PrimeInvestor - Articles and Reports

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.

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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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Changes in our FD strategy and new FD recommendations
Categories
Aarati Krishnan

Changes in our FD strategy and new FD recommendations

โ€œWhen facts change, it is best to change your mind.โ€ It is not clear if this pragmatic statement was made by John Maynard Keynes or Winston Churchill. But it definitely applies to the world of investing where one needs to scout for the best opportunities after factoring in constantly changing asset prices, interest rates, macroeconomic conditions and regulations.

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changes in Prime Funds
Research Reports
PrimeInvestor Research Team

Quarterly review โ€“ changes in Prime Funds, our mutual fund recommendations

If you have noticed the portfolios of dynamic asset allocation funds with a fundamental-only driven model, you will see them sporting net equity holdings of under 40% now. In a market where over 40% of the stocks have a price earnings ratio of over 50 times or no PE at all (i.e., the company is loss-making), dynamic asset allocation funds can draw little comfort in holding higher allocation to equity.ย 

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correction in the Nifty 50
Categories
B Krishnakumar

Technical outlook: Can there be a correction in the Nifty 50?

This is the next update in our series on the outlook for the Nifty 50. Can there be a correction in the Nifty 50? You can read the most recent update on the Nifty 50 here. In that update, it was mentioned that the outlook for Nifty 50 was positive, and the expectation was a rise to targets at 16,695 & 17,156.

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four books
General
Srikanth Meenakshi

Four books

None of these four books are particularly ‘PrimeInvestor’ topic – relating to personal finance or FinTech. Nevertheless, I thought I’ll share my thoughts on these books – 4 of them – in a brief note. Some of these books are quite popular, and all of them are worth your time, if the topic interests you.

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A unique capital goods play
Categories
Vidya Bala

Prime Stock Recommendation: A unique capital goods play

If you screen for this stock under the capital goods sector in any screener, chances are that you will miss it. Because it is not your regular capital goods company. Some databases classify it under โ€˜consumer durablesโ€™, while others called it a โ€˜computer and electronic manufacturerโ€™. This company is none of these entirely but still some of these. But this outlier stock is a worthy one in the capital goods space. Hereโ€™s why.

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