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General
Capitalmind Saturday Coffee | 17th April 2021 edition
A crisp update on all that’s happened at Capitalmind this week – Saturday Coffee with Capitalmind. ☕️ Markets this week: The CNX 500 advanced ...
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How this simple ETF strategy beats the best large cap mutual funds
A simple ETF strategy, as Capitalmind's Passive Portfolio, has been in the top 10% of 3-year-returns of all large cap mutual funds for nearly the last decade, ...
Opinion
Podcast EP37: The hidden risks to the financial system
Are the recent problems - GME, Greensill and Archegos - signs of a damaged financial system that is so terribly fragile that a slightly bigger disaster can ...
Commentary
Capitalmind Saturday Coffee | 10th April 2021 edition
A crisp update on all that’s happened at Capitalmind this week – Saturday Coffee with Capitalmind. ☕️ But first, let’s get a weekly overview of ...
Stocks
The house view on Kovai Medical
In our “House view” series, we publish summaries of discussions on Capitalmind slack forum. Think of them as short crowd-sourced ...
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RBIs Big Bond Buying Program and Why we aren’t changing the Fixed Income Portfolio
To calm down the yield curve, RBI will buy government securities from the secondary market. This quarter alone, they will buy Rs. 100,000 cr. worth of bonds. ...
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Mayhem of March’21 | CM Chase monthly update
Mar 2021 monthly update for the Capitalmind Chase Portfolio Returns Update After a phenomenal first two months of the calendar year, the whipsaws of March ...
IPO
Lodha Developers IPO: Should you invest?
Lodha & being 3rd time lucky The company deferred its plans twice citing weak demand and market conditions. Incidentally both the attempts timed the market ...
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Whacked by whipsaws in Chase | Putting March’21 in context
After an almost perpetually trending 2020 the month of March'21 hit us like a hail storm. Making us wonder if its even worth our time trading trend following ...
Sector Analysis
Grounded In 2021: Airlines need more run-way
It is a double whammy for Indian airlines. Not only crude prices have seen a sharp jump, but also air traffic has started to fall. Are the airlines being able ...
