Markets
Vidya Bala

PowerGrid InvIT – should you invest?

POWERGRID Infrastructure Investment Trust (PGInvIT) is the third InvIT and the second in the power transmission space (the other being IndiGrid InvIT) to be listed in the Indian stock markets. It is sponsored by listed PSU Power Grid Corporation of India (PGCIL and henceforth called the Sponsor).
Please find an explanation of what an InviT is here. This article will give you only our quick take on the offer and whether it is suitable for you. It is not a deep dive into the InvIT’s business and financials.

Read More
IndiaGrid Invit
Bonds & Deposits
Aarati Krishnan

IndiaGrid Invit NCDs – Bonds for the short haul

IndiaGrid Invit is making a Rs 1,000 crore public issue of secured redeemable Non-Convertible Debentures (NCDs) from April 28 2021 to April 30 2021 to raise money for lending to transmission projects, repaying existing borrowings, and general corporate purposes. This is tranche 1 of a series of such offers. The Rs 1,000 crore offer consists …

IndiaGrid Invit NCDs – Bonds for the short haul Read More »

Premium article available only to subscribers.

Read More
sectors to focus
Markets
B Krishnakumar

Technical outlook: Identifying the sectors to focus on and the sectors to avoid

The Nifty 50 index has drifted lower recently and has lost close to 8% from the high of 15,431 recorded on February 16, 2021. But though the Nifty 50 has slipped to lower levels, there are quite a few sectors that have delivered positive returns during this period. So, what are the sectors to focus on (and what are the ones to avoid)? Let’s find out.

Premium article available only to subscribers.

Read More
how to invest when the market falls, making the most of a market fall, market falling, stocks falling, market crash, how to invest during a market crash
Markets
R Balakrishnan

Making the most of market falls

Human nature is generally programmed on self-destruct mode when it comes to the stock markets. We want to buy when everyone is happy and join the cheer. When everyone is forecasting doom, we want to be selling and patting ourselves for having apparently got out before the big crash. This behaviour unfortunately, is very injurious to wealth. Let me talk about the ‘falls’ or ‘crashes’ that happen in stock markets.

Premium article available only to subscribers.

Read More
Markets
Aarati Krishnan

REITs in India – 5 things you should know about

Real Estate Investment Trusts, also known as REITs, are attracting quite a bit of attention lately from Indian investors, who have a known fetish for real estate. Can REITs deliver land-like capital gains, while saving us of the concentration risks and the high maintenance required in property investments? Can they substitute for equities or mutual funds in one’s portfolio, in terms of wealth creation?

Read More
Markets
B Krishnakumar

Nifty 50 outlook: Struggling index hints at correction

This is an update to the Nifty 50 outlook that was posted about a month ago. The Nifty 50 index has struggled make headway on the upside and has instead traced a bearish sequence of lower highs and lower lows in the daily chart. As observed in the previous post, the low at 14,500 was …

Nifty 50 outlook: Struggling index hints at correction Read More »

Premium article available only to subscribers.

Read More
Suryoday small finance bank ipo
Stocks
Vidya Bala

Suryoday Small Finance Bank IPO – Invest or avoid?

Small finance banks, with their focus on small ticket loans for urban and semi-urban India, are a play on the underpenetrated market for financial products in India. Yet, after stellar performances soon after their IPOs many of these stocks have seen their valuations levelled. So, when a new candidate – Suryoday Small Finance Bank IPO (Suryoday) comes out in an overcrowded primary market, how should it be judged? Read on.

Read More
Nifty target
Markets
B Krishnakumar

Where’s the Nifty headed? A technical analysis

This is an update to the Nifty outlook that was posted on January 9 2021. The Nifty 50 index has achieved the first upward target of 14,600 that was mentioned in the earlier post. And the index also got within striking distance of the second target of 15,900. The Nifty 50 index registered a high of 15,371 before the recent slide.

Premium article available only to subscribers.

Read More
US Yield
Bonds & Deposits
Aarati Krishnan

What you should do about the US bond yield spike

Suddenly everyone’s talking about US bond yields surging. I see that the 10-year US government security is up by some 0.02 % to 1.57%. Why is this such a big deal?
While yesterday’s move isn’t big, what’s big is the US 10-year Treasury’s 43 basis point rise in the last one month. This means that, a month ago, investors in long term bonds issued by the US government were getting 1.13% by way of interest and now they’re getting 1.57%. That’s a 40% jump in returns from an asset that is regarded as one of the safest parking grounds for money in the world.

Premium article available only to subscribers.

Read More
Markets
R Balakrishnan

The many roads to mis-governance

Many investors think of corporate governance as an esoteric concept that is good to have. But if is a little dodgy, they think it can be safely ignored, as it doesn’t affect them directly. They couldn’t be more mistaken.

Having discussed the origins of the concept of corporate governance, here are some key ways in which mis-governance at companies you own shares in can directly impact your returns.

Premium article available only to subscribers.

Read More
Outperforming nifty 50
Markets
B Krishnakumar

Outlook on indices that are outperforming Nifty 50

In our last article, we discussed the performance of sectoral indices. A look at the thematic and strategy indices on the National Stock Exchange (NSE) would be a logical follow-up to the previous post.
We will be using the same Point & Figure charting based methodology, that was used earlier, to identify the outperformers in relation to the Nifty 50 index.

Premium article available only to subscribers.

Read More
2021 nifty50 outlook
Markets
B Krishnakumar

What the charts predict for 2021

The year 2020 will go down as a historical one for the stock markets for more reasons than one. If COVID-19-triggered crash in March 2020 was dramatic, the subsequent rise was even more remarkable. If someone had predicted at end of March 2020 that the frontline stock indices would close at lifetime highs by December 2020, I am sure there would not have been too many takers for it.

Premium article available only to subscribers.

Read More
Login to your account
OR