Archives
72 / 651
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 ...
Charts & Analysis
Banks See Massive Drop in Commissions from Mutual Funds
The biggest loser in the new rules for mutual funds, where SEBI has cut upfront commissions, total expense ratios and others, have hit revenues for ...
Mutual Funds
Invesco India Focused 20 Equity Fund: Should you invest?
Invesco has launched an NFO (New Fund Offering) for a Focused Multi-Cap Equity Mutual Fund. The NFO is open from 9th to 23rd September 2020. We took a look to ...
