Categories Archives - Page 18 of 48

Stocks

FMCG sector: Pressures mount on earnings and valuations

When markets are in a correcting mode, one sector that jumps to mind for its ‘defensive’ qualities is the FMCG sector. With their staple business, non-discretionary spending holds revenues in good stead. But FMCG companies have instead corrected about 20% from their October ’21 peak. Against the Nifty 50, they have been underperformers over the past two years. So, what gives?

N V Chandrachoodamani June 5, 2022 4 Comments

Recommendations

Prime recommendation: Book profits on this equity fund

We had taken a positive view on commodities early on, and added the theme through our ‘Economic Revival’ category under Thematic Investing since our inception in January 2020. But we added a commodity fund as part of the Strategic/thematic section in Prime Funds later in March 2021. The call was a bit late but yielded good results. Now we would like to alert you to book profits on this equity fund (NOT sell) and prune it back to your original capital.

Vidya Bala June 2, 2022 6 Comments

An income option for under 5-year time frame

Bonds & Deposits

An income option for under 5-year time frame

When bond yields started their upward move this year, we started giving calls on G-Secs and SDLs auctioned on the RBI Retail Direct portal. We have one more such call today for those looking for regular income flow for the next 4.5 years.

Premium article available only to subscribers.

PrimeInvestor Research Team May 31, 2022 No Comments

Recommendations

Debt fund opportunities – the category that’s at a low

The headlines now are devoted to sliding equity markets and stock opportunities to ‘buy the dip’. But that’s not the only window of opportunity to make the most of a correction. With the hike in repo rates earlier this month and a clear path now for higher rates, debt markets too offer scope for timely investments.

Bhavana Acharya May 29, 2022 21 Comments

Insurance

Insurance review – A policy for all ages

This policy for all ages fits the bill with good coverage and all the benefits that a health policyholder would seek.

Bipin Ramachandran May 26, 2022 13 Comments

Stocks

Stock update: Results analysis on our niche capital goods pick

In September last year, we had given a Buy call on a unique capital goods player that has delivered in a tough market, that has picked up newer opportunities and has the potential to grow well. With the March 2022 quarter results out, markets have reacted.

Premium article available only to subscribers.

Vidya Bala May 25, 2022 No Comments

Commentary

Governance at mutual funds: What you should know about the inside workings

While one doesn’t know enough yet to comment on the veracity of these allegations, this does shine the spotlight on the issue of governance at mutual funds. There’s a lot of song and dance on whether listed public companies are managed in the interests of their shareholders. But what about mutual funds?
MFs are essentially custodians of public money, where both profits and losses are entirely passed on to unitholders. I give money to a fund manager to deliver a certain return from an asset class. But I am paying a fixed fee to him which he gets whether he does better or worse than the market. This pass-through nature of mutual funds means that the unitholder is most affected when the fund is mis-governed or mis-managed.

R Balakrishnan May 24, 2022 2 Comments

Our response to your comments on our Axis fund call

Commentary

Our response to your comments on our Axis fund call

We upset a few of you with our call on some of the Axis funds last week 😊 Some of you commented on the blog and others raised tickets. We thought it would be better for us to respond through an article for the benefit of others as well.

Vidya Bala May 23, 2022 30 Comments

Adani and Holcim cement the deal – now what?

Stocks

Adani and Holcim cement the deal – now what?

Last month, we analysed the cement industry in detail. In this analysis, we’d noted a few points – one, that there has been consolidation in the space, two, that companies had been deleveraging, and three, that margins have been under threat owing to pricier energy and inputs.

Pavithra Jaivant May 22, 2022 No Comments

General

Keeping up with the cryptos – Will ETH dethrone BTC as the largest crypto in 2023?

13.4 million% returns. I’m not joking. That’s the price move of Bitcoin (BTC) in the last decade between 2011 – 2021. Now you know why you’ve been hearing so much about crypto in recent years and also the reason behind many millennials and Gen Z kids flocking towards these virtual digital currencies. In traditional finance, one has to take a 30% additional risk and invest in moderate risk equity mutual funds for an additional 5 -10% returns that equity might deliver over and above the risk-free rate.

Anush Raj P May 21, 2022 No Comments

Commentary

What to do with your Axis mutual funds?

Axis Mutual Fund issued a public notice removing and replacing two of its fund managers, Viresh Joshi and Deepak Agarwal, from seven of its schemes — Banking, Technology, Consumption, and Nifty ETFs and Axis Value, Quant and Arbitrage Funds. This move was accompanied by speculation that the managers were suspended on front-running charges. Axis Mutual Fund hasn’t explicitly mentioned front-running charges, but it has confirmed that it has been investigating “potential irregularities” with the help of external advisors.

Vidya Bala May 19, 2022 19 Comments

Stocks

Nifty 50: what now?

In our previous update on the Nifty 50, we had indicated that the short-term outlook for the Nifty 50 index was bearish and a drop to the March lows of 15,900 was likely. The subsequent price action has been in sync with our expectation and the Nifty dropped to a low of 15,735 last week. The key question now is whether the worst is over and whether we are now headed to fresh highs in the Nifty.

B Krishnakumar May 17, 2022 9 Comments

FMCG sector: Pressures mount on earnings and valuations

Prime recommendation: Book profits on this equity fund

An income option for under 5-year time frame

Debt fund opportunities – the category that’s at a low

Insurance review – A policy for all ages

Stock update: Results analysis on our niche capital goods pick

Governance at mutual funds: What you should know about the inside workings

Our response to your comments on our Axis fund call

Adani and Holcim cement the deal – now what?

Keeping up with the cryptos – Will ETH dethrone BTC as the largest crypto in 2023?

What to do with your Axis mutual funds?

Nifty 50: what now?

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