Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial

Archives

1 / 106

General, Premium Portfolio

The Focused Way of Investing: Our Four-Quadrant Strategy and FY24 Review

FY24 brought us a 42% gain in our Capitalmind Focused portfolio, gently outperforming the Nifty's 29%. It's been a bit of a rollercoaster, especially these ...
2BE21675-7B99-4728-B99D-8FA28B56F686.jpeg
General

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 ...
2BA65050-1644-457E-974A-02E860BF0AC5-scaled.jpeg
General

Zudio: The Story Behind Trent’s Meteoric Rise

Trent, part of the Tata Group, is transforming Indian retail with unique store concepts, trendy products, and focusing on customer satisfaction. This article ...
Trent-Featured-Image.jpg
General

[Podcast] RBI hits NBFCs hard with two new regulations

The RBI, often the silent architect of our financial landscape, has made strategic manoeuvres that reshape the terrain for banks, non-banking financial ...
V2C5-scaled.jpg
General

[Podcast] A Deeper Look into Asset Management in India

Join us on Capitalmind Podcast, where we demystify the world of finance without the jargon. In today’s episode, talk about the asset management industry in ...
V2C1-scaled.jpg
CM Strategy, General

Your own downside protection plan – Capitalmind No Downside Strategy 2024

This strategy works for someone who wants to capture 'almost' all of the upside of Nifty 50 but does not want 'almost' any downside. This 'almost', as you will ...
Group-7649.jpg
General

[Podcast] How money gets created in India

Ever wondered about the whole money thing – how it's made, where it comes from? Well, in this podcast episode, we're breaking it all down, and without using ...
V1C4-1-scaled.jpg
General

Capitalmind Premium League: Winners of 2023 and announcing 2024 edition!

Taking a cue from sports fantasy leagues in 2021, we initiated the Capitalmind Premium League (CPL) - a virtual stock picking contest for Capitalmind Premium ...
Premium-League.jpeg
General

[Podcast] Going gaga over options in India

 If you are even a little active on social media, especially Twitter, you would have witnessed the ...
V1C1-3-scaled.jpg
General

[Podcast] Should you invest in a PMS?

 Welcome back to the Capitalmind Podcast – a place where we dissect the nuances of finance and investing, in ...
V1C2-1-scaled.jpg