The Tata group recently announced the investment of global PE major TPG (formerly Texas Pacific Group) in the electric vehicle (EV) arm of Tata Motors at a valuation of $9.1 billion (about Rs.68,000 crore) recently. Not surprisingly, the stock of Tata Motors soared 25% on the day of the deal announcement.
When a stock recomendation we give runs up sharply, what should be your course of action? Should you exit or should you hold or should you book profits? We have one of our stock recommendations that presents such a case. This note will tell you what needs to be done. Kindly take the time to …
Prime Stocks: An update on a recommendation Read More »
We’ll explain the Prime Portfolios where we have made changes in this review cycle and the reasons for the same. We’ll also tell you what to do with existing investments in the portfolios.
The Bharti Airtel rights issue has attracted attention for its sheer size of Rs 21,000 crore, next to Reliance Industries’ rights issue size of over Rs 50,000 crore last year.
None of these four books are particularly ‘PrimeInvestor’ topic – relating to personal finance or FinTech. Nevertheless, I thought I’ll share my thoughts on these books – 4 of them – in a brief note. Some of these books are quite popular, and all of them are worth your time, if the topic interests you.
What’s a corporate action? They include bonuses, stock-splits and buy-backs and are some of the most welcomed corporate actions. Bonus shares are considered as a reward in the form of free shares. Stock splits are generally taken to be a measure to increase the liquidity in a stock. Buy-backs generally happen at a mature stage in the life-cycle of companies when they want to return excess cash.
The balanced advantage category (called the balanced advantage/dynamic asset allocation category or BA/DAA) has received a lot of attention, after a whopping collection of Rs 12,000 crore by SBI Balanced Advantage during its recent NFO. This category is mostly seen as one that delivers equity returns with less risk or one that can be used as an income generation option – neither of which are quite right. In this report we get into detail about one of our already recommended funds in this space, while also explaining when and how to use a fund in this category.
Financial Freedom is a term that means different things to different people. But to simplify, can we call it the stage in one’s life when money is no longer a source of worry? This again means different things to different persons. A very rich man may be financially sated. An ascetic may also be in the same situation. So let me stop splitting hairs. Let us use this term with reference to people who are not born with a golden spoon (enough wealth for a few generations) and have to work for a living and make their way up the money tree. I suspect most of us will fall in this category.
International funds could have significantly improved your portfolio returns in the last 5 years, with their superior performance. Most of your questions revolve around which markets to choose and whether you should diversify across markets. Here’s what your choices are and how you can narrow them.
Our MF Review Tool is among the most oft-used products on our platform. In this tool, we give you buy/sell/hold calls on funds, along with a reasoning for the call. Where we give sell calls, we also direct you to the section in Prime Funds that’s the closest comparable to the ‘sell’ fund. Now, all this is fairly straightforward.
Cred Mint, as noted earlier, is a peer-to-peer lending platform. What this means is, simply put, people lending to each other by using an intermediary service. By using Cred Mint, a customer can either borrow or lend to other Cred customers at “attractive” rates. For lenders, Cred is promising interest rates “up to 9%”, which is significantly higher than bank FD rates today.
As an investor, your approach to analysing and choosing banking and finance stocks needs to be distinct too. In the first part of this article, I had dwelt on the CAMEL approach to deep-diving into a bank’s business.
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