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

24 ArticlesPMS

1 / 3

Wealth Letter July 2023: It’s raining new highs

  In the Netherlands, there are two lotteries. One is the regular lottery – you get a number, and if they draw that number, you make riches. But ...
From-the-CEOs-Desk-8.jpg

Wealth Letter May 2023: Much more to go, much more to do

  April showed us early signs of happiness in stocks, with markets cheering  the RBI not increasing interest rates and in general better earnings. Surge ...
From-the-CEOs-Desk-7.jpg

Wealth Letter April 2023: The fresh air in all this despair

  The Capitalmind Wealth PMS performance as of March 2023 is here: We realise that returns are lousy in the last one year. The Nifty’s been flat and our ...
From-the-CEOs-Desk-7.jpg

A short guide to navigating PFIC regulations for US citizens investing in India

India has become a popular investment destination for domestic and international investors thanks to its strong economy, robust growth potential, and diverse ...

Wealth Letter March 2023: Muddling Through Markets

  We are in a no-go zone in the market for nearly all of one year, since the Ukraine war began. The Nifty returns are just 3% to 5% which is even lesser than ...
From-the-CEOs-Desk-6.jpg

Wealth Letter Feb 2023: The markets that need a spark

  Firstly, thanks for visiting the town hall in January! We really appreciate your feedback and presence, and look forward to a better 2023.  Our performance ...
From-the-CEOs-Desk-5.jpg

Wealth Letter Dec 2022: Back to All Time Highs

  What a rebound the markets have seen. The Nifty has run away considerably in the last few months, with a double digit return on a one year basis. ...
From-the-CEOs-Desk-4.jpg

Wealth Letter Sep 2022: India at the end-game of the world’s greatest macro-experiment

  The rough end of the markets in September means we’re doing -3% for the month on the Nifty (Capitalmind active portfolios have done marginally better, ...
From-the-CEOs-Desk-3.jpg

Wealth Letter Aug 2022: Change, sometimes, is invisible

  It’s been a good month in July 2022, with the markets returning about 8% at the Nifty. Our active portfolio returns have been rough in the 1 year time ...
From-the-CEOs-Desk-2.jpg

Wealth Letter May 2022: Roadblocks on the journey

This is an excerpt from the May 2022 letter to Capitalmind PMS ...
From-the-CEOs-Desk-1.jpg