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Premium: How the Reclassification of Equity Mutual Funds Impacts You: HDFC and ICICI Funds

This is in continuation with our earlier post titled “How the Reclassification of Debt Mutual Funds Impacts You: HDFC and ICICI Funds” What Are The ...
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Bond Baba: How the Reclassification of Debt Mutual Funds Impacts You: HDFC and ICICI Funds

Last year SEBI has released a circular for all fund houses to re-categorise their equity and debt funds under the headers mentioned by SEBI. The ...
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Premium: The High Priced Stock Portfolio: One Year Returns at 33%, and the 2018 Portfolio

A year ago, we at Capitalmind tested and showcased a concept of Investing – Investing in High Price Stocks. While a back-test had shown merit in investing in ...
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Taking Stock: A Deeper Look at APL Apollo Tubes Ltd

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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Macronomics: The Silent Interest Rate Hike Happening Today

  India’s been trying to control some crazy moves on bonds. Yields went up to 7.8% recently – the government was paying a lot more to borrow ...
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Uncle Theta: SEBI Gets Physical on Settlements

Uncle Theta is back after a long while to talk about the changing regulatory world of derivatives. There is a new concept that you now have to ...
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Fundas: Decoding the ROE – Part 2

This is a two-part post on a fundamental concept called the Return on Equity (ROE). Here is the first part. Now read the second:  In this post we will apply ...
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Fundas: Decoding the ROE – Part 1 

This is a two-part post on a fundamental concept called the Return on Equity (ROE). Here is the first part. Here’s a basic basic concept defined: ...
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Portfolio: Replacing 7 Stocks in Momentum Monthly Rejig

Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio and reshuffle the portfolio ...
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Buybacks Go Sour. But It Gives Us A New Idea For The Long-Term

We now recognize that buybacks are crowded trades and will not pursue them as a strategy or a special opportunity, except where the stock itself looks good ...
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