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Deepak's Memos
The Dichotomy of Markets
In 1958, US Industrial Production had fallen 10% in a year. The stock market was up 30%. John Templeton wrote "The influences on stock prices are so numerous ...
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Q4FY20 Earnings Report: Aarti Industries, Godrej Consumer Products
Results for the last quarter have started coming in, all the companies are impacted due the lockdown enforced in the last week of March. While the larger ...
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If you can’t measure it, don’t trade it – Quantifying Trends
The idea of finding a reference If I were to tell you that ^NIFTY50 is going up, does it mean anything? I am sure you would ask me, how long has it ...
Fixed Income
Podcast #28: Why credit rating agencies are irrelevant and deserve a downgrade
“There’s an internal class system they have developed. Whether it is between companies or across countries. The developed countries get a ...
Mutual Funds
Mirae Asset Arbitrage Fund: Should you invest?
Arbitrage funds are relatively tax-efficient instruments to park money because they are taxed as equity funds. However, they are not entirely risk-free ...
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SBI delivers reasonably in Q4, but pandemic impact remains to be seen
State Bank of India (SBI) for the quarter ended March 2020 reported 2.93% YoY income growth and nearly 5x YoY Net profit growth, to Rs. 3,581 cr. Lower ...
Stocks
The Indian Tile and Bathware Industry: Which companies are better placed – Part 1
The ₹27,000 Crore Indian tile industry is fragmented, 55% of it is with small regional players and the remaining 45% with large organized players. Somany and ...
Fixed Income
The Capitalmind Masterclass on Debt Funds is Now Available For Purchase
Capitalmind had a Masterclass on Debt Funds recently, and we now have the recording available for customers to view (or purchase, if you missed it). They told ...
Stocks
Solara Active Pharma Sciences – From David to Goliath
This is a guest post by Saket Mehrotra. Number cruncher, avid reader, coffee connoisseur, book store hopper & Metallica fan. An active follower of Sensex ...
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Vedanta Delisting – Is there an opportunity?
Vedanta Limited recently announced it has received intent from its promoter to delist the company. Put simply, the majority owner of the company has made an ...
