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Stocks
Elantas Beck: India’s leading wire enamel manufacturer on cusp of a CAPEX cycle
Wire enamels perform a very critical function in wires, they provide electrical insulation and reduce the chances of short circuits. The leading Indian ...
Commentary
Capitalmind Saturday Coffee | 3rd April 2021 edition
The 3rd April 2021 Saturday Coffee with Capitalmind Edition ...
Premium Portfolio
A rollicking end to the Financial Year but markets send mixed signals
In February 2021, almost all stocks were strong, and momentum went along for the ride. That changed in March. The breadth of stocks showing positive momentum ...
Premium Portfolio
LT Multicap is now revamped. A new approach, A new identity: The Focused Portfolio
Over the last couple of months, we at Capitalmind introspected about the Long Term Portfolio. One, how can we improve the Long Term Multicap portfolio returns? ...
Commentary
How the Leverage at Archegos Capital Brought Banks to their Knees
What happened at Archegos Capital that caused Nomura and Credit Suisse to warn about impending losses? The story of the unwinding of a hedge fund that had ...
General, Stocks
The house view on IRCTC
In our "House view" series, we publish summaries of discussions on Capitalmind slack forum. Think of them as short crowd-sourced primers about the business, ...
Stocks
GAIL: Four factors in favour of India’s largest gas distributor
Since we wrote about GAIL's prospects in Aug 2020, its shares are up 80%. Why 2021 could turn out to be a strong financial year for GAIL (India) and if there ...
Commentary
Introducing Capitalmind Saturday Coffee!
A crisp update on all that's happened this week - Saturday Coffee with Capitalmind. ...
Economy
Ok, Tell them your NPAs, says the Court. Will all hell break loose now?
How does the Supreme Court Order suddenly introduce Rs. 130,000 cr. more bad loans into the system? What's with the interest-on-interest waiver? And why is the ...
IPO
Barbeque Nation IPO: Should you invest?
The IPO frenzy seems to be waning. The last two companies that listed on the bourses have seen poor listing despite receiving strong demand. Amid this, a ...
