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111 ArticlesKrishna Appala

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CM Fixed Income: Exiting Banking & PSU to Add a New Gilt Fund

We are increasing the duration of our Fixed Income portfolio to reflect the current macro conditions. We want to take advantage of the current higher rates to ...
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The Focused Way of Investing: Our Four-Quadrant Strategy and FY24 Review

FY24 brought us a 42% gain in our Capitalmind Focused portfolio, gently outperforming the Nifty's 29%. It's been a bit of a rollercoaster, especially these ...
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Poonawalla Fincorp: One right step at a time

There are some winning patterns in investing that keep repeating. One such pattern is when a big company buys a struggling company, fixes old problems, and ...
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CM Focused: Reducing our allocation to smallcaps & increasing cash

In the last few days, we have seen increased volatility in the mid and small-cap sectors due to regulatory actions, including restrictions on inflows into mid ...
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SAMHI Hotels: Playing the cards right in a growing market with financial leverage

This post is unlocked with the 14-day free trial. Find the link below👇 to start your free trial. With hotel demand expected to increase in the next few ...
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Increasing allocations in three stocks of the Focused portfolio

We are deploying our existing cash into select portfolio companies that have delivered a strong performance, reinforcing our confidence to increase allocations ...
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DCB Bank: Pursuing prudent growth in Indian banking

In the world of banking, where uncertainty hides in plain sight, DCB Bank emerges as a seasoned player, advocating prudent growth and fortifying its financial ...
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Waaree Energies IPO: Powering India’s solar sector growth. Should you invest?

The renewable energy world is changing fast, and Waaree Energies is leading the sector. Their upcoming IPO is drawing lots of attention from investors. But ...
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Capitalmind Focused Stocks 2023 Performance Review

"As we wrap 2023 with our Focused portfolio's YTD returns at around 42%, our journey through the market's ups and downs has prepared us for what lies ahead. ...
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BSE’s remarkable turnaround riding on India’s equity wave

This post goes back to the basics of the different ways stock exchanges and specifically BSE make money. Can BSE sustain its impressive comeback? As the market ...
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