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Macronomics: Credit Data Shows A Potential Industrial Revival and Green Shoots on Growth

It’s been a while since we’ve looked at the macro. What bank credit data is showing is very interesting, and possibly a distance away from whatever we are ...
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Q3FY19 Earnings Report: NOCIL

NOCIL had announced its Q3 results last week and had a conference call yesterday. Below is the snapshot of the results and notes from the conference call. ...
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Portfolio: Changes to the Capitalmind Momentum Portfolio – February 2019

Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio and reshuffle the portfolio accordingly. This is the ...
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Taking Stock: A Deeper Look at Godrej Consumer Products

At Capitalmind, we often write posts on specific companies that we think are interesting and might make a good investment. In this post, we discuss a company ...
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Premium: By The Numbers – Why L&T’s Buyback Was Rejected, And Why It Isn’t Such A Big Deal

L&T had announced a huge buyback – of Rs. 9,000 cr. – of the company’s shares on a tender offer at Rs. 1450 per share. SEBI’s taken ...
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The Capitalmind Guide to Tax Saving ELSS Fund for 2019

Investing in ELSS schemes can help you save tax but then your money gets locked in for three years. So you better choose the right scheme. In this post, we ...
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Annual Report Review : KRBL

In our first annual report review for 2019, we look at KRBL in this post. KRBL is the leading basmati player in the country. We had covered the basmati ...
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Premium: An Expensive Bandhan Buys An Expensive Gruh. Is the Combined Entity Attractive?

Bandhan Bank, built out of the performing Microfinance company, is now buying a small housing loan company, GRUH Finance. This is a deal that’s taken both ...
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Portfolio: We cut down our Cash and Buy into New Positions in Momentum Portfolio

Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio and reshuffle the portfolio accordingly. This is the ...
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Fundas: Understanding Financial Ratios – Part 3 : Valuation

In continuation to our financial ratio series, in this post we look at the valuation ratios. This is the final post in the ratio series. See: Ratios Part ...
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