PrimeInvestor Research Team, Author at PrimeInvestor

Research Reports

Quarterly review – changes in Prime Funds, our mutual fund recommendations

We are living in strange times. No, I am not talking of Covid-19. Your one-year returns of equity funds (across categories), at an average 31% between January to March 22, 2021, zoomed to an average 69% since March 23, 2021. In other words, 1-year returns suddenly doubled from March 23, 2021. If you recall, March 23 2020 was a market low. So, 1-year returns from March 23, 2021, have started looking abnormally high.

PrimeInvestor Research Team July 15, 2021 28 Comments

General

Franklin judgement – What’s said and what’s left unsaid

SEBI has come out with its order regarding l’affaire Franklin Templeton debt funds. The 100-page document is categorical in its indictment of the AMC and the ways in which these debt funds were managed. 2 messages are clear from the order: One, investor protection is paramount to the regulator. Two, fund managers and AMCs cannot take their fund management responsibility lightly.

PrimeInvestor Research Team June 8, 2021 3 Comments

Stocks

Stock recommendation: A solid company, a sharp fall, a great opportunity

Fears about a second wave of Covid more virulent than the first, have triggered a fresh bout of panic selling in the market. Stocks that may take a direct hit on their revenues and profits as a result of this have seen a correction. We think this presents a window of opportunity to add select high-quality stocks to your portfolio. We are providing a recommendation on one such stock that has seen a 21% correction from its peak in March.

Premium article available only to subscribers.

PrimeInvestor Research Team April 15, 2021 No Comments

Research Reports

Quarterly review – changes in Prime Funds, our mutual fund recommendations

Our aim in Prime Funds review is to ensure that we don’t miss any good opportunities that are coming up and we are not holding on to funds that are slipping. When we remove funds from the Prime Funds list, we tell you exactly what to do if you have invested in these funds.

PrimeInvestor Research Team April 11, 2021 25 Comments

Mutual funds & ETFs

Should you exit from ALL Franklin funds now?

Many of our customers have written to us asking whether they should continue with the Franklin Templeton funds that they hold. People are worried not just about debt funds, but about the future of their equity funds as well. These worries are not misplaced given recent developments at the fund house.
As readers of this space know, we have been tracking the performance of this fund house from a time well before the crisis relating to the decision to wind up six debt schemes unfolded. So, for us here at PrimeInvestor, this question of what to do with your holdings is not tough to answer.

PrimeInvestor Research Team April 7, 2021 49 Comments

General

Budget 2021 – What’s in it for you?

Fiscal spending and debt funding appear to be the primary gears that Budget 2021 plans to use in full throttle – in the hope of reviving the economy.
The big picture first. Fiscal deficit at 9.5% of GDP for FY-21 will not ease any time soon. It will take a slow path to reducing to 4.5% by FY-26. What does this mean? The thus-far fiscally-prudent government has decided it is necessary to spend to spur growth, with a slow glide path to fiscal prudence. And the stock markets love this!

PrimeInvestor Research Team February 1, 2021 11 Comments

Research Reports

Quarterly review – changes in Prime Funds, our mutual fund recommendations

Our aim in reviewing the Prime Funds list every quarter is to ensure that we don’t miss any good opportunities that are coming up and we are not holding on to funds that are slipping. When we remove funds from the Prime Funds list, we tell you exactly what to do if you have invested in these funds.

PrimeInvestor Research Team January 31, 2021 12 Comments

Stocks

Stock Recommendation: An attractive earnings compounder

For investors seeking to play the agri-theme in India, the fertiliser industry must surely rank as the least attractive, with the government controlling selling prices of the end-product at artificially low levels (even in ‘decontrolled’ fertilisers), production losses met by Central subsidies, high import dependence for raw materials and the vagaries of the monsoon deciding sales.

Premium article available only to subscribers.

PrimeInvestor Research Team January 21, 2021 No Comments

Stocks

The PrimeInvestor approach to stock recommendations

Through Prime Stocks, our stock recommendation and research service, our aim is to make direct equity investing easier for you, by identifying a few portfolio holdings that can be long-term wealth creators.

PrimeInvestor Research Team January 14, 2021 18 Comments

Mutual funds & ETFs

2020 – How our Prime Funds performed

For us here, at PrimeInvestor, it’s time to evaluate ourselves and see how we did and how our recommendations fared. And the primary yardstick we use to do so is to see how our Prime Funds performed, with respect to benchmarks and category averages.
In the stock market, even as the year closed out with gains, it is better classified as an abnormal year driven by liquidity. Such markets can be deceptive. It is best not to draw long-term lessons from this year! In the debt market, we saw policy rates crash below earlier floors. Returns soared for some categories, other funds fell to credit risks.

PrimeInvestor Research Team December 27, 2020 35 Comments

Mutual funds & ETFs

Franklin India case – what you should do now

In line with the judgement delivered by the Karnataka High Court, the Supreme Court has directed the Franklin India AMC to seek unitholders’ approval to wind up the schemes. The future of the schemes in the Franklin India case depends on the vote. So what is the vote about, and how should you vote?

PrimeInvestor Research Team December 5, 2020 23 Comments

Research Reports

Quarterly review – what’s new in Prime ETFs, our ETF recommendations

Prime ETFs is the list of ETFs that we recommend. This ETF list features both broad-market and thematic indices. We have only added ETFs in this quarter.

PrimeInvestor Research Team October 18, 2020 2 Comments

PrimeInvestor - Articles and Reports

Quarterly review – changes in Prime Funds, our mutual fund recommendations

Franklin judgement – What’s said and what’s left unsaid

Stock recommendation: A solid company, a sharp fall, a great opportunity

Quarterly review – changes in Prime Funds, our mutual fund recommendations

Should you exit from ALL Franklin funds now?

Budget 2021 – What’s in it for you?

Quarterly review – changes in Prime Funds, our mutual fund recommendations

Stock Recommendation: An attractive earnings compounder

The PrimeInvestor approach to stock recommendations

2020 – How our Prime Funds performed

Franklin India case – what you should do now

Quarterly review – what’s new in Prime ETFs, our ETF recommendations

About Us

Useful links

Legal/regulatory

Track us on social media

Become a PrimeInvestor!