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An Opportunity in the Boring Old IDFC
When stocks keep going up 5% a day, it’s very boring to think of a stock that might give you like more than 20% in 6 months. Which is why we’ll ...
Stocks
Taking Stock: How a 73 Year Old Chemical Company Works
Atul is one of India's leading chemical company. It has a product portfolio of 900 products and 400 formulations. Atul's products are used across 30 industries ...
Sector Analysis
Hurt By Refining, Saved By Marketing: This Quarter For OMCs
India’s largest three oil-marketing companies – Indian Oil Corporation Ltd., Bharat Petroleum Corporation Ltd., and Hindustan Petroleum Corporation Ltd. ...
Economy
No interest on interest: What is it going to cost the government?
We’ll take the hit, says the government, on the “interest on interest” waiver. After providing a moratorium on payments of loans, it soon ...
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LT Multicap Monthly Fact Sheet: Sep 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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Chase Monthly Fact Sheet: Sep 2020
September 2020 Monthly Update for the Capitalmind Chase ...
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Momentum Monthly Fact Sheet: Sep 2020
Starting this month, we plan to publish monthly fact sheets of the three key equity-related Capitalmind strategies; Long Term Multicap, Momentum, and Chase. ...
Stocks
Reliance Industries Bites Its Own Bullet
India’s most valued company – Reliance Industries Ltd. – has managed to attract investors to buy a stake in its telecom, retail and tower assets, but ...
Charts & Analysis
Chart Of The Day: Bank FD Rates From 1976
The RBI has provided rates that banks used to give for one year deposits, all the way back to 1976. Here’s a plot of the “high” rates today (9.25 to ...
Stocks
DHFL’s “Bandra Book” – How To Make 11,000 cr. Appear and Disappear
There’s a good reason why you cannot trust the financials based on their numbers. A forensic audit of the beleaguered DHFL seems to indicate the books ...
