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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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Stocks
APAR Industries: The Pickaxes and Tools Fueling Power Sector Growth
APAR Industries, a six-decade old powerhouse and a leading manufacturer of conductors, specialty oils, and cables. As a key player in the booming power sector, ...
Stocks
Voltamp & CG Power: Riding the Power Demand Surge in India
Things are getting interesting in the power utility sector. Managements are sounding bullish. Companies are setting up new capex. Orders are pouring in. But ...
Commentary
Looking for the best smallcase to invest in 2024? Make sure you look at these five things first.
There are hundreds of smallcases to choose from. Each month brings a new list of smallcases showing great short-term returns. But that's not how you should ...
