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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 ...
Stocks
Shivalik Bimetals: Bending metals through the electrification wave.
While India is fast moving towards electrification, Shivalik bimetals sit right at the heart of these trends. Smart meters, switchgears and automobile sector ...
Stocks
Should you buy Kotak Bank now?
Kotak Bank is caught up in market pessimism due to a recent RBI ban on onboarding new online customers and issuing new credit cards. This raises pressing ...
Premium Portfolio
CM Fixed Income: Exiting Banking & PSU to Add a New Gilt Fund
We are increasing the duration of our Fixed Income portfolio to reflect the current macro conditions. We want to take advantage of the current higher rates to ...
Stocks
Craftsman Automation: Poised for Growth Amid Temporary Headwinds
Unlock this post by trail. Craftsman Automation excels in making precise parts for cars and machines. Amidst temporary headwinds, looks resilient with a focus ...
General, Premium Portfolio
The Focused Way of Investing: Our Four-Quadrant Strategy and FY24 Review
FY24 brought us a 42% gain in our Capitalmind Focused portfolio, gently outperforming the Nifty's 29%. It's been a bit of a rollercoaster, especially these ...
Deepak's Memos
A Small CAD for India, Yet Again
Yet again, India’s Current Account Deficit is a mere 10 bn in the quarter (Dec 2023), less than levels more than a decade back, and less than 2017-18 ...
Stocks
Poonawalla Fincorp: One right step at a time
There are some winning patterns in investing that keep repeating. One such pattern is when a big company buys a struggling company, fixes old problems, and ...
