PrimeInvestor - Articles and Reports

Prime stock recommendation - A steady player in the challenging API business
Stocks
Pavithra Jaivant

Prime Stock recommendation: A steady player in the challenging API business

Pharma companies in the API (Active Pharmaceutical Ingredient) space in India have struggled in the past couple of years, confronted by rising input costs, poor price realization and competition from China even while remaining dependent on China for inputs. All these also impact the even-otherwise modest margins.
Some of these challenges appear to be abating, providing an opportunity to pick select API players in the pharma space.

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Technical outlook โ€“ the Nifty 50 and broader markets
Markets
B Krishnakumar

Technical outlook โ€“ the Nifty 50 and broader markets

As observed in the previous update on targets for the Nifty 50, the index remained strong and also moved pretty close the target zone of 18,700-18,750. The index recorded a high of 18,662 on May 30 and has since been in a consolidation. In this update, we take a quick look at the short-term outlook for the Nifty 50 index and focus on a more detailed outlook for the broader markets and interesting sectors.

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Prime fund recommendation - A fund to play the small cap pick up
Categories
Vidya Bala

Prime Fund recommendation: A fund to play the small cap pick up

Mid and small-cap funds form a part of a long-term portfolio to boost overall portfolio returns. But there are times when these market-cap segments underperform for various reasons. The small-cap index spent much of nearly two years languishing behind the Nifty 50. This is now changing, serving up a good opportunity to focus on the small-cap segment.

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Prime stock recommendation - moving this small finance bank to a HOLD
Stocks
N V Chandrachoodamani

Prime Stock recommendation: Moving this small finance bank to a HOLD

With a return of over 50%, one of our stock recommendations โ€“ on a small finance bank โ€“ may now provide less entry opportunity for new investors even as existing investors can continue to hold it. Read to know what drove this small finance bankโ€™s stock to current valuations and what prospects it still holds.

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6 investment styles โ€“ which one suits you?
Stocks
Aarati Krishnan

6 investment styles โ€“ which one suits you?

Apart from the fund managerโ€™s skill, a hidden factor that explains such return differences is the investment styles in which each fund is managed. Right now, many of the funds that have managed to top the charts with a 16% return are value-style funds, while the laggards are growth-oriented ones.ย 

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Critical Illness Plan Review - Tata AIG Criti -MediCare
Insurance
Pavithra Jaivant

Critical Illness plan review: Tata AIG Criti-MediCare Insurance

We at PrimeInvestor, recommend reinforcing your insurance arsenal with a critical illness cover in addition to a hospitalization plan in order to secure your finances against medical emergencies. We have covered what you should look for when shopping for a critical illness cover in our earlier article titled โ€˜What to look for in a critical illness health planโ€™. We have also shortlisted a few critical illness covers in the market based on these criteria and reviewed them in detail.
The plans we have reviewed so far are:
Activ Secure Critical Illness Plan by Aditya Birla Health Insurance,
Criti Care policy by Bajaj Alianz General Insurance,
IFFCO Tokioโ€™s Critical Illness Benefit Policy and
Star Critical Illness Multipay Insurance Policy.
Here, we add to this list with our review of Tata AIGโ€™s Criti-MediCare Insurance.

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NFO Review - HDFC Defence Fund
Mutual funds & ETFs
Bhavana Acharya

NFO Review: HDFC Defence Fund

If thereโ€™s one NFO thatโ€™s trying to be a hop out of the regular, it is the HDFC Defence Fund. And with good reason โ€“ the defence space has been garnering increasing attention in stock markets with defence plays rallying. This open-ended thematic fund opens for subscription today.

HDFC Defence will be the only fund on the defence theme, making it differentiated from other sector offerings. Thereโ€™s also no denying the scope in the defence sector, especially after key changes in defence capex spending which focuses on indigenous procurement. So, can this NFO make a good portfolio addition?

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FMCG sector: At the crossroads
Markets
N V Chandrachoodamani

FMCG sector: At the crossroads

Around this time last year, we had analysed the FMCG sectorโ€™s March 2022 quarter earnings. At the time, the sector was grappling with twin headwinds of a demand slump and rising input costs. Valuations were still expensive. Most FMCG players have declared their results for the March 2023 quarter.

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