Stocks
Prime Stock recommendation: Moving this small finance bank to a HOLD
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N V Chandrachoodamani
May 31, 2023
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PrimeInvestor - Articles and Reports
Stocks
Prime Stock Recommendation: Play the 2-wheeler recovery
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N V Chandrachoodamani
May 28, 2023
12 Comments
Stocks
6 investment styles – which one suits you?
Apart from the fund manager’s skill, a hidden factor that explains such return differences is the investment styles in which each fund is managed. Right now, many of the funds that have managed to top the charts with a 16% return are value-style funds, while the laggards are growth-oriented ones.
Aarati Krishnan
May 25, 2023
13 Comments
Markets
FMCG sector: At the crossroads
Around this time last year, we had analysed the FMCG sector’s March 2022 quarter earnings. At the time, the sector was grappling with twin headwinds of a demand slump and rising input costs. Valuations were still expensive. Most FMCG players have declared their results for the March 2023 quarter.
N V Chandrachoodamani
May 16, 2023
5 Comments
Markets
The many facets of front-running and insider trading
SEBI (Securities Exchange Board of India) has levelled charges of front-running against two big institutions that may Indians are invested with – LIC and Axis Mutual Fund. Front running and its close cousin – insider trading – were quite widely prevalent in the days of yore, before SEBI drafted elaborate regulations to keep such practices at bay. But what do today’s investors need to know about these malpractices? Here’s an explainer.
R Balakrishnan
May 11, 2023
1 Comment
Stocks
Prime Stock Recommendation: An R&D focused company in the API space
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N V Chandrachoodamani
May 7, 2023
4 Comments
Stocks
How to build a stock portfolio
If you’re new to stock investing or aren’t quite sure how our stock recommendations fit into your investment plans, we hope this article on constructing a stock portfolio will help you.
Aarati Krishnan
May 2, 2023
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Stocks
Mankind Pharma IPO: Invest or avoid?
Mankind Pharma, which operates in the domestic pharmaceuticals space, opens its Rs 4300 core IPO today. The issue is priced at a band of Rs 1,026 – Rs 1,080 per share of face value Re.1/-.
N V Chandrachoodamani
April 24, 2023
2 Comments
Stocks
Stock alert: Narratives and numbers – what to do with Infosys?
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Vidya Bala
April 20, 2023
5 Comments
Stocks
Prime Stock recommendation: A pharma stock available at a bargain
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Pavithra Jaivant
April 16, 2023
4 Comments
Stocks
Entering a stock at peak valuation? – 5 questions to ask
When markets make merry, many stocks have seemingly compelling stories even for entering at peak valuation. And the market is fine with stretched valuations to accommodate such stories. In other words, every market-favoured stock appears to scream – buy me at any price.
But when challenges emerge, the same market starts reacting so sharply that investors who bought into the story midway start making losses. Yes, there isn’t a bigger disaster for stock market investors than earnings and PE multiples contracting together.
N V Chandrachoodamani
April 11, 2023
5 Comments
Stocks
Why banking is a fragile business
The recent furore surrounding the failure of Silicon Valley Bank in the US has exposed that while banking is a favourite sector with stock market investors, the fragility of the banking business is far from well-understood. Banks are held up as the engines of economic growth. Whichever sector grows, the banking sector ultimately gains. Banks are also accorded a higher valuation than most sectors during bull phases. In good times, banks made up a 40% plus weight in our leading stock market indices.
R Balakrishnan
April 2, 2023
6 Comments
