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Stocks

Techno Electric: Bridging Power and Data Centers

Techno Electric and Engineering Company (TEECL) isn't just looking to shape India's growing power landscape—it's now expanding into data center solutions. ...
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Commentary

How hot are smallcaps, really?

In this post, we try to answer one key question for the 'cautiously optimistic' investor: Yes, small-cap stocks are frothy, but by how much? We analyzed the ...
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Stocks

Exicom Tele-Systems: Early mover in the EV charging space.

Exicom Tele Systems, a recent debutant on the Indian bourses, is a two-decade-old company offering energy solutions for telecommunication sites and EV charging ...
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Premium Portfolio

Patience is the strategy: Focused portfolio mid-year review

It's been a bit of a rollercoaster, especially these last few months, but that's part of the equity investing. It's like having a compass and a map in the vast ...
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Stocks

Arman Financials: Serving India UnInc.

If our economy sneezes, people at the fag end of the economic pyramid catch a cold, and so does the MFI industry that serves them. Even within these adverse ...
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Mutual Funds

A New Addition to the CM Equity Mutual Fund Portfolio & Performance Update

Started in August 2022, Capitalmind Equity Mutual Fund Portfolio picks a set of mutual funds that have quantitatively demonstrated strong performance across ...
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Stocks

Piccadily Agro: An Indian Single Malt Distiller Making Waves

Piccadilly Agro Industries, the brainchild behind India's award-winning single malt, Indri, is strategically expanding its operations and product line to meet ...
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Stocks

RateGain: A Play on Travel Industry Operations

RateGain is one of the leading distribution technology companies globally and is the largest Software as a Service (SaaS) provider in the hospitality and ...
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Stocks

Varun Beverages: Bottled Excellence

With ongoing capacity expansion and strategic moves into new territories, Varun Beverages is positioning itself to capture increased market share and enter new ...
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Stocks

Why we like Kaynes Technology

The ESDM sector is taking off, growing at over 30% CAGR. Kaynes is riding this wave with high-margin products and with debt-free balance sheet. They are ...
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