Archives
48 / 651
IPO
Dodla Dairy IPO: Will it nourish investors?
The Dairy industry has been in an uncanny situation since last few years. The listed players are quoting at exorbitant valuations without any growth. Amidst ...
Deepak's Memos
Wealth Letter May 2021: Clutching at Straws in the Second Wave
The Covid has changed a lot of things. You can actually see how much it has changed by a few graphs that I’ll now proceed to show. But let’s look at it as ...
IPO
Sona Comstar: Largest Auto-components’ IPO is Blackstone’s payday
Sona BLW Precision Forgings Ltd.’s ₹ 5,550 crore will be the largest ever auto-component maker’s IPO in India. This will be the second-largest IPO of ...
General
Capitalmind Saturday Coffee – Karan-Arjun and Ma.
At Capitalmind we write about the rise in day trading, an upcoming IPO candidate, the latest FT saga, and an update on the momentum portfolio. On slack, we ...
IPO
Shyam Metalics and Energy IPO: Making the most of the commodities boom
After a brief lull, IPOs are back. This time it’s an integrated metal producing company – Shyam Metalics and Energy Ltd. which is looking to raise ₹ 909 ...
Opinion
EP38: Money, after you die
How do you plan for a smooth transfer of your wealth after you die? And how do you help someone whose loved one has passed on? In this episode, Shray and ...
Commentary
Decoding the hefty 512 Cr SEBI fine on Franklin Templeton
SEBI has finally dinged Franklin Templeton a huge fine for what they did last year in shuttering funds. In the end of April 2020, the funds had to borrow money ...
Premium Portfolio
The May when everything seemed possible: CM Focused and CM Passive Performance Roundup
May 2021 was a stellar month for the markets & CM portfolios. The index was up 6.5% & Focused portfolio was up by 12.1%. The disconnect between the economy & ...
Premium Portfolio
Trend our friend, is back in May
May 2021 monthly update for the Capitalmind Chase Portfolio May was an interesting month in the sense, though the futures component ended flat, the index ...
Premium Portfolio
What sell in May and go away?
In April, we observed the start of a shift from mega-caps to mid-caps in terms of momentum. Some large-caps got back their mojo but overall mid and small-caps ...
