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General
CM Focused: Reducing our allocation to smallcaps & increasing cash
In the last few days, we have seen increased volatility in the mid and small-cap sectors due to regulatory actions, including restrictions on inflows into mid ...
General
Zudio: The Story Behind Trent’s Meteoric Rise
Trent, part of the Tata Group, is transforming Indian retail with unique store concepts, trendy products, and focusing on customer satisfaction. This article ...
Stocks
Data Patterns: Driving Defence Innovation from Concept to Deployment
Data Patterns, a supplier for Tejas, BrahMos missile, etc., is one of the few vertically integrated defense private players in India. The industry is supported ...
Premium Portfolio
Capitalmind Chase Entry and Exit Rules
Ceasing the 'Chase' strategy on March 31, 2024, because its hourly monitoring and new trading hours complexity conflict with our aim for straightforward ...
Stocks
Why we like hotel Industry: SAMHI & INDHOTEL
This post is unlocked with the 14-day free trial. Find the link below👇 to start your free trial. With hotel demand expected to increase in the next few ...
Deepak's Memos
Missing the night, now that everything is bright
After what seems to be a remarkable run, Deepak speaks about how you're going to need both the ups and the downs for markets to really work. Inspired by the ...
Premium Portfolio
Increasing allocations in three stocks of the Focused portfolio
We are deploying our existing cash into select portfolio companies that have delivered a strong performance, reinforcing our confidence to increase allocations ...
Premium
Taking Stock: A Deeper Look at Aarti Industries
Over the last decade, the Indian chemical industry has distinguished itself as a global leader in terms of growth and creating shareholder value. The chemical ...
Stocks
KSB Ltd – Capitalizing on Rising Infra Spends Through Strategic Expansions.
KSB Ltd., a leading manufacturer of pumps and valves, is well-positioned to leverage India’s growing infrastructure investments. Despite appearing as a ...
General
[Podcast] RBI hits NBFCs hard with two new regulations
The RBI, often the silent architect of our financial landscape, has made strategic manoeuvres that reshape the terrain for banks, non-banking financial ...
