PrimeInvestor - Articles and Reports

SBI perpetual bonds
Bonds & Deposits
Aarati Krishnan

Private bond recommendation: SBI perpetual bonds series 2019-20

Market yields on government bonds have been rising quite sharply in recent months, with short-term yields rising to narrow the gap with long-term yields. However, for investors with surpluses to invest for 2-3 years, the options are still somewhat limited.ย 

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Technical outlook: A sector index on the recovery
Stocks
B Krishnakumar

Technical outlook: A sector index on the recovery

We have been giving the outlook for the Nifty 50 over the past several months. With the market movements, there is no significant change that we can see from the stance explained in the earlier outlooks. Therefore, now, we turn our focus on two interesting sectors apart from the Nifty 50 โ€“ one thatโ€™s on the cusp of a recovery and the other.

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Catching a theme on the recovery
Recommendations
Bhavana Acharya

Fund recommendation: Catching a theme on the recovery

This week, weโ€™re issuing an invest recommendation on another theme thatโ€™s starting to break out of a long slump. This theme makes for a good portfolio differentiator as most other diversified equity funds, as yet, have not moved overweight by much on it.

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FMCG sector
Stocks
N V Chandrachoodamani

FMCG sector: Pressures mount on earnings and valuations

When markets are in a correcting mode, one sector that jumps to mind for its โ€˜defensiveโ€™ qualities is the FMCG sector. With their staple business, non-discretionary spending holds revenues in good stead. But FMCG companies have instead corrected about 20% from their October โ€™21 peak. Against the Nifty 50, they have been underperformers over the past two years. So, what gives?

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Book profits on this equity fund
Recommendations
Vidya Bala

Prime recommendation: Book profits on this equity fund

We had taken a positive view on commodities early on, and added the theme through our โ€˜Economic Revivalโ€™ category under Thematic Investing since our inception in January 2020. But we added a commodity fund as part of the Strategic/thematic section in Prime Funds later in March 2021. The call was a bit late but yielded good results. Now we would like to alert you to book profits on this equity fund (NOT sell) and prune it back to your original capital.ย 

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An income option for under 5-year time frame
Bonds & Deposits
PrimeInvestor Research Team

An income option for under 5-year time frame

When bond yields started their upward move this year, we started giving calls on G-Secs and SDLs auctioned on the RBI Retail Direct portal. We have one more such call today for those looking for regular income flow for the next 4.5 years.ย ย 

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Debt fund opportunities
Recommendations
Bhavana Acharya

Debt fund opportunities โ€“ the category thatโ€™s at a low

The headlines now are devoted to sliding equity markets and stock opportunities to โ€˜buy the dipโ€™. But thatโ€™s not the only window of opportunity to make the most of a correction. With the hike in repo rates earlier this month and a clear path now for higher rates, debt markets too offer scope for timely investments.

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niche capital goods pick
Stocks
Vidya Bala

Stock update: Results analysis on our niche capital goods pick

In September last year, we had given a Buy call on a unique capital goods player that has delivered in a tough market, that has picked up newer opportunities and has the potential to grow well. With the March 2022 quarter results out, markets have reacted.

Premium article available only to subscribers.

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Governance at mutual funds
Commentary
R Balakrishnan

Governance at mutual funds:ย What you should know about the inside workings

While one doesnโ€™t know enough yet to comment on the veracity of these allegations, this does shine the spotlight on the issue of governance at mutual funds. Thereโ€™s a lot of song and dance on whether listed public companies are managed in the interests of their shareholders. But what about mutual funds?ย 
MFs are essentially custodians of public money, where both profits and losses are entirely passed on to unitholders. I give money to a fund manager to deliver a certain return from an asset class. But I am paying a fixed fee to him which he gets whether he does better or worse than the market. This pass-through nature of mutual funds means that the unitholder is most affected when the fund is mis-governed or mis-managed.

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