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.
3 ratios to pick winning stocks in the manufacturing space Read More »
Indian investors can pay dearly if they choose to ignore regulatory risk. The risk of a regulator suddenly putting a spoke in the wheel of a sector or company that’s sailing along, cannot be quantified. It is a subjective assessment.
Navigating regulatory risks in stocks Read More »
Prime Stock Screeners help you narrow your stock choices by applying meaningful filters. If you are not sure what filters will help, our Premium screeners (see the second tab from the right on the above Screener link) – which are nothing but readymade screeners – will help you narrow your filter choices to specific parameters.
Why these 6 Prime Stock Screeners make you an equity pro! Read More »
Capitulation marks the end phase that puts a full stop to a bear market and lays the foundation for the next bull phase.
Capitulation is a phase when the sentiment turns so negative that the bellwether indices, stock prices and stock valuations plunge to levels which fundamental analysts didn’t even imagine! When Warren Buffett asks you to ‘buy when there’s blood on the Street’, it is the capitulation phase he’s referring to.
When the last bull throws in the towel: Are we at market capitulation? Read More »
This stock had corrected 30% since our recommendation. We initiated our call after the Q1FY22 results, in September 2021. You can consider averaging the stock now (Rs 267.5 at the time of this call). We explain the rationale below.
Prime Stock recommendation: An averaging call Read More »
In India too, industrial sector stocks have been doing much better in the recent past despite a sharp market correction, on the hope of an investment-led growth. We are picking up a major player from the industrial space that has its share of business from the US market as well, while transforming itself to a products and technology player.
Prime Stock recommendation: From Tonnage to Technology Read More »
When markets are in a correcting mode, one sector that jumps to mind for its ‘defensive’ 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 ’21 peak. Against the Nifty 50, they have been underperformers over the past two years. So, what gives?
FMCG sector: Pressures mount on earnings and valuations Read More »
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.
Stock update: Results analysis on our niche capital goods pick Read More »
While one doesn’t know enough yet to comment on the veracity of these allegations, this does shine the spotlight on the issue of governance at mutual funds. There’s a lot of song and dance on whether listed public companies are managed in the interests of their shareholders. But what about mutual funds?
MFs are essentially custodians of public money, where both profits and losses are entirely passed on to unitholders. I give money to a fund manager to deliver a certain return from an asset class. But I am paying a fixed fee to him which he gets whether he does better or worse than the market. This pass-through nature of mutual funds means that the unitholder is most affected when the fund is mis-governed or mis-managed.
Governance at mutual funds: What you should know about the inside workings Read More »
We upset a few of you with our call on some of the Axis funds last week 😊 Some of you commented on the blog and others raised tickets. We thought it would be better for us to respond through an article for the benefit of others as well.
Our response to your comments on our Axis fund call Read More »
Last month, we analysed the cement industry in detail. In this analysis, we’d noted a few points – 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.
Adani and Holcim cement the deal – now what? Read More »
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 — 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 hasn’t explicitly mentioned front-running charges, but it has confirmed that it has been investigating “potential irregularities” with the help of external advisors.
What to do with your Axis mutual funds? Read More »
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