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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 ...
Deepak's Memos
Wealth Letter Sep 2022: India at the end-game of the world’s greatest macro-experiment
The rough end of the markets in September means we’re doing -3% for the month on the Nifty (Capitalmind active portfolios have done marginally better, ...
General
[08 Oct 22] Newsletter: Market Overview, Story from Capitalmind Community, 5 Good Reads & More
. 🔆 Market Overview: Sensex 30 PE trend, Macro markers & Market Movers 🔆 What we are reading: 5 good reads on markets & money 🔆 What's on ...
Commentary
How the best investors deal with being wrong
The Art of Execution: How the world's best investors get it wrong and still make millions by Lee Freeman-Shor is one of the few investing books that focuses on ...
General
[01 Oct 22] Newsletter: RBI hikes rates, Crisis in UK, 5 Good Reads & More
. 🔆 RBI rate hike: Deepak Shenoy shares a quick summary 🔆 Market Overview: Sensex 30 PE trend, Macro markers & Market Movers 🔆 What we are ...
General
Podcast: UPI is most valuable when free
RBI released a discussion paper that said: We’ve let you good people live all this time with “free” payment systems, so should we allow banks to start ...
General
[24 Sep 22] Newsletter: Power Grid Cracks, 5 Good Reads & What’s happening at BYJUs
🔆 Quick glance Market Overview: Sensex 30 PE trend, Macro markers & Market Movers Links we like: 5 good reads on markets & money YouTube: Is BYJUs an ...
Stocks
Escorts: What’s buzzing?
Escorts is now third largest tractor manufacturer in India with a market share of 13%. Things are moving in right direction for the company as per the initial ...
General
[17 Sep 22] Newsletter: IT Stocks Plunge, 5 Good Reads & Our Weekly Show!
Market Overview: Sensex 30 PE trend, Macro markers & Market Movers Links we like: 5 good reads on markets & money Capitalmind Show: Kya Lagta Hai Bazaar on ...