Adani and Holcim cement the deal – now what?
Stocks
Pavithra Jaivant

Adani and Holcim cement the deal – now what?

Last month, we analysed the cement industry in detail. In this analysis, we’d noted a few points – one, that there has been consolidation in the space, two, that companies had been deleveraging, and three, that margins have been under threat owing to pricier energy and inputs.

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Cement Industry
Research Reports
Pavithra Jaivant

Cement Industry: 5 things to know before you choose a stock

India’s cement industry has always been a good proxy for the core economy, with steady volume growth and players enjoying considerable pricing power unlike other commodities. With cement industry leaders such as UltraTech Cement, Ambuja Cements, Dalmia Bharat and Birla Corporation correcting between 10% and 20% in the last 3 months, could there be an opportunity? We take a deep dive into the cement industry to assess its prospects.

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textile sector, textile sector outperformance
Premium
Pavithra Jaivant

Sector analysis: What’s changing in the textile sector?

A long-forgotten sector that has made a big comeback in the most recent leg of India’s bull market is the textile sector. The rally was pretty hard to miss. The stock price of KPR Mills has more than doubled from July 2021 to January 2022 while Vardhman Textiles and Welspun surged over 60%. AK Spintex, a textile stock that has flown under the radar for a while, climbed nearly 190% in just the first two weeks of the new year, leaving many baffled. One-year stock returns have been in excess of 100% for many players. Here are the absolute stock returns on a few textile stocks.

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Digital Gold vs Gold ETF
Investment basics
Pavithra Jaivant

Digital Gold vs Gold ETF

Here we take a look at digital gold vs gold ETFs to see how they stack up. Many of the alternatives to investing in physical gold have been born out of a need to address one or more of the shortcomings of investing in physical gold such as liquidity and the costs associated with safekeeping.  The latest to join the bandwagon is digital gold.

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Gold Returns
Investment basics
Pavithra Jaivant

Gold Returns – How gold has delivered over the years and how returns compare against the Nifty 50

There is no denying the fixation us Indians have with gold.  But the good news is that this is probably one fixation that doesn’t need fixing! Gold returns can instead be used to benefit our investment portfolio, as it provides balance to an equity-and-debt portfolio. However, before adding gold to a portfolio, it is important to understand how gold returns have been in the past and the characteristics of gold returns. Not just that, given that there are many ways to invest in gold, using the right mode is essential to get the most out of gold returns.

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PPF interest rate history
Investment basics
Pavithra Jaivant

PPF interest rate history

One of the key factors that is most often looked at when considering it as an investment avenue, is the PPF interest rate history to get an idea of the returns one can expect. Here is a look at the PPF interest rate history, in the context of the other key features of the PPF scheme, and its positives and negatives.

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high beta stocks, What are high beta stocks
Investment basics
Pavithra Jaivant

What are high beta stocks

The very term ‘high beta stocks’, sounds exciting and adrenaline packed – well at least as far as investing goes. But how should beta be interpreted, what are high beta stocks and should high beta stocks find a place in your portfolio? These are some of the questions that this article delves into.

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What is IDCW in mutual funds?, Income Distribution cum Capital Withdrawal
Investment basics
Pavithra Jaivant

What is IDCW in mutual funds?

As a mutual fund investor, chances are you’re wondering what is IDCW in mutual funds. Investing in mutual funds can sometimes feel like an exam with a lot of multiple choice questions – regular plan or direct plan, growth option or IDCW.

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Best dividend paying stocks
General
Pavithra Jaivant

Best dividend paying stocks

How does one view and evaluate stocks to identify them as the best dividend paying stocks? Here is a look at the metrics that will and will not help in this evaluation.

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How to invest in gold
Investment basics
Pavithra Jaivant

How to invest in gold

Here’s looking at the different routes of how to invest in gold so you can pick the one that works best for you. The first thing that comes to mind when one thinks of how to invest in gold is jewelry. But in reality, jewelry is entirely the wrong answer for how to invest in gold.

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