Categories Archives - Page 13 of 41

Changes to Prime Portfolios, our readymade portfolios

Recommendations

Quarterly review: Changes to Prime Portfolios, our readymade portfolios

Prime Portfolios are a set of 19 unique portfolios that meet over 30 different investor timeframes and needs. Prime Portfolios are listed under Ready-to-use-portfolios in the Recommendations menu dropdown. These portfolios primarily use mutual funds, but where there are better-suited products such as deposits or government schemes, the portfolios include those too.

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PrimeInvestor Research Team April 12, 2022 No Comments

Research Reports

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.

Pavithra Jaivant April 10, 2022 2 Comments

Recommendations

Quarterly review – changes to Prime Funds, our fund recommendations

If there’s one trend that equity funds don’t seem to be shaking off soon, it is the performance divergence. Over the past few review cycles, we have been highlighting how up-and-coming funds have soared well past the earlier steady performers. Taking stock of the underperformers, the nature of market movements, and returns we have made some key changes to our equity funds in this review cycle.

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PrimeInvestor Research Team April 6, 2022 No Comments

Stocks

Prime Analysis: Impact of HDFC Merger & our recommendation

When good quality businesses get beaten down in the markets, unexpected corporate actions and events sometimes act as a trigger to their re-rating. Is the HDFC merger with HDFC Bank a positive?

Aarati Krishnan April 5, 2022 13 Comments

Stocks

Important update: Change in our stock recommendation

This is an update on a stock that is in our Buy list, owing to recent developments.

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PrimeInvestor Research Team March 31, 2022 No Comments

Auto Ancillaries: The EV disruption and how to pick winners now

Stocks

Auto Ancillaries: The EV disruption and how to pick winners now

The auto component or auto ancillaries space, though, features more listed opportunities. These companies supply critical components such as engines, transmission, axles, suspension, brakes, lighting, electronics and batteries to automobiles. It is a major manufacturing sector, accounting for 2.3% of GDP and employing 1.5 million people. Piggybacking on the fortunes of the auto industry and another way to play the space, the auto ancillary segment can offer opportunities. With over Rs. 4 lakh crore in market capitalisation, this sector has more companies in its fold to play the auto space.

N V Chandrachoodamani March 22, 2022 8 Comments

younger policyholders, A policy designed for younger policyholders

Insurance

Insurance review – A policy designed for younger policyholders

We’re starting our insurance review series with Star Health Young Star Insurance Policy. This is a policy designed for younger policyholders who are either single, or just married or in the early stages of their career.

Bipin Ramachandran March 17, 2022 2 Comments

update on Parag Parikh Flexi Cap and investing internationally

Commentary

An update on Parag Parikh Flexi Cap and investing internationally

In January, mutual funds investing overseas came up to a roadblock. As we had explained at the time on these curbs on international funds, Reserve Bank rules limit the amount mutual funds as a whole can invest in foreign securities. The cap stands at $7 billion for all foreign securities other than ETFs and $1 billion for ETFs. That $7 billion mark was close to being breached. And so, SEBI directed international funds to close off fresh subscriptions until a new limit could be worked out with the RBI. Please read our earlier article on this subject to understand the background.

Bhavana Acharya March 15, 2022 15 Comments

Prime Stock Recommendation: A play on urbanisation and premiumisation

Stocks

Prime Stock Recommendation: A play on urbanisation and premiumisation

Be it inside the home or office or in a family car or a metro rail, it is glass that protects you from the elements while allowing you to still see the outside world. Malls, commercial spaces and residential buildings all use more glass than in the past. The face of public transportation in cities is changing with the introduction of air-conditioned buses and metro rail systems. Wide glass windows, glass cubicle bathrooms and the big sunroof in SUVs are the fast-catching luxury trends. Simply put, glass is a proxy to economic growth aided by per-capita income growth, urbanisation and premiumisation with increasing use cases.

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N V Chandrachoodamani March 13, 2022 No Comments

Stocks

3 Prime Stocks to average now

The equity markets have been losing strength and seeing steady correction albeit with temporary rebounds. We thought this was a good time to revisit our stock recommendations, Prime Stocks, and see if you can have averaging opportunities in them.

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PrimeInvestor Research Team March 10, 2022 No Comments

Markets

Short term outlook for Nifty 50

Short term outlook for Nifty 50 : We have been voicing our concerns regarding how overbought the Nifty 50 index has been in the bigger time frame. And, we have been expecting a cool off or correction in the index for the last three months. The view shared in this post on the Nifty 50 outlook is playing out and the Nifty 50 index is reverting to its mean.

B Krishnakumar March 8, 2022 7 Comments

A privately placed bond with attractive risk-return pay off

Bonds & Deposits

Prime Bonds: A privately placed bond with attractive risk-return pay off

Last week, we announced the beginning of our coverage of privately placed bonds. Today, we’re issuing the first of such calls. The private issuance of this unlisted bond was done on March 4, 2022 and it is now available as a secondary sale of privately placed bonds. Our report and recommendation here is on this secondary sale.

Vidya Bala March 6, 2022 17 Comments

Quarterly review: Changes to Prime Portfolios, our readymade portfolios

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

Quarterly review – changes to Prime Funds, our fund recommendations

Prime Analysis: Impact of HDFC Merger & our recommendation

Important update: Change in our stock recommendation

Auto Ancillaries: The EV disruption and how to pick winners now

Insurance review – A policy designed for younger policyholders

An update on Parag Parikh Flexi Cap and investing internationally

Prime Stock Recommendation: A play on urbanisation and premiumisation

3 Prime Stocks to average now

Short term outlook for Nifty 50

Prime Bonds: A privately placed bond with attractive risk-return pay off

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