Short Takes
Srikanth Meenakshi

Welcome to Prime takes – Short-takes on assorted things

We’re happy to get started with a new, experimental section in the PrimeInvestor platform. We are calling it ‘Prime Cuts’ – short essays published in an ad-hoc fashion (meaning, whenever we feel like 🙂 ) about things we find interesting.

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debt funds
Mutual funds & ETFs
Vidya Bala

Why your debt funds have negative returns and what to do

Most of you are now comfortable with the fact that gilt funds can deliver negative returns in the short to medium term when rates move up. We have also written about it here. But the negative return prevalent in the past month or so, across most debt fund categories has troubled many of you.

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Mutual funds & ETFs
Bhavana Acharya

Should you invest in balanced advantage funds now?

If you watched any cricket in the past few days, you could not have missed the ad from a prominent fund house, extolling the virtues of (their) balanced advantage funds. Whether its AMCs, fund managers, media, or your neighbour, the advice is that the best way to manage current markets is to add a balanced advantage/dynamic asset allocation fund to your portfolio. Should you?

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GME
General
Srikanth Meenakshi

GME and Investors in India

Are Indian investors starting to buy into the GME hype? How risky is it, and what could happen with this company’s stock? The background story and how it is playing it currently.

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corporate governance
Stocks
R Balakrishnan

Why corporate governance matters

Corporate Governance. Many investors, when they hear the term, visualize a theoretical concept that has to do with boring things like morals and ethics but doesn’t directly affect them. But corporate governance has a direct impact on the wealth you take home from investing in equities. Here we attempt to explain why.

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debt fund
Recommendations
Vidya Bala

Prime Recommendation: A debt fund for the new rate scenario

Two events have set the stage for a rise in yields, whether the RBI pauses or hikes rates. One, a few weeks ago, the RBI closed the tap that pumped liquidity into the system. That meant no more excess supply of money. This caused an immediate rise in short-term yields, causing mark-to-market losses in some funds over a week or two. In just 2 months, the 3-month government bond moved from 2.9% in December beginning to 3.36% now. This is a sharp move for a shorter tenure bond.
Two, Budget 2021 has decided to retain its market borrowing at Rs 12 lakh crore, same as the pandemic-hit year. It has also provided many novel measures to tap the debt market for infrastructure financing. The 10-year gilt yields climbed sharply as the budget was announced.

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General
PrimeInvestor Research Team

Budget 2021 – What’s in it for you?

Fiscal spending and debt funding appear to be the primary gears that Budget 2021 plans to use in full throttle – in the hope of reviving the economy.
The big picture first. Fiscal deficit at 9.5% of GDP for FY-21 will not ease any time soon. It will take a slow path to reducing to 4.5% by FY-26. What does this mean? The thus-far fiscally-prudent government has decided it is necessary to spend to spur growth, with a slow glide path to fiscal prudence. And the stock markets love this!

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Research Reports
PrimeInvestor Research Team

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

Our aim in reviewing the Prime Funds list every quarter is to ensure that we don’t miss any good opportunities that are coming up and we are not holding on to funds that are slipping. When we remove funds from the Prime Funds list, we tell you exactly what to do if you have invested in these funds.

Premium article available only to subscribers.

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agri-theme stock
Stocks
Aarati Krishnan

Stock Recommendation: An attractive earnings compounder

For investors seeking to play the agri-theme in India, the fertiliser industry must surely rank as the least attractive, with the government controlling selling prices of the end-product at artificially low levels (even in ‘decontrolled’ fertilisers), production losses met by Central subsidies, high import dependence for raw materials and the vagaries of the monsoon deciding sales.

Premium article available only to subscribers.

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Stocks
Vidya Bala

Stock recommendation: Stock to ride the IT transformation

The COVID-19 pandemic has increased the urgency of digital transformation for enterprises across the globe. And this has positioned the IT sector well to catapult growth over the next 2-3 years. This is our preferred IT stock pick.

Premium article available only to subscribers.

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