Who wrote this article?

CM Team, Capitalmind's research team.

What topics does this article cover?

Quantitative Investing, Saturday Coffee, What we are Reading

What does the "🔆 Saturday Coffee Newsletter" section say?

Market Overview: Top indices & asset classes Quantifying Quality: Quantifying growth & high-quality insights Good Reads: 5 good reads on investing & finance Pop Quiz: Answer and win a cool prize!

[Newsletter] Quantitative Growth, 5 Good Reads and Weekly Quiz!

Brent has shot up in the past one month by 12% and surpassed the $85 mark. Nifty 50 and Gold slided slightly this week and they are up by 1% over the past month. Silver had a bad week with a 2.5% fall but it still had a better month.

5 Aug 2023CM Team2 min read

Quick Facts

What is "[Newsletter] Quantitative Growth, 5 Good Reads and Weekly Quiz!" about?: Brent has shot up in the past one month by 12% and surpassed the $85 mark. Nifty 50 and Gold slided slightly this week and they are up by 1% over the past month. Silver had a bad week with a 2.5% fall but it still had a better month.
What category is this article in?: General
Who wrote this article?: CM Team, Capitalmind's research team.
When was this article published?: Published 5 August 2023.
How long does this article take to read?: 2 min read
What topics does this article cover?: Quantitative Investing, Saturday Coffee, What we are Reading
What does the "🔆 Saturday Coffee Newsletter" section say?: Market Overview: Top indices & asset classes Quantifying Quality: Quantifying growth & high-quality insights Good Reads: 5 good reads on investing & finance Pop Quiz: Answer and win a cool prize!
What does the "Quantifying Growth & high-quality Insights" section say?: We manage two active portfolios that invest in long-term growth: Surge India in our portfolio management service Capitalmind Wealth, and Focused as part of our do-it-yourself offering Capitalmind Premium.

Market Overview: Top indices & asset classes
Quantifying Quality: Quantifying growth & high-quality insights
Good Reads: 5 good reads on investing & finance
Pop Quiz: Answer and win a cool prize!

What’s up with markets?

Only 3 indices were up this week while the market struggled. IT index was up by 3.1% over the week and gave some respite to its lousy performance over the past year. Pharma stocks have rallied tremendously over the past 1M and 3M timeframes.

Quantifying Growth & high-quality Insights

We manage two active portfolios that invest in long-term growth: Surge India in our portfolio management service Capitalmind Wealth, and Focused as part of our do-it-yourself offering Capitalmind Premium.

We believe India is perfectly placed to cash in on infrastructure improvements, booming consumer demand, import substitution, and surging financial sophistication.

As these trends unfold, our portfolios will continue to participate in India’s story by hunting for high-growth businesses aided by strong tailwinds.

In this post, we discuss how a quantitative approach to categorising growth coupled with high-quality insights can help build robust portfolios.

Bar chart showing annualized returns of growth strategies historically outperforming Nifty 50 TRI.

**Read: Growth Investing In India: A Quantitative Approach

What we are reading

The best financial wisdom throughout the ages. Read: The Greatest Investment Quotes [That Everyone Should Know]
Actor and science communicator Alan Alda shares his three rules of three for effective and empathic communication. Read: 3 rules to express your thoughts so that everyone will understand you
Are long-term investors losing out? Read: Cash Is No Longer Trash, but the Opportunity Cost Might Be Greater Than You Think
The beauty of stock market is provide space for the most optimist and pessimist point of views. The market takes everyone in its stride and its fascinating the see the conviction in both camps. Here’s an analysis that expects gloom in the next decade - Air Pockets, Free Falls, and More Cowbell
Do you think your tend to overspend? Read: If you want to spend less, pay cash…or with a mobile phone

Pop Quiz

Identify this Indian company.

2104 - Acquired Poland-based company named Gastronauci

2014 - Acquired Italian company Cibando

2015 - Acquired Seattle-based portal Urbanspoon

2015 - Acquired Turkey based firm Mekanist

2015 - Delhi-based startup MapleGraph and US based Nextable

2018 - Acquired TechEagle Innovations that works on drones

Hint: The company is also in news currently.

Hit reply to this email and answer.

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