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General
[9 Jul 22] Newsletter: Market Overview, Links we like & Our weekly show
Quick glance - Nifty 50 PE ratio - Valuation indicator for the current markets - Hits & Misses - Stocks that gained and lost the most - Links we like - 5 ...
Premium
Why we are buying: Capitalmind Focused Factsheet June 2022
After the recent market correction, we believe the time has come to move from being cautious to being (a little) greedy. We've exited some fundamentally weak ...
Mutual Funds
The best Largecap Funds in 2022
Largecap funds as a category have struggled to consistently beat a simple index buy and hold strategy, with some exceptions. Our top picks for the best ...
Stocks
Will funds squeeze hurt Vi’s 5G prospects?
With the 5G spectrum auctions round the corner, Reliance Jio and Bharti Airtel look set to make strong bids. Can Vi mount a worthy challenge or will it end up ...
Premium Portfolio
Duck and weave
For the broader markets, June turned out to be the worst month so far in 2022. The median stock was down almost 6%, and the NIFTY TRI was down 4.7%, the third ...
General
[2 Jul 22] Newsletter: Gold as an Investment, Yale Model of Investing, Buying water Businesess & More
. 🔆 Gold: Is gold still an efficient investment option? 🔆 Framework: Yale model of investing 🔆 Commodities: Water as an investment 🔆 Personal ...
Mutual Funds
The best Midcap and Smallcap Funds in 2022
That midcaps and small caps perform better than large caps when times are good and, on the flipside, struggle more in challenging market conditions is well ...
Opinion
Podcast: Is it a good time to invest in gold?
🎙New Podcast In this episode, Deepak and Shray unravel different aspects related to investing in gold. Gold has been around as a store of value for ...
Stocks
Jubilant Foodworks: A turnaround sequel on the cards?
2017: The CEO had resigned. The stock had fallen 50%. Investors were worried about growth prospects. Historically, the promoters had relied on professional ...
Economy
Following a Drunken Man: When Macros Overwhelm Markets
Here's where we explore the macro, which looks very good in India despite all these rate hikes. And how things will get worse before they get better. Why you ...
