Dalal Street Investment Journal Magazine - March 25, 2024
In this issue
Should You Be Investing In Large-Cap Stocks Now?
Historically, during periods of heightened market volatility, Large-Cap stocks have tended to outperform their Small-Cap and Mid-Cap counterparts. And as our analysis indicates, backed by strong corporate fundamentals, robust earnings growth potential, and supportive macroeconomic factors, large-cap stocks continue to offer investors a reliable avenue for long-term wealth accumulation
Special Report
Retail Investors in Small-Cap Stocks Beware! These Are The Repercussions
While the increasing participation of retail investors in the equity market is heartening, certain features make Small-Cap stocks correct relatively much faster than Large-Cap stocks when the overall market corrects. Dr Ruzbeh Bodhanwala and Dr Shernaz Bodhanwala, faculty at FLAME University, Pune, dissect the current ‘frothy’ scenario
Companies, Appliances & Homes Make A ‘Smart’ Move Forward
MF - Cover Story
Should You Be Investing In Large-Cap Funds Now?
Given that Small-Cap and Mid-Cap stocks have started correcting from the second week of March and the general elections next month could act as a trigger, this seems to be the right time to transition to Large-Cap stocks. Besides, the global scenario is also not looking very favourable for the equity market, thereby creating a lot of volatility in the equity market
Does AUM Size Matter?
Investors generally focus on a fund's past returns. They think that a larger fund is better. On the flip side, some investors raise concerns about whether a fund can sustain its strong performance after growing to a substantial size. What is the reality? Rakesh Deshmukh takes a closer look at the scenario
6 mins
Base Rate Investing: The Smart Investor's Secret
Base rate investing offers a distinct advantage to investors encouraging them to look beyond the noise and focus on underlying fundamentals and longterm trends. The article explains how by understanding and applying this strategy effectively, you can make informed investment decisions and potentially outperform the market over time
9 mins
Back To The 'All is Well' Feeling
Domestic indices hit record highs on the back of robust performance in real estate, power, metals and automotive sectors
2 mins
Should Commodity Funds Be Part Of Your Portfolio?
Commodities serve as tangible assets that offer investors a means to engage with the real economy and provide a degree of insulation from financial system disruptions. In this scenario, multi-asset allocation funds represent a more efficient vehicle for commodity exposure compared to hybrid schemes. Here are the details
8 mins
Asset Allocation & Diversification
Remember, when you diversify your investments, you minimise the chances of suffering from what is known as 'single security risk', or the risk that your investment will fluctuate widely in value with the price of one holding.
2 mins
Ten Commandments of Wealth Creation
Financial Planning
3 mins
Gold Glitters Amid a Narrow Range Trading
Over the last two weeks, the commodities market displayed cautious activity with investors trading within narrow margins, eagerly awaiting pivotal economic data and insights from Federal Reserve officials.
2 mins
Can Global Equities Sustain the February Momentum?
Even though the markets touched new highs in February, they did experience some challenges, notably in the bond sector, which faced difficulties due to an uptick in interest rates.
2 mins
"Future outlook of railways and railway wagons industry appears promising"
Umesh Chowdhary Vice Chairman & Managing Director Titagarh Rail Systems Limited
3 mins
Metals and Mining: Poised For A Steely Performance
While investors were drawn to the impressive rally in metal stocks, the recent interim budget indirectly bolstered the metals industry with substantial announcements in infrastructure, real estate, defence and railway sectors, which are known for their extensive use of metals. Mandar Wagh explores the future prospects of the industry, analysing financial performance, risks and growth triggers
6 mins
Indian Renewable Energy Development Agency Ltd Energised To Perform
IREDA's commendable performance is reflected in its consistent 'excellent' ratings from the MNRE since fiscal 2021. With over 36 years of experience, the company specialises in financing various projects in the renewable energy (RE) sector, including solar, wind, hydro, biomass, waste-to-energy and green mobility, alongside energy efficiency and conservation projects
5 mins
Remedium Lifecare Reports Stellar Earnings For Q3FY24
The company, which has set record date for stock split, remains steadfast in its commitment to excellence, innovation and societal wellbeing, driving positive change in the healthcare landscape
2 mins
Have Infrastructure Funds Found Their Second Wind?
From Samruddhi Expressway to Mumbai’s Atal-Setu Bridge, these initiatives signify the government's dedicated focus on infrastructure development. Considering the trend, is it a good time to seize the opportunity by investing in infrastructure funds? Rakesh Deshmukh takes a closer look at the scenario
5 mins
Special Situation Investing: Making The Most Of Challenging Opportunities
Over the years, the Indian stock market has grown and evolved into a mature market.
