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Mutual funds & ETFs

Prime Recommendation: 2 floating rate debt funds for medium time frames

With interest rates being where they are – i.e., stable with no clear signs of a move upwards or downwards – you would wonder where you could hold investments meant for a 2-3 year timeframe. And many of you also wonder if the best option you have is to go for floating rate debt funds as they would have an edge over other debt fund categories.

Bhavana Acharya June 6, 2021 6 Comments

Stock Review : Mishra Dhatu Nigam (MIDHANI) – A material growth proxy on defence and space

In these reviews, we pick stocks that have rallied, or where businesses are interesting or changing, or where companies may be relatively unknown and so

N V Chandrachoodamani June 3, 2021 3 Comments

Logistics sector – Results review and Prospects

Even as the economy is battling with the second wave of Covid-19, supply chain appears to be smoother than when the pandemic began. After 2

N V Chandrachoodamani June 3, 2021 2 Comments

tata steel long products, stock review, prime review, tata steel

Stock Review: Tata Steel Long Products – A long shot on the steel cycle

The stock of Tata Steel Long Products (TSLP) offers an interesting case study on how a commodity business in an unexciting category can acquire scale,

N V Chandrachoodamani May 25, 2021 10 Comments

Stocks

Stock Review : Tanla Solutions – what explains the quick rise and what’s in store?

In these reviews, we pick stocks that have rallied, or where businesses are interesting or changing, or where companies may be relatively unknown and so

Anush Raj P May 25, 2021 10 Comments

Short Takes

OLD is GOLD for Music Stocks!

If you’ve been whiling away the hours listening to legends such as Lata Mangeshkar or Kishore Kumar, you’re not alone. And as you returned to

N V Chandrachoodamani May 21, 2021 2 Comments

General

“The Dhandho investor” – A review

We’ve heard of fusion music, we’ve heard of fusion cuisine, so why not a fusion book?

Colour me naive, but when I picked up ‘The Dhandho Investor’ – a book with an Indian author and an Indian name, I thought it would be about Indian markets and for Indian investors. It was not. Although the author is Indian, and there are many ‘Indian’ anecdotes in the book, it is aimed at an American audience.

But that should not stop you from grabbing it and reading it. It’s a delightful book – expertly written with ideas that you can use in any free market economy.

Srikanth Meenakshi May 20, 2021 2 Comments

Markets

Technical outlook: Is there steam left in mid-and-small caps?

The benchmark Nifty 50 index has been drifting lower since February 16, 2021 when it recorded a high of 15,431.8. While there has been some recovery in the past few weeks, the real action has shifted to the broader markets. Lots of stocks from the mid-cap and small-cap sectors have continued to seek higher levels even as the Nifty 50 index has been struggling in a broad range.

B Krishnakumar May 18, 2021 6 Comments

General

“The Millionaire Fastlane” – A review

repreneur forum that I follow, someone asked a question to the group – “Which books made you the most money?”. The answers that followed ranged across topics of investing to motivational to actual business books. But one book that got the most mention was this book by M J DeMarco titled, “The Millionaire Fastlane”.

However, people who commented on this recommendation seemed quite polarized. Some of them REALLY liked the book, and other others REALLY hated it.

So, I had to buy and read it. 🙂

I just finished it, and I have to say, I hated it.

But, if you read it, you may like it. And that’s ok. While not quite liking it, I could quite see why some people will really find it inspiring or at least, alluring.

In this review, let me give you a summary of what the author says, and tell you what I thought about the ‘fastlane’ he recommends.

Srikanth Meenakshi May 13, 2021 13 Comments

FMCG results, FMCG results update, results update, FMCG, Fast moving consumer goods

Markets

FMCG Results Update – A bumper Q4 is not a sign of what lies ahead

Most of the FMCG majors posted stellar numbers for the March 2021 quarter. But this performance has come by mainly due to favourable base effect.

N V Chandrachoodamani May 12, 2021 2 Comments

Stocks

Stock review: A healthy player in the diagnostics space

Growth estimates are being placed at a CAGR of around 10% for the next five years for the diagnostics sector, presenting a very attractive opportunity to players that are ready and able to take advantage. Dr Lal Path Labs is a leading diagnostics player, building up its presence outside its traditional stronghold of Delhi.

Pavithra Jaivant May 9, 2021 4 Comments