PrimeInvestor - Articles and Reports

Whatโ€™s next for HDFC MF investors
Commentary
Aarati Krishnan

Whatโ€™s next for HDFC MF investors

Chief Investment Officers (CIOs) or star fund managers bidding goodbye to an AMC, or even the MF industry, has become a commonplace occurrence in India. The recent bull market has seen many well-known fund managers, from Kenneth Andrade of IDFC to Sunil Singhania of Nippon quit their MFs to seek greener pastures in managing PMS schemes or AIFs.ย 

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Three use cases where g-secs score
Bonds & Deposits
Aarati Krishnan

Three use cases where g-secs score

As a part of PrimeInvestorโ€™s bond recommendations, weโ€™ve been highlighting attractive investment opportunities in government securities (g-secs) in recent months. We actively track primary auctions of government bonds on the RBI Retail Direct platform to give you these calls. (Read this article on how to buy G-Secs)

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Are we at market capitulation?
Markets
Aarati Krishnan

When the last bull throws in the towel: Are we at market capitulation?

Capitulation marks the end phase that puts a full stop to a bear market and lays the foundation for the next bull phase.ย 

Capitulation is a phase when the sentiment turns so negative that the bellwether indices, stock prices and stock valuations plunge to levels which fundamental analysts didnโ€™t even imagine! When Warren Buffett asks you to โ€˜buy when thereโ€™s blood on the Streetโ€™, it is the capitulation phase heโ€™s referring to.

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SBI perpetual bonds
Bonds & Deposits
Aarati Krishnan

Private bond recommendation: SBI perpetual bonds series 2019-20

Market yields on government bonds have been rising quite sharply in recent months, with short-term yields rising to narrow the gap with long-term yields. However, for investors with surpluses to invest for 2-3 years, the options are still somewhat limited.ย 

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Four passive debt funds to invest right now
Premium
Aarati Krishnan

Four passive debt funds to invest right now

Not so long ago, if debt investors in India wanted to get a 7% plus return, they had to go to post office schemes with (poor service and) a long lock-in period like the PPF or GOI Floating Rate Savings Bonds with a 7-year lock-in period. These options, apart from the difficulty of accessing them, required investors to sacrifice liquidity for returns.ย 

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LIC IPO, LIC, IPO analysis
Stocks
Aarati Krishnan

IPO Review: LIC IPO โ€“ 3 factors to consider before subscribing

The Indian government, deciding to take its chances with market moods, has launched the long-awaited IPO of Life Insurance Corporation of India (LIC). This is entirely an offer for sale by the government to offload 3.5% of its holdings (2.21 crore shares) to the public, at an offer price band of Rs 902-949.ย  LIC will not receive any proceeds from the sale. Retail bidders will get a Rs 45 discount while LICโ€™s policyholders will get a Rs 60 discount.ย 

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How to ride the rate upcycle
Bonds & Deposits
Aarati Krishnan

How to ride the interest rate upcycle

Indian debt investors have been handed a raw deal in the last three years. Though inflation has been rising and market interest rates edging up, the Reserve Bank of India (RBI) and the Monetary Policy Committee (MPC) were doing their level-best to keep a lid on interest rates, to protect borrowers in a Covid-hit economy.ย 

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money-minded, A womanโ€™s guide to being money-minded
General
Aarati Krishnan

How women can manage money

This women’s day, we decided to urge women to be more money-minded, by sharing the lessons that weโ€™ve personally learnt from managing our own money for the last 15-20 years. If you missed our Twitter Spaces on why women should be money-minded, here are the key takeaways.

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