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Changes in our FD strategy and new FD recommendations

Bonds & Deposits

Changes in our FD strategy and new FD recommendations

“When facts change, it is best to change your mind.” 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.

Aarati Krishnan October 7, 2021 14 Comments

Research Reports

Quarterly review – 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.

PrimeInvestor Research Team October 6, 2021 31 Comments

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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.

B Krishnakumar October 3, 2021 4 Comments

personal accident covers, best personal accident covers

Insurance

How to choose personal accident covers

Insurance policies are always purchased with the hope that they will never be needed. Personal accident covers are no exception. Many of us would rather not even think about accidents – but this shouldn’t stop us from thinking about protection for us and our dependents against the financial burden, in the eventuality that an accident does occur.

Pavithra Jaivant September 30, 2021 No Comments

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IPO Review: Should you invest in the Aditya Birla Sun Life AMC IPO?

If not the fund, should you invest in the fund house? The Aditya Birla Sun Life AMC IPO is open now, through which the AMC’s sponsors Aditya Birla Capital and Sun Life AMC will offload stake.

Bhavana Acharya September 28, 2021 2 Comments

General

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.

Srikanth Meenakshi September 28, 2021 No Comments

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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 ‘consumer durables’, while others called it a ‘computer and electronic manufacturer’. 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. Here’s why.

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Vidya Bala September 26, 2021 No Comments

Stocks

What are corporate actions and what do they mean for companies?

What’s a corporate action? They include bonuses, stock-splits and buy-backs and are some of the most welcomed corporate actions. Bonus shares are considered as a reward in the form of free shares. Stock splits are generally taken to be a measure to increase the liquidity in a stock. Buy-backs generally happen at a mature stage in the life-cycle of companies when they want to return excess cash.

N V Chandrachoodamani September 23, 2021 No Comments

Bonds & Deposits

How to play the SDL bond opportunity?

How to play the SDL bond opportunity?
It’s not an easy life for fixed income investors looking to earn decent yields today. With RBI regularly mopping up government securities through its G-SAP programme and also reining in yields on new issues, the 10-year government security has been caught in a range of 5.8 to 6.3 per cent for the last one year, despite elevated inflation.

Aarati Krishnan September 21, 2021 26 Comments

Commentary

NFO Review: HDFC Developed World Indexes FOF

This is the HDFC Developed World Indexes FOF, a fund that aims to track the MSCI World index. What’s this index, how does the fund plan to track it, and does it fit a portfolio? Let’s dig in.

Bhavana Acharya September 19, 2021 8 Comments

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Prime Stock Recommendation : A lesser-known niche bio-tech player

Specialty chemicals and API makers are the flavour of the season. Here is a lesser-known niche bio-tech player in the enzymes and probiotics space that is worth looking at. The world is becoming increasingly aware of the harmful effects of chemicals on health. Natural alternatives to boost the immune system are gaining traction…

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N V Chandrachoodamani September 16, 2021 No Comments

XIRR, Understanding portfolio returns using XIRR

Mutual funds & ETFs

How to calculate XIRR portfolio returns

This article delves into the ‘XIRR’ or extended internal rate of return and how it can be the best way to arrive at the returns on your portfolio that is unique to you, because two people can invest in the same fund but have very different returns.

Bipin Ramachandran September 16, 2021 No Comments

PrimeInvestor - Articles and Reports

Changes in our FD strategy and new FD recommendations

Quarterly review – changes in Prime Funds, our mutual fund recommendations

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

How to choose personal accident covers

IPO Review: Should you invest in the Aditya Birla Sun Life AMC IPO?

Four books

Prime Stock Recommendation: A unique capital goods play

What are corporate actions and what do they mean for companies?

How to play the SDL bond opportunity?

NFO Review: HDFC Developed World Indexes FOF

Prime Stock Recommendation : A lesser-known niche bio-tech player

How to calculate XIRR portfolio returns

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