Following the market correction, we started tracking interesting names in the mid and small-cap space. As part of our latest portfolio rebalance, some of these ...
India's consumption story makes some stocks attractive - and we're adding some in the Capitalmind Focused portfolio. We're deploying our cash now, and changing ...
The Capitalmind Momentum Portfolio factsheet for August 2022. At ₹4.3L Crores, Adani Transmission is India's 10th most valuable company. It trades at 37x ...
The Capitalmind Momentum Portfolio factsheet for July 2022. When 'New Horizons', the spacecraft NASA launched in January 2006 to travel three billion miles ...
The time is right to increase our allocation to equities and reduce our cash levels. While the Nifty 50 is down -by 12%, some stocks have fallen by 25% to -50% ...
Don't predict. React. A motto that's difficult to follow, because we like to lead. In markets, following the trend has been a solid way to sustainably make ...
After the recent market correction, we believe the time has come to move from being cautious to being (a little) greedy. We've exited some fundamentally weak ...
For the broader markets, June turned out to be the worst month so far in 2022. The median stock was down almost 6%, and the NIFTY TRI was down 4.7%, the third ...
FY22 was a good year for the CM Focused portfolio, up 36.7%, while the Nifty 50 advanced by 19%. In this post, we'll break down the CM Focused Portfolio's ...
