Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial

140 ArticlesChetan Chhabria

6 / 14

Balance Sheet: The financial statement investors need to focus on now

It looks like there is no end to the carnage in the markets. We are down +30% on the Nifty since January and counting. We still do not know the extent of the ...
BalanceSheet.jpg

A Deeper Look at SBI Card IPO and the Credit Card Business

SBI Cards and Payment services (SBICPS), subsidiary of SBI filed its DRHP with SEBI for its ...
Credit-card-SBI-IPO.jpg

Q3FY20 Earnings Report: Aarti Industries, BKT, Alkyl Amines

In continuation to our posts on analyzing the latest quarter results of companies in our Long Term Multicap Portfolio, in this post we look at the results of ...
Style-9.jpg

Q3FY20 Earnings Report: APL Apollo, NOCIL

In follow up to our earlier post, where we covered three companies from our MultiCap Portfolio, we look at 3 more companies in this post. APL Apollo The ...
Style-9.jpg

Budget 2020: What It Means When We Have No More Dividend Distribution Tax

One of the big developments in today’s budget speech by the FM was the abolition of DDT (dividend distribution tax). India was the only country in the ...
DDT.jpg

Budget 2020: Tax at Source For Foreign Tour Packages, LRS transfers and ECommerce Vendors

The budget speech for 2020-21 has been the longest by the FM at two hours thirty seven minutes, in doing so the FM has beaten her own record of longest speech ...
Style-1.jpg

Q3FY20 Earnings Report: Results in the Long Term Multi Cap Portfolio

Q3FY20 results of company’s have started coming in, in this post we take stock of the results of companies in our Long term Multicap portfolio. We start ...
premium@2x-min.png

Portfolio: Addition to the MultiCap Portfolio 

The chemical industry is enjoying tailwinds due to customers increasing sourcing their supplies from India. The major player in the chemical space is China, ...
premium@2x-min.png

Our Best Stuff in 2019

2019 is sliding towards a close, it has been an interesting year in the markets. Interesting developments have taken place along the year – issues with ...
The-Opportunity-in-Intangibles-3.jpg

Premium: Adding a Auto Ancillary Company in the MultiCap Portfolio 

The automobiles and auto ancillary sector has been severely impacted due to various factors plaguing the economy. The Nifty Auto Index has been down by 14% in ...
premium@2x-min.png