Manufacturing is back in favour in the stock market, largely driven by cyclicals such as auto, auto components, industrials and capital goods. In this report, we discuss in detail the prospects for the manufacturing space and how to play it through a thematic fund that we added a month ago in Prime Funds.
With fears of a global slowdown and US recession taking hold, many investors are asking the question – what should I do with my international funds? This FAQ attempts answers.
This article reviews the IFFCO Tokio Critical Illness Benefit Policy which we think ticks the boxes on simplicity and generous sum insured. Here is a detailed look :
In this analysis, we look at indices on the ‘Quality’ factor. There are two NFOs running now – DSP Midcap 150 Quality 50 Index fund (there’s already the ETF version of this) and Aditya Birla SL Nifty 200 Quality 30. These two indices join the Nifty 100 Quality 30 index, on which there is an already existing ETF (from Edelweiss).
The stock has corrected 15% since our recommendation. We initiated our call just a day before the Q4FY22 results when the industry scenario was getting significantly better for the General Insurance companies post Covid.
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.
Manufacturing is the new favourite keyword in the market. If you have noticed the narratives of many money managers as well as the portfolios of funds, you will find that the manufacturing space is gaining favour.
Indian investors can pay dearly if they choose to ignore regulatory risk. The risk of a regulator suddenly putting a spoke in the wheel of a sector or company that’s sailing along, cannot be quantified. It is a subjective assessment.
It is true that debt funds have been a washout in the past 3 years. For an investment of 1-2 years, FDs would have marginally (although not significantly enough) returned higher than liquid and ultra short duration funds.
Prime Stock Screeners help you narrow your stock choices by applying meaningful filters. If you are not sure what filters will help, our Premium screeners (see the second tab from the right on the above Screener link) – which are nothing but readymade screeners – will help you narrow your filter choices to specific parameters.
Eighteen months ago, it would have been difficult to imagine that there would be a time when debt investors in India would be spoilt for
If you are an investor looking to do your own stock research, then PrimeInvestor’s Stock Screener is the right tool for you. Prime Stock Screener
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