Research Reports Archives - Page 3 of 9

Strategies

Debt fund strategies for the current rate scenario

The Reserve Bank’s monetary policy on Wednesday served up another repo rate hike of 35 basis points, adding to the 190 basis points through this year. That takes the repo rate to 6.25% from the Covid low of 4%. The key driving factor behind the rapid rate hikes – that of inflation – still remains. The RBI has clearly spelt its commitment to bringing inflation within the target range, even in its latest monetary policy.
In this light, debt fund strategies you have now, to make the most of the current scenario, can be decided based on what you want:

Bhavana Acharya December 8, 2022 30 Comments

Bonds & Deposits

Prime Bond recommendation: An AT1 bond with high yield

At PrimeInvestor, we took an ultra-conservative approach to debt investments during Covid and just after it. But with economic recovery taking root, interest rates rising and credit offtake improving, we believe investors can shoot for higher yields by taking on some credit risk. Perpetual bonds from banks with sound financials are one option, offering good reward for risks taken. We are covering one such bond here.

Aarati Krishnan December 1, 2022 2 Comments

Stock review : An under-researched, niche, small-cap play

Stocks

Stock review : An under-researched, niche, small-cap play

A lot goes into making that piece of gold jewellery you see at your jewellers’. Or even the copper that goes into your two-and four-wheelers. The first step starts with mining these metal and mineral ores. The next is to crush the ore lumps into desired sizes and processing them in mills to extract the metal or mineral. This involves a lot of machinery such as crushers, screens and other mineral processing equipment. In mill equipment, there’s a critical component that protects the equipment to ensure longer life, reduce noise as well as downtime, and improve safety.

Vidya Bala November 24, 2022 5 Comments

Use this passive fund for your large-and-midcap exposure

Recommendations

Use this passive fund for your large-and-midcap exposure

A few weeks ago, we had written in detail the categories in which we think passive funds have become a necessity to keep your portfolio returns stable; even if you hold active funds. We made this call as performance of active funds were becoming relatively more inconsistent, in a few key categories.

Bhavana Acharya November 20, 2022 18 Comments

Stocks

Should you still bank on banking stocks? Earnings review and more

This earnings season, the standout performers come from the banking sector. While private banks led the revival in earlier quarters, this time around, performance is visible all round – across leading private banks to old private banks and PSU banks.

N V Chandrachoodamani November 3, 2022 5 Comments

Is it time to add passive funds to your portfolio?

Strategies

Is it time to add passive funds to your portfolio?

In any portfolio that features equity funds, the long-running debate is whether one should go for active or passive funds. We, on the other hand, have held that a portfolio can well feature both active and passive funds using each where it does best. Of late, we have also been of the opinion that there are some categories where you should have passive funds if you are to keep returns up – even if you hold outperforming active funds.

Bhavana Acharya November 1, 2022 14 Comments

Stock alert: A sell call on one of our recommendations

Stocks

Stock alert: A sell call on one of our recommendations

There are three reasons why we think investors may be better off looking at other opportunities at present.

Premium article available only to subscribers.

PrimeInvestor Research Team November 1, 2022 No Comments

GATI – aiming to be “ahead in reach” again

Stocks

GATI – aiming to be “ahead in reach” again

GATI is one of the oldest players in the domestic express logistics space with nearly 3 decades of existence. GATI was originally part of the assets of TCI (Transport Corporation of India), which was split between Mahendra Agarwal and his three brothers in 1998….

N V Chandrachoodamani October 20, 2022 5 Comments

Quarterly update – changes made to Prime Portfolios

Recommendations

Quarterly update – changes made to Prime Portfolios

Prime Portfolios are a set of 19 unique portfolios that meet over 30 different investor timeframes and needs. Prime Portfolios are listed under Ready-to-use-portfolios in the Recommendations dropdown. These portfolios primarily use mutual funds, but where there are better-suited products such as deposits or government schemes, the portfolios include those as well.

PrimeInvestor Research Team October 18, 2022 2 Comments

Bonds & Deposits

Should you invest in NHIT’s NCD offer?

With interest rates on fixed income options hitting rock-bottom in recent years, debt investors have been starved for reasonable yields. This is perhaps why the issue of Non-Convertible Debentures (NCDs) from National Highways Infra Trust (NHIT NCD), offering a yield which is a tad over 8%, is seeing such enthusiastic reception from investors, bond platforms and some advisors too.

Aarati Krishnan October 17, 2022 16 Comments

Recommendations

Quarterly review – changes to recommendations in Prime Funds & Prime ETFs

Prime Funds narrows the choice of the thousands of funds out there in the market into a list of 50-60 funds that you can pick from to invest. This quarter we have made some additions to gain from the renewed strength that the equity market is exhibiting, the recession fears in the US notwithstanding. There are some additions in the debt space as well, as yields moved up.

PrimeInvestor Research Team October 13, 2022 19 Comments

Markets

Is it time to invest in US equities?

US stock indices have started a fresh bout of declines. This has led smart investors to ask if they should be bargain-hunting US equities at this juncture. The answer depends on where the US economy and earnings are heading.

Aarati Krishnan September 29, 2022 33 Comments

PrimeInvestor - Articles and Reports

Debt fund strategies for the current rate scenario

Prime Bond recommendation: An AT1 bond with high yield

Stock review : An under-researched, niche, small-cap play

Use this passive fund for your large-and-midcap exposure

Should you still bank on banking stocks? Earnings review and more

Is it time to add passive funds to your portfolio?

Stock alert: A sell call on one of our recommendations

GATI – aiming to be “ahead in reach” again

Quarterly update – changes made to Prime Portfolios

Should you invest in NHIT’s NCD offer?

Quarterly review – changes to recommendations in Prime Funds & Prime ETFs

Is it time to invest in US equities?

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