23 results for “Annual report review”

Anchor: The Missing Piece in Your PMS Portfolio

This is the third and final article in our series on making a case for hybrid asset allocation. The first made a case for the need of a buffer. The second unpacked the four hybrid Mutual Fund categories. This one introduces Anchor, our new investment approach within Capitalmind PMS. Read on to know more.

Comprehensive Guide to Choosing the Best Portfolio Management Service (PMS) in India

Choosing the best Portfolio Management Service (PMS) in India requires a comprehensive evaluation of both objective and qualitative criteria. This guide provides a step-by-step comprehensive framework of Level 1 and Level 2 criteria to help investors select the right PMS aligned with their financial goals, risk tolerance, and investment philosophy. By considering factors such as SEBI registration, performance track record, risk management, and client service, investors can make informed decisions and enhance their wealth creation journey.

How the best investors deal with being wrong

The Art of Execution: How the world's best investors get it wrong and still make millions by Lee Freeman-Shor is one of the few investing books that focuses on how successful investors differ from the rest in how they deal with losing and winning portfolio positions. The book is based on the author's experience of having overseen many investment managers of varying styles managing his fund's money. The book has its flaws but its value is in two essential but ignored truths of investing: 1. Even successful investors are wrong, a lot 2. They make more money when they're right than what they lose when they're wrong

Podcast: Why SEBI should implement India's EDGAR and more

Recently, as of 7th September 2022, total Demat accounts in India touched the 10 crore mark. This is a staggering increase from 40 crore Demat accounts in Mach 2020. This alone is a testimony of increased participation and inclusion of individuals in Indian markets. More and more Indians, especially youngsters, are taking to investing in equities enabled by their smartphones - digital broking, increased information access, and social media influence. The whole securities (stock) market ecosystem has evolved immensely over the past decade and deserves a lot of credit for the recent growth in the participation of new investors. At the helm of the ecosystem sits our regulators who are responsible to enable, guide, protect and watch the market participants to ensure that we have a fair and thriving market. In this episode, Deepak and Shray talk about the role SEBI can play in shaping the future of the markets. They talk about data warehousing, data accessibility, regulatory enhancements, bond markets, disclosures & reporting, and a lot more that would make our markets more accessible.

EP40: How Smallcase helped create a new generation of investors

Episode 40 and we’re speaking to the fintech firm that just raised 40 Million dollars last week - Smallcase! Deepak sits down with co-founders Vasanth and Anugrah to talk about creating a new way to invest in stocks, investment lessons from the pandemic and what’s up next from the Smallcase team.

The Best of Capitalmind in 2020

Imagine telling someone back in March that equities are an essential asset class. Try telling someone now the foundation of a good investment plan is asset allocation which should include debt and gold in addition to equities. 2020 has been that kind of year. Where Markets moved at light speed, and we wrote about a lot of it. Here's a compilation of some of our best investment writing in 2020.

Podcast: The PMC Bank Debacle (Episode-10)

Banking Recapitalization: Kicking The Can Down The Road?

How Shady Corporate Governance Has Given India Inc. a Bad Name

Stocks and Stuff : What we wrote about of Stocks in 2018

Premium (Unlocked) - Annual report review : Balkrishna Industries (BKT)

As part of a new initiative we will review annual reports of companies. Annual reports of some companies are voluminous and lot of the material can be skimmed or skipped. We will highlight the important sections that one should look at while reading annual reports under this series.

Yes Bank : RBI Finds 5x More NPAs Than Bank Reveals, Bank Says It's Not Hiding NPAs

Now Free: How Other Funds Handled The Ballarpur Debt Default, and Why You Need To Exit Some Of Them

The Ballarpur Default had one big victim: Taurus Mutual Fund. But Taurus owned just 100 cr. or so of Ballarpur Debt. Was it the only Mutual Fund to have been caught unawares? Answer: no. There were at least four mutual funds holding Ballarpur Debt till November 2016. We look at each one.

Hero MotoCorp & TVS Motors Sales Contracts, Overall Industry Growth Remains Flat

We Reveal The Observations Made By US FDA’s Inspection Of Natco's Kothur Facility

On Slack: All Is Well, Black Or White, China Forex Reserves, Currency Crackdown, Indian Exceptionalism, Instant Redemption, Pureplay Brokerages and more....

On Slack: GST - A Constitutional Compulsion, Fixing The Plumbing, Gains Using The CAPE Ratio, Governance Controversies, Modern Money Theory, Sharpe Ratio & Beta and more....

Yes, Stocks Are Rocking, But Debt Mutual Funds Get All The Money

Private Insurers and Their Claims Rejection Ratios: Who Can You Trust?

Anuh Pharma's Good Manufacturing Practices (GMP) certificate withdrawn

On Slack: Standard Chartered loss, Gold Narrates the Real Story and more....

On Slack: Corporate Bonds, Aircel-Maxis-ED, RE Himalayan, New gold rule and more....

2015 in Review: The Top 10 Mid Cap Performers of the Year!