We have a rare opportunity for an arbitrage return of a decent size. This is the Reliance Partially Paid Share, and the opportunity is an experimental (read: ...
If you thought the foreign investors were the ones driving the market, you'd be wrong. Mutual funds? Wrong again. Banks? Insurers? Wrong. It's the individual ...
I was going through some really old papers, all the way back to 1977, in an effort to finally clear out a box of papers that we had kept since my father passed ...
What if you just bought the highest priced stocks? We ran this concept as a portfolio since 2017, and the results have been quite interest. Lower drawdowns ...
A simple ETF strategy, as Capitalmind's Passive Portfolio, has been in the top 10% of 3-year-returns of all large cap mutual funds for nearly the last decade, ...
To calm down the yield curve, RBI will buy government securities from the secondary market. This quarter alone, they will buy Rs. 100,000 cr. worth of bonds. ...
What happened at Archegos Capital that caused Nomura and Credit Suisse to warn about impending losses? The story of the unwinding of a hedge fund that had ...
How does the Supreme Court Order suddenly introduce Rs. 130,000 cr. more bad loans into the system? What's with the interest-on-interest waiver? And why is the ...
The Indian budget revealed one big thing: the government is going to borrow a lot more money. From a 7 lakh crore of planned borrowing last year, we’ll see ...
SEBI has now regulated debt mutual funds in ways that will change how debt funds operate. A quick synopsis: Funds cannot easily buy AT1 (Additional Tier 1) ...
