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A Relative Valuation Approach to find Value in Indian FMCG
In this guest post, Himanshu applies a relative valuation approach to 28 FMCG stocks in India to conclude NESTLEIND is significantly over-valued while BAJAJCON ...
Stocks
A Deeper Look at the Indian Plastic Pipe Industry
The Indian plastic pipe industry is estimated to be Rs 29,000- 30,000 Cr, 60-65% of the market is with the organized players. In this post we look at why the ...
Stocks
The Curious Case Of AGR Dues
Nearly 10 months since the final decision has been announced on the 15-year old legal battle between India’s mobile operators and the Government of India, ...
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Is Inflation Going To Break the Debt and Gilt Fund Breakaway Run?
Debt funds have had a wonderful run last year, especially Gilt funds. The best gilt fund did over 14% in the last year. Is that going to change? The ...
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The one reason why you should probably not subscribe to Capitalmind
What we learnt from a survey of Capitalmind Premium subscribers. The improvements (some of them radical) that we are working on to be rolled out over the next ...
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GAIL: Green shoots or one too many overhangs
India’s largest gas distributor – GAIL (India) Ltd. – has been consistent in it's underperformance in the oil & gas space for the last three years. In ...
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The back-test is not the trade | Taking a strategy live
A map is not the territory it represents, but, if correct, it has a similar structure to the territory, which accounts for its usefulness. — Alfred ...
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AgroTech Foods: A play on rising at-home consumption
In the most recent Q1 con-call by ATFL, the MD, Sachin Gopal was quoted giving this instance stating that the categories ATFL is prioritizing are niche ...
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The Capitalmind Wealth Momentum Performance, and How It Weathered the Covid Crisis
Capitalmind Momentum Portfolio has delivered 28% for the year ending July 2020 with lower volatility than the broader market. Here's how the rule-based exit ...
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BPCL: To Buy Or Not To Buy?
India’s second-largest oil marketing company – Bharat Petroleum Corporation Ltd.’s share prices have been on a roller coaster ride over news of its ...
