40 results for “Fact Sheet”

[Podcast] Investing in Unlisted Companies: What's the deal?

Are unlisted securities worth investing in? What are they? In this edition of the Capitalmind Podcast, Deepak and Shray dive into the world of unlisted securities, the complexities of investing in them, the different pluses and minuses you might want to know, and more...

Looking for the best smallcase to invest in 2024? Make sure you look at these five things first.

There are hundreds of smallcases to choose from. Each month brings a new list of smallcases showing great short-term returns. But that's not how you should pick which smallcase to invest in. Here's the definitive common-sense guide.

Macronomics: Should you lock in long term yields now?

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 point for the fixed income markets, where rates are up 2% (200bps) in 5 months. Should you be locking in these "juicy" rates?

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.

Podcast: Turbulent times - RBI thrives, Fed fumbles

. Markets are slaves of earnings and liquidity. Liquidity has taken prominence after the coronavirus outbreak. At first, central banks across the world increased liquidity by cutting rates and helping their populace to live through the pandemic. Then the after effects of increasing liquidity hit - increased inflation. Now, the same banks are sucking out liquidity by increasing interest rates to counter inflation. The looming after effect of increasing rates is the "r" word that is too pious to speak loudly. In this podcast, Deepak & Shray discuss the two central banks that impact us the most - RBI and FED (Federal Reserve System, USA). What makes this podcast interesting is that we are looking at everything from the lens of who does better - FED or RBI? .

What you know about inflation might be wrong

In this podcast, ▪️ We understand the practical concept of Inflation with examples ▪️ Impact of Inflation on your investments ▪️ Impact of Inflation on your daily lives, and how it impacts individuals differently ▪️ How the impact of interest rate change impacts the USA differently than in India ▪️ Hajaar practical examples and zero jargons

P2P lending in India. How does it work and are the risks worth it? (EP42)

How does P2P lending work in India? How safe is P2P lending? Deepak and Shray explore how the industry works, the risks involved and whether the returns are enough to justify the risks.

EP39: Why we run a PMS and how we do it differently

What is a Portfolio Management Service? How does it really work? Do they actually benefit their clients? In this episode, Vashistha and Deepak explore PMS' through their experience of running one at Capitalmind. They explain how the operations work, the pros and cons of different fee structures, quantitative strategies and how PMS' are different from AIFs, Mutual Funds and Smallcases.

Podcast EP37: The hidden risks to the financial system

Are the recent problems - GME, Greensill and Archegos - signs of a damaged financial system that is so terribly fragile that a slightly bigger disaster can easily crush us? Like what Covid has done to the world's health system, are there more hidden risks in our financial system that can trigger a repeat of 2008? In this episode, Deepak and Shray explore what's happened in the US over the past few months, and examples of hidden leverage within India - Karvy, Zee, DHFL and Harshad Mehta.

Mayhem of March'21 | CM Chase monthly update

Foundations of health for the wealth-walas, with LiveAltLife

Deepak invites Vivek Subramanyam of LiveAltLife to discuss the one thing without which wealth means very little - health. Vivek breaks down the foundations of health to help avoid or even reverse lifestyle diseases as Deepak draws paralells on human behavior from the world of investing.

CM Chase Monthly Fact Sheet | Feb 2021

CM Momentum Monthly Fact Sheet: Feb 2021

How the Govt borrows and why you should lend to them directly

Chase Monthly Fact Sheet: Jan 2021

January 2021 turned out to be an interesting month, where we had a long trade which continued from last week of December'20 to mid of Jan'21. For Chase long trades matter more than short ones. A week of choppiness, which we expected after a longish trade and then market started cracking. The fall in the markets was largely hedged by the active futures component.

Momentum Monthly Fact Sheet: Jan 2021

Markets retraced a bit in the first month of the year ending -2.5% down. Capitalmind Momentum was marginally up at +1.4%. Read on for a quick take on how the Momentum portfolio performed in January 2021.

