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

1093 ArticlesPremium

12 / 110

GR Infraprojects: Should You Invest?

Third Time’s A Charm Nearly after three years, a road and highway construction company – GR Infraprojects Ltd. – initial public offering will be ...
Group-71.jpg

Capitalmind Chase: June, green shoots, a greek legend and some trade execution tips

We had a green month after a three month long penance, we saw a trend emerge on the indices, on the upside however we are yet to scale mount 16k. The small and ...
chase-bannder.jpg

Uncle Theta makes a comeback – putting it all together

Nihit Kshatriya & Sandeep Rao The new Wednesday Trade in a nutshell Based on a bottom-up approach, we’ve re-worked the previous Wednesdays trade. ...
uncle-theta-featured-image.jpg

The Macro Score: Markets: 1, Economy: 0

The picture on the macroeconomic front isn't looking very good, so we take a look at the details. The stock market may be looking up and at all time highs, but ...
Market-Economy-1-scaled.jpg

An Experimental Trade: Rising Oil Enough For A Rerating?

India’s largest oil and gas explorer – Oil and Natural Gas Corporation Ltd.’s – fate turned around in the last six months of 2021. Needless to say, ...
Variant-2.jpg

Mahanagar Gas: Stands out among City Gas Distributors

The city gas distribution industry is the best business to be in the entire oil and gas space. And there are reasons for it: limited regulation, low ...
Variant-4.jpg

Sona Comstar: Largest Auto-components’ IPO is Blackstone’s payday

Sona BLW Precision Forgings Ltd.’s ₹ 5,550 crore will be the largest ever auto-component maker’s IPO in India. This will be the second-largest IPO of ...
Image-12-06-21-at-12-4.jpg

The May when everything seemed possible: CM Focused and CM Passive Performance Roundup

May 2021 was a stellar month for the markets & CM portfolios. The index was up 6.5% & Focused portfolio was up by 12.1%. The disconnect between the economy & ...
joanna-kosinska-vouDD7K0FoA-unsplash-1-2.jpg

Amber Enterprises: Running hot in the cooling business

Amber Enterprises – the brand behind the AC “brands” in India, the company with an unrivaled position in the domestic AC manufacturing business, and the ...
Rectangle-88.jpg

Reliance: Counting on Jio & Retail to drive growth

Reliance, India's largest company by market cap, has underperformed the index in the last six months. But if you look deeply there's a growth story waiting to ...
Featured-Image-20.jpg