PrimeInvestor - Articles and Reports

Technical Outlook - fresh targets for the Nifty 50
Premium
B Krishnakumar

Technical outlook: Fresh targets for the Nifty 50

A lot has happened since our previous market update, when we discussed if the worst was over for the Nifty 50. In that update, we had mentioned that the level of 17,850 on the upside and 16,900 on the lower end are the key markers to focus on. It was also highlighted that a breakout past 17,850 could pave the way for a rally to the 18,350-18,400 zone.
The Nifty 50 index has managed the latter, breaking above 17,850 and reaching the target zone of 18,350-18,400. The question now is what is in store for the Nifty 50 index. We will look at the short-term perspective here, to address this question.

Read More
The many facets of front-running and insider trading
Markets
R Balakrishnan

The many facets of front-running and insider tradingย 

SEBI (Securities Exchange Board of India) has levelled charges of front-running against two big institutions that may Indians are invested with โ€“ LIC and Axis Mutual Fund. Front running and its close cousin – insider trading – were quite widely prevalent in the days of yore, before SEBI drafted elaborate regulations to keep such practices at bay. But what do todayโ€™s investors need to know about these malpractices? Hereโ€™s an explainer.

Read More
Prime fund recommendation - a beaten down sector to pick up now
Mutual funds & ETFs
Vidya Bala

Prime Fund Recommendation: A beaten-down sector to pick up now

Getting into a sector when the going is rough can pay off as kinks get ironed out and prospects look up. The complexity of this sector, along with other factors, has led to steep underperformance against the Nifty 50. But with more clarity now emerging on sustainable growth from here as well as a shift in the contours of the sector, this may be an opportune time to build up exposure to this beaten-down sector.

Read More
Prime stock recommendation - an R&D focused company in the API space
Stocks
N V Chandrachoodamani

Prime Stock Recommendation: An R&D focused company in the API space

It has been a rough ride for the Indian API industry in the past 2 years. A combination of factors including price erosion in US generics, destocking, demand fluctuation, elevated raw material costs and freight costs have hit the margins of many API plays including market favourites such as Diviโ€™s, Laurus and Aarti Drugs. Their growth has also remained at low single digits in this period.
Still, if a company has managed to remain resilient in this period and yet corrected to valuations that make it attractive, it deserves to be noticed.

Premium article available only to subscribers.

Read More
4 metrics to choose the best index funds and ETFs
Mutual funds & ETFs
Aarati Krishnan

4 Metrics to choose the best index funds and ETFs

โ€œWhich equity fund should I buy?โ€ When asked an open-end question like this, most financial experts recommend an index fund. Choosing an index fund is supposed to be far easier than choosing an active fund from the hundreds of schemes. But the number and variety of index funds in India has mushroomed too. There are about 94 open-end equity index funds, while over 120 equity Exchange Traded Funds (ETFs) are listed on the exchanges. So, if youโ€™re thinking of buying an index fund, how do you choose the right one? Here are four metrics to choose the best index funds and ETFs.

Read More
Insurance recommendation - A healthy policy that ticks the right boxes
Insurance
Bipin Ramachandran

Insurance recommendation – A healthy policy that ticks the right boxes

Often, researching for your health insurance doesnโ€™t stop at finding a good insurer and policy. The sub plans, options, and addons under a policy warrant more research to find out the best combination for you and to help you squeeze out the most benefit from your policy.ย Today, we take up Bajaj Allianz Health Guard, with a wide range of sub-options that can make it better.

Read More
What has changed with REIT/InvIT taxation
Research Reports
Aarati Krishnan

What has changed with REIT/InvIT taxation

For Indian investors looking for regular income with the possibility of capital appreciation, Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InvITs) are good vehicles. These entities own a bunch of real estate or infrastructure assets that throw up regular cash flows and distribute over 90% of their cash flows to their investors. As both their income and the value of the real estate or infrastructure portfolio they own can rise over time, REITs and InvITs offer the prospect of rising income with capital gains.

Read More
Mankind Pharma IPO: Invest or avoid?
Stocks
N V Chandrachoodamani

Mankind Pharma IPO: Invest or avoid?

Mankind Pharma, which operates in the domestic pharmaceuticals space, opens its Rs 4300 core IPO today. The issue is priced at a band of Rs 1,026 – Rs 1,080 per share of face value Re.1/-.

Read More
Prime Fund Recommendation: A multi-asset fund for long-term portfolios
Mutual funds & ETFs
Bhavana Acharya

Prime Fund Recommendation: A multi-asset fund for long-term portfolios

Multi-asset allocation funds as a category are not easy to use. With funds in the category having the freedom to swing drastically between asset classes, the aspects to consider range from how asset allocation calls are taken, how much the allocation changes, whether this translates into returns, and finally what the taxation is going to be.

Read More
Prime Stock Recommendation - A pharma stock available at a bargain
Stocks
Pavithra Jaivant

Prime Stock recommendation: A pharma stock available at a bargain

Picking a stock in the pharma space is not easy. The businesses are complex and can leave you feeling like you are preparing for a mini-MBBS. Whatโ€™s more โ€“ no two companies are alike. To compound matters, it is also a heavily regulated space (and rightly so) with complex supply chains very often, heavily reliant on China. Not only do most end products have names that sound like tongue twisters but can be governed by complex patent regulations.

Premium article available only to subscribers.

Read More
Login to your account
OR

Become a PrimeInvestor!

Get stock & mutual fund recommendations

or
Have an account?
Login To Your Account
OR
Donโ€™t have an account ? Register for free