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Waaree Energies: Powering India’s solar sector growth

The renewable energy world is changing fast, and Waaree Energies is leading the sector. But there's a big question on everyone's mind: Is renewable energy just ...
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Anant Raj: Land to Cloud – The Data Center Journey Begins

Anant Raj a top developer in Delhi-NCR, has quickly shifted from contractor to real estate leader. Now, it's tapping into the booming data center market with ...
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Patience is the strategy: Focused portfolio mid-year review

It's been a bit of a rollercoaster, especially these last few months, but that's part of the equity investing. It's like having a compass and a map in the vast ...
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A New Addition to the CM Equity Mutual Fund Portfolio & Performance Update

Started in August 2022, Capitalmind Equity Mutual Fund Portfolio picks a set of mutual funds that have quantitatively demonstrated strong performance across ...
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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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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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Capitalmind Chase Entry and Exit Rules

Ceasing the 'Chase' strategy on March 31, 2024, because its hourly monitoring and new trading hours complexity conflict with our aim for straightforward ...
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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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Taking Stock: A Deeper Look at Aarti Industries

Over the last decade, the Indian chemical industry has distinguished itself as a global leader in terms of growth and creating shareholder value. The chemical ...
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Capitalmind Chase 2023 Review: Capitalising on Market Trends

In a year with global conflicts and economic volatility, the Indian stock market reached a new all-time high. Capitalmind Chase, our long-short trend following ...
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