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Sector Analysis
The Indian Tractor Industry: In a Sweet Spot?
Agriculture in India contributes to 16% of GDP and 50% of the workforce is employed in agricultural activities, hence the sector carries a lot of importance. ...
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LT Multicap Monthly Fact Sheet: Dec 2020
The Monthly Multicap Portfolio Factsheet will focus on Summarising the performance over the last month and since inception Quick thoughts on overall state ...
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CM Passive Strategy Monthly Fact Sheet: Dec 2020
CM LT Large cap portfolio changed its name to CM Passive Strategy. LT Large cap portfolio was launched in Sep 2018. A significant change happened when we moved ...
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Chase Monthly Fact Sheet: Dec 2020
December 2020 Monthly Update for the Capitalmind Chase Strategy Returns Update December turned out to be a blockbuster month for Chase. We saw an upwards of ...
Sector Analysis
What 2021 Holds For The Telecom Sector
2020 was a turnaround year for Indian telecom companies. But will the growth story continue or will the sector languish under high debt and legal cases. Read ...
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Momentum Monthly Fact Sheet: Dec 2020
The monthly performance update for the Momentum Portfolio in the last month of 2020. Momentum returned just over 7% for the month more-or-less matching the ...
Personal Finance
The Best of Capitalmind in 2020
Imagine telling someone back in March that equities are an essential asset class. Try telling someone now the foundation of a good investment plan is asset ...
Commentary
The 2020 All-things-Investing Award Winners
In a year where a virus is globally the most searched term, you would expect investments to resemble Earth after Thanos snapped his fingers. Every other one ...
Stocks
A Dire Warning To DHFL Shareholders In The Resolution Process
If you own DHFL shares, which have run up recently*, and have hopes that the “Resolution plan” for the company will result in massive gains, we ...
Commentary
2020 – A year to be grateful
Temporarily departing from our usual investment-related articles, the Capitalmind contributors compiled this, what each of us personally feels grateful for in ...
