"I am recollecting my old days at Ambuja where we are of the very fast movers in the industry. Looking at consolidation way back in the late 90s and early ...
The RBI has raised rates by 0.5%, which seems quite expected, but it is quite positive in the way things have been put by the RBI. This is quite an interesting ...
India's consumption story makes some stocks attractive - and we're adding some in the Capitalmind Focused portfolio. We're deploying our cash now, and changing ...
CAMS, the ubiquitous bedrock for many mutual fund houses, is on a path to find future growth avenues in what it does best: being a back office for financial ...
Escorts is now third largest tractor manufacturer in India with a market share of 13%. Things are moving in right direction for the company as per the initial ...
Why are WE, folks who discuss active DIY direct stock portfolios and manage client funds in active portfolios in our PMS, talking up mutual funds? This is like ...
The speciality chemicals space has grown by leaps and bounds since 2015. Many companies in this sector have been multi-baggers and delivered spectacular ...
The time is right to increase our allocation to equities and reduce our cash levels. While the Nifty 50 is down -by 12%, some stocks have fallen by 25% to -50% ...
Since the rationalisation of fund schemes and categories in 2017 by SEBI, AMCs can offer one of Value or Contra Funds. There are 22 such funds today, 15 of ...
After the recent market correction, we believe the time has come to move from being cautious to being (a little) greedy. We've exited some fundamentally weak ...
