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Stocks
Why are Bharti Airtel shares underperforming?
India’s oldest telecom operator – Bharti Airtel Ltd.’s share price has struggling. We there are five reasons why the Airtel share price has been ...
Breaking
Unfolding the GMM-Pfaudler deal
On 20th of August 2020, GMM Pfaudler in its press release said that it will acquire 54% stake in its parent Pfaudler International from the PE firm Deutsche ...
General
Podcast #32: Getting started with health insurance
In this episode, Deepak and Shray invite Ruchir, co-founder of OneAssure, to walk us through how to get started with health ...
Stocks
What An Upcoming Spectrum Auction Could Look Like
The spectrum held by the private operators – Reliance Jio Infocomm Ltd., Bharti Airtel Ltd., and Vodafone Idea Ltd. – was coming up for renewal only from ...
Deepak's Memos
Wealth Letter Sep 2020: Making sense of the Market Madness
This post is an edited excerpt of the September 2020 letter to our Capitalmind Wealth PMS clients ...
Mutual Funds
Axis Global Equity Alpha Fund of Fund: Should you invest?
Axis Mutual Fund has launched an NFO (New Fund Offering) for a Fund of Funds investing globally. The NFO is open from 4th to 18th September 2020. We took a ...
Mutual Funds
Don’t Buy Smallcaps Because of SEBI Multicap Fund Regulations
SEBI has a new circular which mandates that all multi-cap funds will have to change their allocation to: minimum 25% in large cap stocks min 25% in mid-cap ...
Sector Analysis
Do Basmati Stocks Offer Value
The Basamti business is a commodity business, however listed companies in this space have decent ROE's. The results of the latest quarter have been good for ...
Economy
Auto Sales – Pent-up demand or a Sustainable uptick?
What do the latest Auto sales indicate us ? After 2 years of contraction in volumes, demand & margins being at historical low - we see some initial growth ...
Premium Portfolio
Putting Risk in Perspective | Overnight & Other
I've been reading this book Deep Survival: Who Lives, Who Dies, and Why by Laurence Gonzales, a book that delves into what goes on in the minds of people who ...
