Research Reports Archives - Page 5 of 10

Consumer durables: On the comeback trail

Stocks

Consumer durables: On the comeback trail

Consumer durables is a category that stands between staples and lifestyle goods. This category has been hit on one hand by Covid-led lockdowns, and on the other by inflation eating into margins and hurting demand. The category has seen a more severe impact as it is neither buoyed by the non-discretionary nature of staples nor by the quick demand rebound that lifestyle consumption tends to see.

N V Chandrachoodamani August 23, 2022 4 Comments

Parag Parikh Flexi Cap – should you continue to invest?

Recommendations

Parag Parikh Flexi Cap – should you continue to invest?

Up until six months ago, Parag Parikh Flexi cap was an investor favourite. Its chart-topping performance and overseas investments served as the key attractions. These very same factors now appear to be doing the opposite, causing investors to worry over continuing investments. So, should you be concerned over Parag Parikh Flexi Cap’s performance? Is the restriction in investing abroad a game-changer for the fund?

Bhavana Acharya August 16, 2022 39 Comments

Stocks

Prime Stock recommendation: A capital goods player taking the inorganic route

Apart from corporate capex, production linked incentive (PLI) of the government and China-plus-one strategy, the manufacturing space is also undergoing a transition. Companies that have already invested or are now investing to meet the above demand triggers are readying themselves for future growth. This capital goods stock is one such superior player.

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Vidya Bala August 14, 2022 No Comments

Prime Recommendation: Play the economic growth with this ETF

Recommendations

Prime Recommendation: Play the economic growth with this ETF

As India’s economic activity picks up pace after being in deep freeze during Covid, investors have been hunting for sectors that can ride this recovery.

Aarati Krishnan August 11, 2022 23 Comments

Higher rates offer a window of opportunity for NRIs

Bonds & Deposits

Higher rates offer a window of opportunity for NRIs

If you are an NRI, the chances are that you usually keep an eye out for places to park your surplus earnings in India that are safe, will protect you from exchange rate changes and fetch a respectable return. You probably already have NRE deposits and FCNR(B) deposits, the bank FD equivalents for NRIs. But did you know that there have been recent regulatory relaxations by RBI that give you a window of opportunity to lock into higher rates on these tried and tested savings tools? Here is a closer look.

Pavithra Jaivant August 9, 2022 2 Comments

Prime Recommendation: How to play the cyclical space now

Recommendations

Prime Recommendation: How to play the cyclical space now

Manufacturing is back in favour in the stock market, largely driven by cyclicals such as auto, auto components, industrials and capital goods. In this report, we discuss in detail the prospects for the manufacturing space and how to play it through a thematic fund that we added a month ago in Prime Funds.

Vidya Bala August 4, 2022 3 Comments

Insurance

Insurance Review – IFFCO Tokio Critical Illness Benefit Policy: Keeping it simple

This article reviews the IFFCO Tokio Critical Illness Benefit Policy which we think ticks the boxes on simplicity and generous sum insured. Here is a detailed look :

Pavithra Jaivant July 31, 2022 2 Comments

Prime Review: 3 passive indices built on ‘Quality’

Strategies

Prime Review: 3 passive indices built on ‘Quality’

In this analysis, we look at indices on the ‘Quality’ factor. There are two NFOs running now – DSP Midcap 150 Quality 50 Index fund (there’s already the ETF version of this) and Aditya Birla SL Nifty 200 Quality 30. These two indices join the Nifty 100 Quality 30 index, on which there is an already existing ETF (from Edelweiss).

Bhavana Acharya July 28, 2022 10 Comments

Prime Stock recommendation: An averaging call

Stocks

Prime Stock recommendation: An averaging call

The stock has corrected 15% since our recommendation. We initiated our call just a day before the Q4FY22 results when the industry scenario was getting significantly better for the General Insurance companies post Covid.

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N V Chandrachoodamani July 27, 2022 No Comments

Stocks

3 ratios to pick winning stocks in the manufacturing space

Manufacturing is the new favourite keyword in the market. If you have noticed the narratives of many money managers as well as the portfolios of funds, you will find that the manufacturing space is gaining favour.

N V Chandrachoodamani July 24, 2022 4 Comments

Commentary

All your debt fund doubts, answered

It is true that debt funds have been a washout in the past 3 years. For an investment of 1-2 years, FDs would have marginally (although not significantly enough) returned higher than liquid and ultra short duration funds.

Vidya Bala July 19, 2022 15 Comments

Bonds & Deposits

Prime Strategy: Time to lock into high yields and how

Eighteen months ago, it would have been difficult to imagine that there would be a time when debt investors in India would be spoilt for

Aarati Krishnan July 14, 2022 37 Comments

PrimeInvestor - Articles and Reports

Consumer durables: On the comeback trail

Parag Parikh Flexi Cap – should you continue to invest?

Prime Stock recommendation: A capital goods player taking the inorganic route

Prime Recommendation: Play the economic growth with this ETF

Higher rates offer a window of opportunity for NRIs

Prime Recommendation: How to play the cyclical space now

Insurance Review – IFFCO Tokio Critical Illness Benefit Policy: Keeping it simple

Prime Review: 3 passive indices built on ‘Quality’

Prime Stock recommendation: An averaging call

3 ratios to pick winning stocks in the manufacturing space

All your debt fund doubts, answered

Prime Strategy: Time to lock into high yields and how

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