How Capitalmind Portfolios did in 2020

Capitalmind subscribers get access to five core portfolios (three equity, one debt, and one index+Futures strategy). Each one is designed for distinct risk-return profiles and plays a role in an individual's asset allocation framework. In this post, we summarise the performance of the portfolios and other short-term ideas we closed in 2020.

Chase Monthly Fact Sheet: Dec 2020

Momentum Monthly Fact Sheet: Dec 2020

The monthly performance update for the Momentum Portfolio in the last month of 2020. Momentum returned just over 7% for the month more-or-less matching the broader markets.

Momentum Monthly Fact Sheet: Nov 2020

Being up 3-odd percent should normally be an acceptable month but 2020 has hardly been a "normal" year. That is when compared to the index which was up 11% in November. Going by November performance, a more appropriate name for this portfolio should've been the Drowsy Portfolio. But we'll hold off on renaming the portfolio just yet.

Chase Monthly Fact Sheet: Nov 2020

November saw an upwards of thousand point move in the index, and we managed to capture close to 800 points of it, making it one of the most profitable months after July'20.

Chase Monthly Fact Sheet: Oct 2020

Returns Update October started on a positive note, with the index touching 12,000, of which the system could capture close to 600 points on the active component, then came the whipsaws, taking us out of trades, leading to one of the longest losing streaks of the year. With losses kept in check, we managed to close the month positive.

Podcast #33: Momentum Investing, Unintuitive yet Effective

In this episode of the Capitalmind Podcast we discuss what is momentum investing, the key research by academics and practitioners that started the exploration into this strategy, the two schools of thought that explain why it exists. How it applies to Indian markets, and our analysis into whether it has worked. Also the downsides of momentum, both real and perceived, and in what ways it can be a good counterweight to a bottom-up fundamentally picked portfolio. We close with how we manage the Momentum portfolio at Capitalmind, and the differences between the Premium and the PMS Momentum portfolio.

Chase Monthly Fact Sheet: Sep 2020

September 2020 Monthly Update for the Capitalmind Chase Strategy

Axis Global Equity Alpha Fund of Fund: Should you invest?

Axis Mutual Fund has launched an NFO (New Fund Offering) for a Fund of Funds investing globally. The NFO is open from 4th to 18th September 2020. We took a look to see if it makes sense for investors. Investing globally should be an essential part of an Indian investor's asset allocation strategy. But the Schroder Global Equity Alpha Fund (the underlying fund this Fund of Funds invests in), has struggled to beat its benchmark over the long term. Investors are better off picking lower cost funds that invest globally, but passively.

Motilal Oswal's S&P500 Index Fund: Should you Invest?

Podcast #25: How do you invest through a panic?

Podcast #24: How big is LIC anyway?

Podcast #21: The amazing rise of passive and what you need to do about it

Podcast #16: What Broke Karvy and How Zerodha is Shaping the Future of Broking

Podcast: How Slow Is The Indian Economy? (Episode-8)

Podcast: The Investor Wants to Know (Episode-7)

Podcast: Momentum- The Anomaly that Persists (Episode-6)

Podcast: Anupam Gupta on Regular Investing and Where To Focus

Podcast Episode 2: Are Index Funds Outperforming Actively Managed Funds?

Introducing The Capitalmind Podcast: On Debt Mutual Funds Taking Losses and What You Can Do About It

On Slack: Rajasthan’s Land Bill Unlocks Dead Capital, Uber not Buying Ola, Insists Company, The Seemingly Trivial Realities Behind Tata Consultancy Services’ Massive Trade Secret Lawsuit and much more...

Is The TCS Bonus a Way To Show Their Severance Payouts? Slowest Headcount Growth in a While, Stock Falls 4% on Falling Revenue Growth

Chart Of The Day: UTI Sunder Goes Berserk

ICICI FMPs rated AAAf - What does that mean?