stocks

US recession and IT sector slowdown โ€“ impact on our stock pick

Will the Indian IT sector slowdown as a result of a looming recession in the US? This is the question that many of you have asked us on the back of a sharp 32% correction in the Nifty IT index from its peak in January 2022. The next question is whether our โ€˜buyโ€™ on one of the IT stocks is valid now and whether the same can be accumulated. We will try to answer these questions here.

US recession and IT sector slowdown โ€“ impact on our stock pick Read More ยป

Affordable housing finance companies (AHFC): Small caps with big valuations

While we generally look at lenders by their book size (advances) and network, the market has a different take when it comes to valuation and that has a significant impact on shareholder returns.ย AHFCs have become the market darlings in recent times over their conventional, broad based home lending counterparts, as reflected in their market valuations. So, what makes AHFCs market favourites?ย 

Affordable housing finance companies (AHFC): Small caps with big valuations Read More ยป

Stock investing and the boiling frog syndrome

If you are interested in psychology or behavioural economics, youโ€™d surely have come across the boiling frog syndrome. The theory goes that if you try to dunk a frog in a pot of boiling water, it will immediately jump out. But if you place it in cool water and slowly heat up the pot, the frog will ignore the small changes in temperature and simply boil to death.ย 

Stock investing and the boiling frog syndrome Read More ยป

Prime stock recommendation: A consumer durables play gearing for a comeback

Consumer durables, a key consumer category, bore the brunt of Covid as companies lost two business seasons in FY21 and FY22 to lockdowns and supply disruptions. As demand took a hit, the sector lost its sheen, especially white goods and small appliances, leaving investors disappointed over the last 2 years amid a soaring market.ย ย 

Premium article available only to subscribers.

Prime stock recommendation: A consumer durables play gearing for a comeback Read More ยป

How to approach risky, but rewarding small caps

Small caps are always alluring to the investor. Everyone knows that it is difficult to make quick money in large well-known and well-researched stocks. We all want to find that small gem which turns a lakh of rupees into crores. The most money is made in such cases when we can spot a company that will turn out to be a market-leading name in five to ten years. Today, the investor population has increased dramatically. Besides, information is available to everyone. This makes small cap investing both interesting and risky.

How to approach risky, but rewarding small caps Read More ยป

Prime Stock recommendation: A HOLD call on an auto stock

We are now moving the stock to a โ€˜holdโ€™. That means it will no longer be in our buy list. This means you need not take further exposure to the stock. Do not sell it. Simply hold it. We will let you know if it is time to exit.

Premium article available only to subscribers.

Prime Stock recommendation: A HOLD call on an auto stock Read More ยป

Login to your account
OR

Become a PrimeInvestor!

Get stock & mutual fund recommendations

or
Have an account?
Login To Your Account
OR
Donโ€™t have an account ? Register for free