PrimeInvestor - Articles and Reports

short term money
Bonds & Deposits
Aarati Krishnan

Have short term money to park? Hereโ€™s a cast iron option

Lately, it is not just Indiaโ€™s stock market that has been hopping all over the place like an impatient child. The bond market has been doing it too! Indiaโ€™s 10-year government bond yield, which sets the benchmark for all other debt instruments, climbed vertically from 5.8% in July 2020 to 7.61% in June 2022. But after that, it has been unable to make up its mind on whether to climb higher or pause for breath.ย 

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Technical outlook for the Nifty 50
Stocks
B Krishnakumar

Technical outlook for the Nifty 50

In the previous update on the Nifty 50 outlook, we had flagged concerns about the overbought breadth in the higher time frame and that the breach of 17,300 would trigger a deeper correction with heightened volatility. This scenario is currently unfolding in the Nifty 50 index.

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Is it time to invest in US equities?
Markets
Aarati Krishnan

Is it time to invest in US equities?

US stock indices have started a fresh bout of declines. This has led smart investors to ask if they should be bargain-hunting US equities at this juncture. The answer depends on where the US economy and earnings are heading.

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US recession and IT sector slowdown โ€“ impact on our stock pick
Stocks
Vidya Bala

US recession and IT sector slowdown โ€“ impact on our stock pick

Will the Indian IT sector slowdown as a result of a looming recession in the US? This is the question that many of you have asked us on the back of a sharp 32% correction in the Nifty IT index from its peak in January 2022. The next question is whether our โ€˜buyโ€™ on one of the IT stocks is valid now and whether the same can be accumulated. We will try to answer these questions here.

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Small cap stocks how to spot your multibagger
Stocks
N V Chandrachoodamani

Small cap stocks: how to spot your multibagger

Small cap stocks never cease to generate interest with retail investors. Recently we had published an article titled โ€œHow to approach risky, but rewarding Smallcapsโ€ where Mr Balakrishnan gave some valuable tips on how to approach this space.ย 

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hot stock tip
Stocks
R Balakrishnan

Hereโ€™s a hot stock tip

Today, everyone seems to be part of Whatsapp groups, Telegram channels etc which specialize in giving stock tips. As an individual, it is an extremely demanding ask to keep searching for new stocks, new ideas etc. There is a constant bombardment of ideas and stock tips from the media- television channels, internet business websites, free data providers, charts, tipsheets and more.

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Affordable housing finance companies (AHFC): Small caps with big valuations
Stocks
N V Chandrachoodamani

Affordable housing finance companies (AHFC): Small caps with big valuations

While we generally look at lenders by their book size (advances) and network, the market has a different take when it comes to valuation and that has a significant impact on shareholder returns.ย AHFCs have become the market darlings in recent times over their conventional, broad based home lending counterparts, as reflected in their market valuations. So, what makes AHFCs market favourites?ย 

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Stock investing and the boiling frog syndrome
Stocks
Aarati Krishnan

Stock investing and the boiling frog syndrome

If you are interested in psychology or behavioural economics, youโ€™d surely have come across the boiling frog syndrome. The theory goes that if you try to dunk a frog in a pot of boiling water, it will immediately jump out. But if you place it in cool water and slowly heat up the pot, the frog will ignore the small changes in temperature and simply boil to death.ย 

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International funds โ€“ what are your options now?
Strategies
Bhavana Acharya

International funds โ€“ what are your options now?

Funds investing internationally were the flavour of the season all of last year. That changed in February this year, when funds hit the ceiling set by the Reserve Bank on how much they could invest in overseas securities. When we first explained the scenario, expectations were that this cap would be increased in due course and international funds could open up again.

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