Archives
65 / 651
Charts & Analysis
November Chalks Up 11.4% as Nifty Heads To A Fifth Consecutive Profitable Year
What a way to close in towards the end of 2020, which has been a horrible year is so many aspects, but to present a Diwali month with 11.4% gains. It’s ...
Premium Portfolio
Chase Monthly Fact Sheet: Nov 2020
November saw an upwards of thousand point move in the index, and we managed to capture close to 800 points of it, making it one of the most profitable months ...
IPO
Burger King IPO: Should you invest?
Burger King opens for subscription on 2nd December,2020. In this post we look at the the IPO and the food services business in India. Burger King has been a ...
Sector Analysis
Telecom Tariff Hike: Imminent, But When?
Investors of the Indian telecom market have been expecting a tariff hike for the last six months. It has been almost a year since our mobile bills have ...
Charts & Analysis
Premium: Why the TCS Buyback Last Time Saw Full Acceptance
We spoke of the TCS Buyback in a recent post: Deep inside the TCS Buyback is a tax efficient dividend. There’s an experimental in progress where ...
Deepak's Memos
Wealth Letter Nov 2020: TINA. Where else can you go?
The alternative to stocks is…stocks. There is no alternative (TINA) is the mantra. No alternative to stock markets, at least abroad. Because they’ve ...
Stocks
Varroc Engineering: Not Quite Rocking
The listing of Varroc Engineering managed to benefit only the Tata Group. The IPO investors have lost more than three-fifths of their investments. Even the ...
Mutual Funds
DSP Value Fund NFO: Should you invest?
DSP Mutual Fund has launched an NFO (New Fund Offering) for an active equity fund called the DSP Value Fund. The NFO is open from 20th Nov to 4th Dec 2020. We ...
Stocks
An “Experimental” Exit: IDFC Does What We Expected It To Do After an RBI Suggestion
A committee of the RBI has suggested that a bunch of changes be done to the Bank Licensing norms, which are very interesting in how they impact current banks ...
Stocks
A Special Situation Opportunity Only For Those That Don’t Pay Tax
In Capitalmind Premium, we run a bunch of "experimentals". These are ideas that may not apply to everyone equally, or may have a very short term focus, or have ...