3 mins
Mutual Funds: Your Pathway To Wealth TOP 15 Mutual Fund
As more investors embrace the potential of mutual funds, they are not only unlocking opportunities for wealth creation but also contributing to the broader financial inclusion and prosperity of the nation. DSIJ highlights why investors should look at mutual funds more seriously
6 mins
Different Facets of Intergenerational Investing
As the tides of time carry forth the aspirations of countless individuals to secure their future and leave behind a lasting legacy, the concept of intergenerational investing emerges as a beacon of hope. Across epochs, the pursuit of financial stability transcends mere sustenance, intertwining with the desire to foster prosperity for generations yet to come. Mandar Wagh elucidates the true essence of wealth, aiming to grasp the fundamentals of wealth protection and preservation while harnessing external expertise and technology
7 mins
150 Wealth-Creators
Many potential investors shy away from parking funds in stocks because of the assumption that this form of investment rides on high risk factors. While it is true that volatility is the name of the game in the stock market, equally true is the fact that disciplined investors who have adopted the right strategies have now become wealthy icons. So, how do you go about it? DSIJ Team highlights the factors that you need to take care of while foraying into the stock market
5 mins
Toyam Sports Reports 914 Per Cent Growth in Revenue from Operations
The company is a publicly listed entity, run passionately by sports enthusiasts, engaged in sports production, promotion and management
2 mins
Vikas Lifecare Limited Announces Formal Commencement Of Miss World Event in India
The Miss World event is not just a platform for beauty and glamour but also an opportunity for young women to immerse themselves in different cultures, promote humanitarian causes, and foster global unity
2 mins
Balaji's Telefilms Ltd Reports Robust Earnings for Q3FY24; To release "Love, Sex aur Dhokha 2"
The film's motion poster has already raised expectations about its content on account of setting a love story in today's technology-driven world
2 mins
Hardwyn India Reports Stellar Earnings For Q3FY24
For over half a century, Hardwyn India has been redefining perfection in the realm of architectural hardware. The company offers comprehensive solutions for residential and commercial structures as an unwavering manufacturer of architectural hardware and glass fittings
2 mins
HMA Agro Industries Reports Stellar Earnings For Q3FY24
A leading manufacturer of handled foods and agro products, the company's profit after tax has jumped 772 per cent quarter-on-quarter
2 mins
Apollo Micro Systems Establishes Integrated Plant For Ingenious Defence Systems
The new facility will be used to manufacture missiles and its sub-systems and also undertake MRO of the weapons
2 mins
An Aromatic Growth Curve
In a sweet spot due to its dominance in the flavour and fragrance industry, S H Kelkar and Company has been witnessing robust growth while expanding its global footprint. However, investors need to keep track of certain variables before deciding to buy or sell
6 mins
Oil & Gas Smoothens Market Performance
Small-cap stocks took a hit in PSU, defence and railway sectors, yet investor spirits soared with the resilience of oil and gas and automotive sectors
2 mins
Have Large-Cap Funds Finally Found Their Feet?
Investors are drawn to large-cap funds primarily due to the stability and consistency provided by wellestablished blue-chip companies, particularly during periods of market volatility. Although small-cap and mid-cap stocks carry the potential for greater returns, they also entail higher volatility and risk. Rakesh Deshmukh takes a closer look at the scenario
1 min
Global Equities Advance Amid A Steady Stand from Federal Reserve
In the past fortnight, the focus was on the Federal Reserve, as the market closely monitored the prospects of future monetary policy decisions. The Fed opted to maintain its policy rate without changes, but the central bank's key message was to keep rates steady for an extended period.
2 mins
Oil Trades with Volatility, While Gold Regains Lost Ground
The complex dynamics of economic signals, central bank strategies, and geopolitical developments are expected to keep commodity investors vigilant, steering through a period of uncertainty in the coming weeks.
2 mins
Q3FY24 Performance Review Unveiling the Trends, Triggers and Union Budget Impact
Domestic indices have recently surged to all-time high levels, thanks to investor optimism, with robust quarterly results playing a significant role. As we navigate through the December-ending quarter results, Mandar Wagh analyses company performances sector-wise to offer deeper insights into the future outlooks of various sectors, considering growth triggers, risk factors and the potential effects of recent budget announcements
10+ mins
JUST DIAL LIMITED DIAL 'JD' FOR PROFIT
The company's strategic focus centres on ensuring profitability from its core local search business, with an ambitious target of achieving a 25 per cent margin by the year's end. Further, given its financial position, investors would do well to focus on this scrip
6 mins
Dalal Street Investment Journal Magazine Description:
Publisher: DSIJ Pvt. Ltd.
Category: Business
Language: English
Frequency: Fortnightly
Thirty one-years old but conventional, Dalal Street Investment Journal (DSIJ), India’s No 1 equity research and capital investment magazine is published every fortnight to cater to the needs of its reader-investors. Armed with a set of chosen experts on markets and corporate India, the fortnightly magazine has its focus on stock market research and recommendations, capital market analysis, personal finance investment advice and also analysis of various economic activities in the country along with its impact on Indian share markets. This is the one and only complete resource guide for a wide loyal base of over 8 lakh HNI readers.
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