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.

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stock portfolio
Stocks
Aarati Krishnan

How to build a stock portfolio

With our equity product Prime Stocks going live a couple of weeks ago, seasoned stock investors among our subscribers have begun sifting through our recommended list of Buys and stocks on our Watchlist.
But we’re also seeing questions pouring in from folks who are new to the concept of owning stocks directly and have owned only mutual funds or other kinds of investments so far.
If you’re new to stock investing or aren’t quite sure how our stock recommendations fit into your investment plans, we hope this article on constructing an equity portfolio will help you.

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Stocks
B Krishnakumar

Point & Figure charts – Identifying sector winners and losers

While the Nifty 50 index has seen a sharp pull back in the last few trading sessions, there has also been a tectonic shift in how individual sectors have fared versus the Nifty 50. Sector rotation is clearly the name of the game.

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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.

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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.

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Mutual funds & ETFs
Bhavana Acharya

Prime Recommendation – An ETF for uncertain markets

The Nifty 50 has rallied 16% in 1 year, the Nifty 50 PE is breaking past peaks, and you’re worried that this may be the end of the party and that you may miss further rallies if it isn’t the end. In uncertain markets like these, there’s a great option to both contain losses and generate returns.

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PFC bonds
Bonds & Deposits
Aarati Krishnan

Do PFC bonds make the cut? Which series to buy?

With bank deposit rates plumbing the depths, fixed income investors are hard-pressed to find investment options that can deliver better returns without big risks. Power Finance Corporation’s (PFC) retail offer of secured non-convertible debentures (NCDs) appears well-timed to capitalise on this need. But should you bite the bait? If yes, which of the 7 bond options is worth a look? An analysis.

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Stocks
PrimeInvestor Research Team

The PrimeInvestor approach to stock recommendations

Through Prime Stocks, our stock recommendation and research service, our aim is to make direct equity investing easier for you, by identifying a few portfolio holdings that can be long-term wealth creators.

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