FSN E-Commerce Ventures
Categories
Aarati Krishnan

IPO Review: FSN E-Commerce Ventures (Nykaa)

FSN E-commerce Ventures, which operates e-commerce platforms in the beauty and fashion spaces under the brand name Nykaa, is launching a Rs 5,350 crore IPO that comprises a fresh issue of shares of Rs 630 crore and an offer for sale of Rs 4,720 crore.

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Are equity markets overheated
Categories
N V Chandrachoodamani

Are equity markets overheated?

Are equity markets overheated?  Is it time to book profits or is it actually a good time to invest given the exuberance? These may be just some of the questions running through the minds of investors.  This article delves into various factors to assess whether the stock market is indeed over-valued, what could go wrong with markets at rich valuations and what investors can do to protect their wealth.

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credit rating
General
R Balakrishnan

What they don’t tell you about credit ratings

I was privileged to be part of the beginnings of the credit rating industry in India. From being an unwanted pest in its early days, the industry is now the favourite whipping boy for regulators and investors, who have blindfolded themselves with wrong notions about the role of credit rating agencies.

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tata group
General
N V Chandrachoodamani

Prime update: The Tata group’s ‘clean energy’ club

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.

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Mutual funds & ETFs
Bhavana Acharya

Prime Recommendation: A fund to move with the market

With the Sensex hurtling past the 60,000-mark and showing few signs of slowing down, you may be getting increasingly jittery about stock markets. If you’re wondering where in this market to invest and how to move with the market, then we have an option.

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Prime Stocks: An update on a recommendation

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 …

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financial space disruptor
Categories
N V Chandrachoodamani

Prime Stock Recommendation: A financial space disruptor

India’s credit growth remains in single digits even as the economy is recovering from the pandemic. This poor credit growth comes on the back of prime borrowers migrating to bond markets and retail depositors and borrowers finding fintech alternatives attractive. These are but some indicators that India’s universal banks are set to face considerable disruption going forward.

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Research Reports
PrimeInvestor Research Team

Quarterly Review – Changes to Prime Portfolios

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.

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Value of independence - a response to our critics
Short Takes
Vidya Bala

Value of independence – a response to our critics

A recent ET Wealth study done jointly with us, had many of our distributor and advisor friends lash out at us on social media. The same happened some months ago when we took a firm call on Franklin funds. We thought we should not react but since this appears to be repeating, we decided to ‘respond’. 

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Changes in our FD strategy and new FD recommendations
Categories
Aarati Krishnan

Changes in our FD strategy and new FD recommendations

“When facts change, it is best to change your mind.” It is not clear if this pragmatic statement was made by John Maynard Keynes or Winston Churchill. But it definitely applies to the world of investing where one needs to scout for the best opportunities after factoring in constantly changing asset prices, interest rates, macroeconomic conditions and regulations.

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changes in Prime Funds
Research Reports
PrimeInvestor Research Team

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

If you have noticed the portfolios of dynamic asset allocation funds with a fundamental-only driven model, you will see them sporting net equity holdings of under 40% now. In a market where over 40% of the stocks have a price earnings ratio of over 50 times or no PE at all (i.e., the company is loss-making), dynamic asset allocation funds can draw little comfort in holding higher allocation to equity. 

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