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PrimeInvestor - Articles and Reports

Which ETFs can be part of your portfolio?, ETFs
Premium
Bhavana Acharya

Which ETFs can be part of your portfolio?

The world of passive investment options is a growing one, and the ETFs available now number over 100.ย 

Because passive investing has gained such a name for itself, you may think that anything passive is a great investment. No. There are ETFs which make good investments and those that do not, just like with active funds.ย 

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SBI perpetual bonds
Bonds & Deposits
Aarati Krishnan

Private bond recommendation: SBI perpetual bonds series 2019-20

Market yields on government bonds have been rising quite sharply in recent months, with short-term yields rising to narrow the gap with long-term yields. However, for investors with surpluses to invest for 2-3 years, the options are still somewhat limited.ย 

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Catching a theme on the recovery
Recommendations
Bhavana Acharya

Fund recommendation: Catching a theme on the recovery

This week, weโ€™re issuing an invest recommendation on another theme thatโ€™s starting to break out of a long slump. This theme makes for a good portfolio differentiator as most other diversified equity funds, as yet, have not moved overweight by much on it.

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FMCG sector
Stocks
N V Chandrachoodamani

FMCG sector: Pressures mount on earnings and valuations

When markets are in a correcting mode, one sector that jumps to mind for its โ€˜defensiveโ€™ qualities is the FMCG sector. With their staple business, non-discretionary spending holds revenues in good stead. But FMCG companies have instead corrected about 20% from their October โ€™21 peak. Against the Nifty 50, they have been underperformers over the past two years. So, what gives?

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Book profits on this equity fund
Recommendations
Vidya Bala

Prime recommendation: Book profits on this equity fund

We had taken a positive view on commodities early on, and added the theme through our โ€˜Economic Revivalโ€™ category under Thematic Investing since our inception in January 2020. But we added a commodity fund as part of the Strategic/thematic section in Prime Funds later in March 2021. The call was a bit late but yielded good results. Now we would like to alert you to book profits on this equity fund (NOT sell) and prune it back to your original capital.ย 

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An income option for under 5-year time frame
Bonds & Deposits
PrimeInvestor Research Team

An income option for under 5-year time frame

When bond yields started their upward move this year, we started giving calls on G-Secs and SDLs auctioned on the RBI Retail Direct portal. We have one more such call today for those looking for regular income flow for the next 4.5 years.ย ย 

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Debt fund opportunities
Recommendations
Bhavana Acharya

Debt fund opportunities โ€“ the category thatโ€™s at a low

The headlines now are devoted to sliding equity markets and stock opportunities to โ€˜buy the dipโ€™. But thatโ€™s not the only window of opportunity to make the most of a correction. With the hike in repo rates earlier this month and a clear path now for higher rates, debt markets too offer scope for timely investments.

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niche capital goods pick
Stocks
Vidya Bala

Stock update: Results analysis on our niche capital goods pick

In September last year, we had given a Buy call on a unique capital goods player that has delivered in a tough market, that has picked up newer opportunities and has the potential to grow well. With the March 2022 quarter results out, markets have reacted.

Premium article available only to subscribers.

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Adani and Holcim cement the deal โ€“ now what?
Stocks
Pavithra Jaivant

Adani and Holcim cement the deal โ€“ now what?

Last month, we analysed the cement industry in detail. In this analysis, weโ€™d noted a few points โ€“ one, that there has been consolidation in the space, two, that companies had been deleveraging, and three, that margins have been under threat owing to pricier energy and inputs.

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Axis mutual funds; What should you do?
Commentary
Vidya Bala

What to do with your Axis mutual funds?

Axis Mutual Fund issued a public notice removing and replacing two of its fund managers, Viresh Joshi and Deepak Agarwal, from seven of its schemes โ€” Banking, Technology, Consumption, and Nifty ETFs and Axis Value, Quant and Arbitrage Funds. This move was accompanied by speculation that the managers were suspended on front-running charges. Axis Mutual Fund hasnโ€™t explicitly mentioned front-running charges, but it has confirmed that it has been investigating โ€œpotential irregularitiesโ€ with the help of external advisors.

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IT stocks are correcting
Stocks
N V Chandrachoodamani

Result update: 2 reasons why IT stocks are correcting and what to do

A year ago, when we did the result review of the IT stocks after the Q4FY21 earnings, the sector was moving to a new orbit on the back of robust growth prospects.
The Covid-19 pandemic increased the urgency of digital transformation for enterprises across the globe, and this paved the way for the IT sector to emerge as a strong growth story. Since we wrote about this last year, the sector has delivered stellar earnings performance during and post pandemic.

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Four passive debt funds to invest right now
Premium
Aarati Krishnan

Four passive debt funds to invest right now

Not so long ago, if debt investors in India wanted to get a 7% plus return, they had to go to post office schemes with (poor service and) a long lock-in period like the PPF or GOI Floating Rate Savings Bonds with a 7-year lock-in period. These options, apart from the difficulty of accessing them, required investors to sacrifice liquidity for returns.ย 

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