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Fact, Fiction and Factor Investing

Factor investing has been around for several decades, backed by an enormous body of literature, and yet it is still surrounded by much confusion and debate. ...
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Debt Mutual Funds will be taxed unfavourably after April 2023

The finance ministry has just delivered an inswinging yorker to the debt mutual fund industry. For long term investments made starting April, one major tax ...
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[Podcast] What led to the crisis at Silicon Valley Bank (SVB)?

We discuss the crisis at Silicon Valley Bank. How this seemingly robust, conservative, bank with $180 billion in deposits tumbled down in just a couple of ...
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Budget 2023: The Changes that Matter, from Insurance to Taxes and MLDs

What's changed in Budget 2023? A lot, it turns out, if you're among the rich. Insurance is now taxed, MLDs even more so. Travel abroad is now more painful. But ...
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Capitalmind: What happened here in 2022

Going into 2022, if we were to list key things that could crash the markets, it would look like this: A strong Covid wave FED increasing interest rates and ...
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How India transports goods is changing

With initiatives like Dedicated Freight Corridor for rail freight, Sagarmala for coastal, Bharatmala for road, the way India moves freight is changing, and ...
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The futility of analyst recommendations

We analysed over 2,000 analyst recommendations (upgrades and downgrades) made by institutional equity analysts over the last ten years for the 50 Nifty stocks. ...
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Happy Diwali 2022! That time when we try to predict things again

A Happy and Prosperous Diwali 2022 to all of you from us at Capitalmind! Wish you all, your friends, families, colleagues and loved ones a prosperous year ...
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How the best investors deal with being wrong

The Art of Execution: How the world's best investors get it wrong and still make millions by Lee Freeman-Shor is one of the few investing books that focuses on ...
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Business Wars: 6 Lessons from the most iconic Business duels in history

"Business Wars" is an excellent podcast series by Wondery, chronicling some of the most intense and entertaining business rivalries in history. Coke vs Pepsi, ...