PrimeInvestor - Articles and Reports

will the correction continue
Categories
B Krishnakumar

Technical outlook: Nifty 50 โ€“ will the correction continue?

In our previous post on the outlook for the Nifty 50 index, we had shared the view that the Nifty 50 index could get into a short-term correction. In that post, in addition to the Nifty 50 trends, we had also made a mention of three sector indices โ€“ the Nifty IT index, Nifty FMCG & Nifty Bank โ€“ that could be instrumental in triggering short-term corrections.ย 

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PB Fintech, Policybazaar, paisabazaar
Categories
Vidya Bala

IPO review: PB Fintech (Policybazaar) โ€“ Should you invest?

At a time when the revenue models for many fintech startups are ambiguous, PB Fintech –ย  the company that houses Policybazaar and Paisabazaar – stands out. It has a clear revenue model driven by scalability that will likely pave the path to profits!

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fino payments bank
Categories
N V Chandrachoodamani

IPO Review: Fino Payments Bank Ltd

Fino Payments Bank arrives in the market today with an IPO – a public issue of Rs.1,200 crore comprising fresh issue of shares worth Rs.300 crore and offer for sale of shares worth Rs.900 crore by promoter, Fino Paytech, at a price band of Rs. 560-577 per share.ย  The issue opens on October 29 and closes on November 2. The proceeds from the fresh issue will go towards augmenting the capital base of the bank.ย 

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FSN E-Commerce Ventures
Categories
Aarati Krishnan

IPO Review: FSN E-Commerce Ventures (Nykaa)

FSN E-commerce Ventures, which operates e-commerce platforms in the beauty and fashion spaces under the brand name Nykaa, is launching a Rs 5,350 crore IPO that comprises a fresh issue of shares of Rs 630 crore and an offer for sale of Rs 4,720 crore.

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Are equity markets overheated
Categories
N V Chandrachoodamani

Are equity markets overheated?

Are equity markets overheated?ย  Is it time to book profits or is it actually a good time to invest given the exuberance? These may be just some of the questions running through the minds of investors.ย  This article delves into various factors to assess whether the stock market is indeed over-valued, what could go wrong with markets at rich valuations and what investors can do to protect their wealth.

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credit rating
General
R Balakrishnan

What they donโ€™t tell you about credit ratings

I was privileged to be part of the beginnings of the credit rating industry in India. From being an unwanted pest in its early days, the industry is now the favourite whipping boy for regulators and investors, who have blindfolded themselves with wrong notions about the role of credit rating agencies.

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tata group
General
N V Chandrachoodamani

Prime update: The Tata groupโ€™s โ€˜clean energyโ€™ club

The Tata group recently announced the investment of global PE major TPG (formerly Texas Pacific Group) in the electric vehicle (EV) arm of Tata Motors at a valuation of $9.1 billion (about Rs.68,000 crore) recently. Not surprisingly, the stock of Tata Motors soared 25% on the day of the deal announcement.

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Mutual funds & ETFs
Bhavana Acharya

Prime Recommendation: A fund to move with the market

With the Sensex hurtling past the 60,000-mark and showing few signs of slowing down, you may be getting increasingly jittery about stock markets. If youโ€™re wondering where in this market to invest and how to move with the market, then we have an option.

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financial space disruptor
Categories
N V Chandrachoodamani

Prime Stock Recommendation: A financial space disruptor

Indiaโ€™s credit growth remains in single digits even as the economy is recovering from the pandemic. This poor credit growth comes on the back of prime borrowers migrating to bond markets and retail depositors and borrowers finding fintech alternatives attractive. These are but some indicators that India’s universal banks are set to face considerable disruption going forward.

Premium article available only to subscribers.

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Research Reports
PrimeInvestor Research Team

Quarterly Review โ€“ Changes to Prime Portfolios

We’ll explain the Prime Portfolios where we have made changes in this review cycle and the reasons for the same. We’ll also tell you what to do with existing investments in the portfolios.

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Value of independence - a response to our critics
Short Takes
Vidya Bala

Value of independence – a response to our critics

A recent ET Wealth study done jointly with us, had many of our distributor and advisor friends lash out at us on social media. The same happened some months ago when we took a firm call on Franklin funds. We thought we should not react but since this appears to be repeating, we decided to โ€˜respondโ€™.ย 

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