Securitization enables a bank or a financial institution to convert an illiquid asset, like a mortgage, into a liquid security (tradeable). In this post, we ...
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 ...
The recent correction in the markets has given us an opportunity to look at stocks which we earlier liked but went short of adding it in our portfolios because ...
The long term portfolio has seen a good return last year (see post). We don’t usually do any sudden moves on any stocks, and analyze them based on results ...
Bond markets seems to be in rough times. With the dollar at 72 and beyond, the debt markets have cracked big time. Look at the yield curve now, comfortably ...
In continuation to our annual report review series, in this post we review the annual report of Parag Milk Foods Limited (PMFL). Parag is in the diary business ...
At Capitalmind, we currently run 4 portfolios : Long Term Portfolio which is a market-cap agnostic portfolio comprising growth stocks that we believe shall ...
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 ...
