PrimeInvestor - Articles and Reports

What the Budget means for bond investors
General
Aarati Krishnan

What the Budget means for bond investors

With the Budget done and dusted, most commentators have pronounced that it is a good Budget for stock markets but an awful one for bond markets. But in our view, whether you – as a bond investor – should celebrate or mourn post-Budget, will depend on your present portfolio allocation to bonds and the kind of bonds you own. Hereโ€™s how the budget affects your bond investments.

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sectors can benefit
General
PrimeInvestor Research Team

Budget 2022 โ€“ which sectors can benefit?

Several sectors can benefit from the above measures, but none to any major degree. So, we will restrict this article to a select few sectors that can benefit; these being sectors that we are also focusing on or watching for opportunities.

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30% Crypto tax
Short Takes
Srikanth Meenakshi

30% Crypto tax

The 30% Crypto tax is the Indian government at its passive aggressive best (or worst, depending on your view point). The text of this tax law coupled with what the finance minister said in the post-budget interview leads me to think that the government holds the crypto ecosystem in absolute disdain.

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Important Update: Change in our stock recommendation

We are moving this stock from a Buy to a Hold until we receive clarity on the funding plan and capex timeline. That means, those who have already invested in the stock may continue to hold, but avoid additional investments.

Premium article available only to subscribers.

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Curbs on international funds
Mutual funds & ETFs
Bhavana Acharya

Curbs on international funds – what you need to know

At play here are the RBIโ€™s limits on overseas investments and SEBIโ€™s rules. Here, weโ€™ll list out the concerns you would be having over these limits, what they mean, and what you should do.ย 

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Gold Returns
Investment basics
Pavithra Jaivant

Gold Returns – How gold has delivered over the years and how returns compare against the Nifty 50

There is no denying the fixation us Indians have with gold.ย  But the good news is that this is probably one fixation that doesnโ€™t need fixing! Gold returns can instead be used to benefit our investment portfolio, as it provides balance to an equity-and-debt portfolio. However, before adding gold to a portfolio, it is important to understand how gold returns have been in the past and the characteristics of gold returns. Not just that, given that there are many ways to invest in gold, using the right mode is essential to get the most out of gold returns.

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DSP Global Innovation Fund of Fund
Categories
Vidya Bala

NFO Review: DSP Global Innovation Fund of Fund

It is at this juncture, that DSP AMC has chosen to launch an NFO โ€“ the DSP Global Innovation Fund of Fund. And we think this NFO is trying to partly answer the above questions you have.

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drug discovery, drug discovery outsourcing, CRO, CDMO, CRAMS
Categories
N V Chandrachoodamani

Prime Stock recommendation : A preferred partner for drug discovery outsourcing

The company we have recommended is assisting global bio-pharmaceutical companies in the end-to-end process of drug discovery to manufacturing. There is an increasing trend within the global life sciences industry to partner with integrated contract research organisations that can provide customised and end-to-end solutions to both large conglomerates to young startup biotechs.

Premium article available only to subscribers.

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Interest rates, move out of equities
Categories
R Balakrishnan

Interest rates: Should you move out of equities?

Long-standing warnings by market gurus about the imminent popping of the stock market bubble seemed to come good, with interest rates for US treasuries spiking up sharply and triggering a fairly sharp correction in stock prices across the world. But why should stocks fall if interest rates rise and will such a rate hike impact India?

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silver ETFs
Categories
Aarati Krishnan

Do you really need silver ETFs in your portfolio?

These Silver ETFs intend to invest at least 95% of their assets in silver of 99.9% purity. They will benchmark themselves to the daily silver โ€˜fixingโ€™ – a benchmark price published by the London Bullion Market Association, translated into Rupees.ย ย 

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credit risk fund, best mutual fund, Prime Funds
Categories
Bhavana Acharya

Prime recommendation: A credit risk fund to tap better returns

Up until recently, we tended to avoid funds with any level of credit risk let alone pure credit risk funds. The domino effect of the 2018 IL&FS saga on other issuers, funds themselves trying to clean up their portfolios, the risk that the lockdowns imposed on corporate credit quality and the like kept us wary of entering the space.

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