PrimeInvestor - Articles and Reports

A new approach to gauge market mood - The Nifty VMI tool
Markets
Vidya Bala

A new approach to gauge market mood – The Nifty VMI tool

โ€œIs this a good time to invest in the market?โ€ This is a question that many of you ask us when you want to deploy additional money. Gauging market mood is never easy and this is often done mostly by short-term traders. When investing for the long term, we typically tell you that it is best to invest in phases and avoid trying to time the market. Investing in phases (or call it SIP) and holding for the long term can help contain downsides and it is a proven strategy.

Read More
Technical outlook โ€“ where the Nifty 50 could be headed in 2023
Markets
B Krishnakumar

Technical outlook โ€“ where the Nifty 50 could be headed in 2023

In the previous update on the targets for the Nifty 50, the expectation was that the index could head to the next target at 19,100. Contrary to expectations, the index has been in a correction phase in the past few weeks.ย In todayโ€™s report, thus, we try to assess both the short-term and the medium-term outlook for the Nifty 50 index.

Read More
Prime Debt outlook 2023: Handling a rate pause
Bonds & Deposits
Aarati Krishnan

Prime Debt outlook 2023: Handling a rate pause

After bungee jumping off a cliff, it is good to wait for the adrenaline rush to wear off. Indian bond markets are in exactly this situation now. After falling sharply as rates rose, bond prices are pausing to take a breath. In our debt outlook last year we expected rates to continue their upward climb and recommended strategies to play this. During the course of 2023, we think interest rates could top out and stabilise. We tell you what this will mean for your debt portfolio.

Read More
Quarterly review: Prime Portfolios performance review & quarter changes
Mutual funds & ETFs
PrimeInvestor Research Team

Quarterly Review: Prime Portfolios performance review & quarter changes

Prime Portfolios are a set of 19 unique portfolios that meet over 30 different investor timeframes and needs. Prime Portfolios are listed under Ready-to-use-portfolios in the Recommendations dropdown. These portfolios primarily use mutual funds, but where there are better-suited products such as deposits or government schemes, the portfolios include those as well.

We review these portfolios every quarter and make changes to remove underperformers or to include any new investment opportunity or product that may come by. At the end of each year, we review the performance of key portfolios, in addition to discussing the changes we make.

Read More
Quarterly review - Changes to recommendations in Prime Funds and Prime ETFs
Mutual funds & ETFs
PrimeInvestor Research Team

Quarterly review: Changes to recommendations in Prime Funds & Prime ETFs

Prime Funds is our list of recommendations in equity, debt, and hybrid mutual funds that are worth investing in. Prime Funds narrows down your choices from the thousands of funds that there are, into a concise list of funds that span different styles. Prime Funds are selected based on performance, portfolios, and investment strategies.

In this quarterโ€™s review, we have added to equity funds to play themes that are ripe and made changes to the hybrid recommendations to include better return options. We have made minimal changes to our debt fund recommendations.

Read More
2023 - The year of the DIY investor
General
Vidya Bala

2023 – The year of the DIY investor

Wish you all a happy, healthy and prosperous 2023 from all of us at PrimeInvestor!
The first month of 2023 marks the completion of three years for us at PrimeInvestor. Thank you all for coming along with us on this journey! We couldnโ€™t have entered the investment marketplace at a better time, and hereโ€™s why!

Read More
Prime Funds performance in 2022
Mutual funds & ETFs
PrimeInvestor Research Team

Prime Funds performance in 2022

The close of another year means that itโ€™s the time we review how our recommendations have done. We published our Prime Stocks report card a few days ago. In this instalment, we cover Prime Funds performance in 2022

Read More
Prime Stocks performance review 2022
Stocks
PrimeInvestor Research Team

Prime Stocks performance review 2022

In this report, we look at the hits and misses of our Prime Stock calls this year and what we will do to add more value next year.ย 

Read More
Why you shouldnโ€™t fall for ESG pitches
General
Aarati Krishnan

Why you shouldnโ€™t fall for ESG pitches

โ€œWhy are the so-called expert investors in India so disinterested in ESG funds?โ€. A young investor asked me this question at a recent event and it gave me food for thought. It is true that at PrimeInvestor, we are not fans of ESG investing either. We donโ€™t go out of our way to cover ESG funds or โ€˜greenโ€™ bonds and deposits, unless they offer great returns.ย 

Read More
ULIP vs. Mutual Fund - where should you invest?
Mutual funds & ETFs
Pavithra Jaivant

ULIP vs. Mutual Fund โ€“ where should you invest?

As far as investment products go, ULIPs (short for Unit Linked Insurance Products) have the reputation of being the โ€˜bad boysโ€™. While investor wariness toward ULIPs in their earlier avatar was justified, they have evolved since their pre-2010 days following changes made by IRDAI. However, ULIPs have still not entirely managed to shake off their reputation. In this article, we pit the present day ULIP vs. mutual funds – and compare them on parameters such as their function, how they invest your money, liquidity, expenses and tax treatment and see how they stack up.

Read More
Technical outlook: Can the new Nifty 50 targets be extended?
Stocks
B Krishnakumar

Technical outlook: Can the new Nifty 50 targets be extended?

Itโ€™s been interesting times for the Nifty 50 in the past month! As we observed in the previous update, the Nifty 50 index remained bullish and managed to reach the first target of 18,640-18,700 zone that we had set. The index appears on course to reach even the second target of 19,100 mentioned in the outlook last month.ย 

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