Dalal Street Investment Journal Magazine - July 29, 2024![Add to My Favorites Add to Favorites](/static/icons/filled.svg)
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In this issue
COVER STORY Vol. 39 Issue No. 18
Q1FY25: Earnings & Economic Outlook
Although the Indian equity valuations remain relatively high, experts believe this alone is unlikely to derail the bull market, provided they are supported by robust growth prospects in a global environment of subdued growth.
Special Report
All About Long Straddle: Playing The Volatility
According to the Securities Exchange Board of India (SEBI), about 90 percent of futures and options (F&O) traders lose money, meaning only 10 per cent are successful.
MF - Cover Story
Should You Entrust All Your Money To A Single AMC?
If you are a market participant, you have probably heard the quote ‘don’t put all your eggs in one basket’, which suggests diversification.
MF - Special Report
Mastering Investment with Information Ratio
Information Ratio helps in navigating the complexities of the investment landscape by assessing an active fund manager’s performance
Sectoral Gains Make A Mark
Benchmark indices continued their uptrend, reaching new record highs, although the pace has slowed as the broader markets faced selling pressures
![Sectoral Gains Make A Mark](https://reseuro.magzter.com/100x125/articles/443/1798137/xQYnzlgXN1723545500196/SECTORAL-GAINS-MAKE-A-MARK.jpg)
2 mins
AMBITIOUS EXPANSION PLAN TO TRIGGER GLOBAL GROWTH
Jubilant FoodWorks boasts a diverse portfolio of brands and in India alone it operates 1,995 stores across 421 cities, underscoring its dominance and rapid growth within the food service sector
![AMBITIOUS EXPANSION PLAN TO TRIGGER GLOBAL GROWTH](https://reseuro.magzter.com/100x125/articles/443/1798137/UG8IQ3ceG1723545139476/AMBITIOUS-EXPANSION-PLAN-TO-TRIGGER-GLOBAL-GROWTH.jpg)
5 mins
How To Invest In An Ageing Bull Market
Bull rallies (periods when stock prices rise) and bear declines (periods when stock prices fall) are natural parts of stock market cycles, but they don't follow a fixed timeline.
![How To Invest In An Ageing Bull Market](https://reseuro.magzter.com/100x125/articles/443/1798137/8bNEoYEJy1723544873966/crp_HOW-TO-INVEST-IN-AN-AGEING-BULL-MARKET.jpg)
5 mins
Q1FY25: Earnings & Economic Outlook
India's economic resilience has outperformed other economies, as evidenced by much controlled inflation, revised upward GDP targets, record reserves, strong tax collections and fiscal discipline. Meanwhile, the markets continue to hit record highs, leading investors to question whether a market correction is imminent or if robust earnings and future growth prospects will justify the elevated valuations. Mandar Wagh examines Q1FY25 financial performances and key developments to provide insights into the future direction of the market
![Q1FY25: Earnings & Economic Outlook](https://reseuro.magzter.com/100x125/articles/443/1798137/4hGXOIc-O1723543668467/Q1FY25-EARNINGS-ECONOMIC-OUTLOOK.jpg)
10+ mins
What If Donald Trumps?
The potential election of Donald Trump as president in the U.S. carries significant implications for the Indian equity market. It could lead to changes in the global trade dynamics, in particular affecting the Indian IT sector while also raising inflation levels and leading to yet another revision in the visa programme for Indians who want to work in the US. The article takes a closer look at what may lie in store
![What If Donald Trumps?](https://reseuro.magzter.com/100x125/articles/443/1798137/j5k2CHBRT1723545633842/WHAT-IF-DONALD-TRUMPS.jpg)
6 mins
U.S. Elections and China's Economy Hamper Commodities
Commodity markets experienced selling pressure in the last fortnight, driven by uncertainties surrounding the upcoming U.S. presidential elections, concerns about the Chinese economy, and increased agricultural production in Brazil.
![U.S. Elections and China's Economy Hamper Commodities](https://reseuro.magzter.com/100x125/articles/443/1798137/k8_j6eUSK1723549273550/US-ELECTIONS-AND-CHINAS-ECONOMY-HAMPER-COMMODITIES.jpg)
2 mins
Wild Swings Engulf Global Equities
U.S. stock markets experienced significant volatility. An early-week rally pushed the markets to new highs, but this momentum faded, primarily due to weaknesses in the tech sector. The major indices had a mixed finish with, S&P 500 and Nasdaq closed lower, while the Dow recorded a notable gain.
![Wild Swings Engulf Global Equities](https://reseuro.magzter.com/100x125/articles/443/1798137/shMOzYae-1723549180239/WILD-SWINGS-ENGULF-GLOBAL-EQUITIES.jpg)
2 mins
Should You Entrust All Your Money To A Single AMC?
If you are a market participant, you have probably heard the quote 'don't put all your eggs in one basket', which suggests diversification. Investors often focus on diversifying across categories like large-cap, mid-cap and small-cap, but they may unintentionally overlook diversification across different AMCs. The question arises: is AMC-wise diversification really necessary? Rakesh Deshmukh takes a closer look at this scenario
![Should You Entrust All Your Money To A Single AMC?](https://reseuro.magzter.com/100x125/articles/443/1798137/me-mvuRsM1723549366669/SHOULD-YOU-ENTRUST-ALL-YOUR-MONEY-TO-A-SINGLE-AMC.jpg)
7 mins
Wealth Building For Retirement Through Mutual Funds
Retirement is one of the most crucial and lifechanging phases. It marks a period where maintaining your lifestyle becomes paramount even though your regular income stops.
![Wealth Building For Retirement Through Mutual Funds](https://reseuro.magzter.com/100x125/articles/443/1798137/hHI1KEu1o1723549069311/WEALTH-BUILDING-FOR-RETIREMENT-THROUGH-MUTUAL-FUNDS.jpg)
3 mins
Mastering Investment with Information Ratio
Information Ratio helps in navigating the complexities of the investment landscape by assessing an active fund manager's performance. And though it has its limitations, it remains an essential part of the finance industry. The article explains what Information Ratio is and how investors can use it as another tool
![Mastering Investment with Information Ratio](https://reseuro.magzter.com/100x125/articles/443/1798137/sg62zpvqN1723546629494/MASTERING-INVESTMENT-WITH-INFORMATION-RATIO.jpg)
6 mins
Plan To Be Financially Independent
Each of us aspires to be financially independent as it ensures having enough resources to be self-sufficient and control our finances.
![Plan To Be Financially Independent](https://reseuro.magzter.com/100x125/articles/443/1798137/aIyg796mV1723546542718/PLAN-TO-BE-FINANCIALLY-INDEPENDENT.jpg)
2 mins
❝Technology is the new game-changer"
With a new breed of young investors entering the financial markets, it is the use of technology that is increasingly playing a major role in how investments are done and tracked. Anand Radhakrishnan, Managing Director, Sundaram Mutual Fund, shares his opinion about how this factor is turning into a significant tool and how it will shape the strategies of his company
![❝Technology is the new game-changer"](https://reseuro.magzter.com/100x125/articles/443/1798137/0UrGYM5RC1723546414480/TECHNOLOGY-IS-THE-NEW-GAMECHANGER.jpg)
5 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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