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CM Fixed Income Portfolio: Reducing Gilt Mutual Funds to add a Floater
Gilt funds suffer as yields move upwards on the back of higher expected inflation, rising crude prices and international bond movements. What we will do in the ...
General
HGS stake sale, AGR dues converted to equity, Where to invest in 2022 & More
HGS & a billion-dollar stake sale | Government claims stake in Vodafone Idea & Tata Tele | Capitalmind Momentum Portfolio in 2021 | TCS experimental trade | ...
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Experimental: The TCS Buyback Opportunity
We have another experimental trade for the TCS Buyback. Experimentals are trades we do once-in-a-while, where an opportunity arises for the short term. The ...
Economy
Where to invest in 2022: Challenges and Opportunities
After a violent 2021, what's going to happen in the next year? What are the various things that are likely happen? And what should our response be to them? We ...
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Skillful or just plain Lucky?
A review of the Capitalmind Momentum Portfolio, how it did in 2021 and thinking about 2022. The portfolio had a strong December with +7% along with the ...
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Capitalmind Focused in 2021: A year of transformation
The Capitalmind Focused portfolio is designed to generate wealth over the long term by investing in market leaders across sectors. It looks for companies with ...
General
Bharat Pe, Chase Strategy in 2021, Deepak’s Memo & More
In this week’s edition 1 TLDR post – where we quickly simplify the “too long” arduous stories that you “didn’t read” ...
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Capitalmind Chase in 2021: Euphoria to despair and back again
“Kaafi kuch badla is saal khass kar woh, jiske badalne ki umeed nahi thi.” “A lot changed this year, especially that what we didn’t expect to ...
Deepak's Memos
Wealth Letter Dec 2021: The right time to invest is when you’re sleeping
Is it the right time to invest? We get this question all the time, but there’s no universal answer. If you have money that you must invest, you’re only ...
Opinion
Lessons from 2021, the year irrationality went viral
On today’s show, Shray asks Deepak about how to make sense of the past two years in the markets, macroeconomics, and the seeming irrationality of ...
