (CPL) - a virtual stock picking contest for Capitalmind Premium ...
Commentary
Happy Diwali 2022! That time when we try to predict things again
A Happy and Prosperous Diwali 2022 to all of you from us at Capitalmind! Wish you all, your friends, families, colleagues and loved ones a prosperous year ...
General
[21 Oct 22] Newsletter: 30% OFF Diwali deal, TCI is Outlier, 5 Good Reads & More
Quick glance 🔆 What's up with markets: Crisp overview of markets & macros 🔆 What we are reading: 5 good reads from across the globe 🔆 What's that ...
Stocks
The Jio moment for Indian Cement sector
"I am recollecting my old days at Ambuja where we are of the very fast movers in the industry. Looking at consolidation way back in the late 90s and early ...
General
[15 Oct 22] Newsletter: Outlier in focus, Market Overview, 5 Good Reads & More
🔆 What's up with markets: Crisp overview of markets & macros 🔆 What we are reading: 5 good reads from across the globe 🔆 What's that outlier: A ...
Fixed Income
Macronomics: Should you lock in long term yields now?
The RBI has raised rates by 0.5%, which seems quite expected, but it is quite positive in the way things have been put by the RBI. This is quite an interesting ...
Premium Portfolio
A bet on India’s consumption story: Capitalmind Focused Rebalance
India's consumption story makes some stocks attractive - and we're adding some in the Capitalmind Focused portfolio. We're deploying our cash now, and changing ...
Stocks
CAMS: Everywhere, All Over The Place
CAMS, the ubiquitous bedrock for many mutual fund houses, is on a path to find future growth avenues in what it does best: being a back office for financial ...
