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Vol. 38 Issue No. 05

COVER STORY : Finding The Market Bottom

BSE Sensex is approximately 4 per cent down from its all-time high levels. Market stability is important for investors as stable stock prices encourage higher participation.

Cover Story : Manufacturing Sector: Machined for Growth

Despite the worries revolving around the geopolitical conflicts and the threat of the re-emergence of the pandemic, Bhavya Rathod and Armaan Madhani elucidate how the Indian manufacturing sector is poised to take a big leap forward, propelled mainly by the government’s initiatives and strategies like ‘Make in India’ the PLI scheme. This report highlights how this growth story will take shape 

MF Cover Story : Movers & Shakers of 2022

The Indian stock markets outperformed most global markets in 2022, making investors richer in terms of market capitalisation by more than Rs 16.36 lakh crore. Despite geopolitical uncertainties, high global inflation and consistent selling by foreign investors in India, domestic flows remained resilient, thus helping the benchmark indices hit new all-time highs in 2022.


Where to Invest in 2023

The year 2022 was a unique one where both bears and bulls had their chances. With BSE Sensex threatening to close in negative returns for CY22 after several years of delivering positive returns, investors are adopting a cautious stance on markets for CY23. Yogesh Supekar discusses the outlook for the equity markets for 2023 while the DSIJ research team recommends top 10 picks for 2023 that should outperform the markets

COVER STORY Vol. 38 Issue No. 02

FIIs to Remain Bullish on India : Predicting FIIs Flows in 2023

We keep saying that the importance of FIIs reduces as domestic participation in Indian equity market increases. However, we don’t stop tracking FIIs activity, do we? There is a reason why we do so. Yogesh Supekar highlights FIIs’ participation and explains why FIIs cannot ignore a growth market like India

Editorial : 1,000 and Counting

What a joyous moment it is for us at DSIJ right now! So much so that even the indices appear to be in a celebratory mood. And what’s the reason? Well, this is our 1,000th edition! A big number, indeed! It has taken us an eventful 37 years to reach this milestone, which hardly any other magazine can boast about. Our first magazine was published on January 11, 1986 and was in the form of a 12-page cyclostyled stapled booklet. Immediately gaining recognition as an ‘Investor’s Bible’, it climbed upwards, and upwards, to become the segment leader and the highest-selling investment magazine in the country.

Special Report : How DSIJ has been Creating Wealth for Investors since 1986?

Cover Story : Are Small-Caps And Mid-Caps Hurting Your Portfolio?

With the BSE Sensex and Nifty hitting all-time highs along with Bank Nifty, broader market investors have suddenly realised that their portfolios may have underperformed. Yogesh Supekar focuses on the reasons behind the underperformance of the broader markets and explains what steps investors should take in the current market situation.

MF Cover Story : Mutual Fund Wealth Creators

Trade and commerce enable us to build wealth by investing our money with folks who are also building wealth. By purchasing stocks in various companies, we may become investors in the businesses of entrepreneurs. The shareholders gain when entrepreneurs and management operate their companies effectively and successfully. Mutual funds are an excellent strategy to accumulate money in this aspect. But how can we determine which stocks to buy and when to acquire them? This is when seeking expert assistance comes into play. They also use a huge corpus to investigate more opportunities at the same time.


Superstars’ Portfolios & Performance

Are you the kind the investor who follows the purchase and selling decisions of ace investors, as for example, Rakesh Jhunjhunwala? And have you either made good money or burnt your fingers in doing so? The question is whether it is a wise choice to track the dealings of superstar investors or carry out due diligence on your own and then invest in independently carried out choices?

Cover Story : Q2FY23 Results: Heading in the Right Direction

Indian companies are making a strong comeback. The Quarterly Results tend to set the tone for market direction and help investors to take cognizance of the crucial ground realities. Armaan Madhani analyses Q2FY23 results, highlighting the hits and misses and deciphers the trend for this earnings season 

MF - Cover Story : Timing SIP Investments

Mutual fund investors, especially those who are new to participating in a mutual fund scheme, may be alarmed by the status of the stock market right now. Young investors may not have experienced this kind of market volatility, and it has made them wonder if they should stop investing in mutual funds and withdraw their money from the stock market. Making a hasty decision, though, could mean that the years of work you have put into saving will actually be for nothing.

Cover Story : Markets To Head Higher Next Diwali!

A lot has changed from the previous Diwali to this Diwali for the equity markets. If the mood was optimistic during last year’s festive season, this year the mood is that of cautious optimism. Yogesh Supekar discusses the market behaviour that has been prevalent in the past one year while also focusing on what to expect in the coming year. Alongside, the DSIJ research team shares their top 10 picks for ‘mahurat’ trading.


MF Cover Story : Let Your Diwali Shine With Gold

Diwali is regarded as one of the most auspicious days for purchasing gold. However, with so
many options for investing in gold widely available, it adds to investors’ perplexity. In this
article, Henil Shah explores the importance of having exposure to gold as well as multiple
ways to invest in gold, and also reveals which is the wisest approach to invest in gold this Diwali

Cover Story : Spinning Gains From China Plus One Story : India Manufacturing and China Plus One

The world post the effects of the pandemic is a different business place and there is no doubt that India today is in a much better place than it was before the virus outbreak. Several sectors stand to benefit from the China Plus One story. Shreya Chaware explains in detail what exactly this new development is and highlights the sectors that stand to benefit from such changing global business relations 

Mf Cover Story : Making The Most Of Your Mutual Fund Investment - You work hard to earn money, but does your money also work hard to maximise your wealth? When it comes to investments, people are spoilt for options, varying from stocks to gold, and bonds to fixed deposits and government securities. However, each of them carries its benefits and restrictions and therefore selecting the right investment avenue depends a lot on your risk appetite and expected returns. Owing to this scenario, mutual fund makes it an appealing investment option for every class of investors, even if they have a high or low risk appetite.

Cover Story- Investing In High Dividend-Paying Stocks : Significance of Dividends

Investing in high dividend-yielding stocks is considered to be a strategic way to make a reliable and regular source of passive income to build wealth. Armaan Madhani explains how and why, fundamentally strong and consistent dividend-paying companies can be sound value bets for investors in the long run.

Mutual Fund Cover Story :  Is This The Time To Invest In REITs?

The demand for commercial real estate is skyrocketing as the economy
recovers and the majority of the workforce returns to the workplace. In this
story, Henil Shah discusses if now is the ideal time to invest in REITs, as
well as how to choose one.

Cover Story : Mid-Caps To Dominate Market Returns

Mid-Caps have created wealth for investors over the years and are extremely popular amongst retail investors. Investors are attracted towards mid-caps because of high growth opportunities offered by some of the quality names. Yogesh Supekar explores investing opportunities in the mid-cap space while highlighting some of the top performing mid-caps in recent years

MF - Cover Story

Does A Fund Manager’s Exit Matter?

As Ron Chernow, an American writer and journalist put it, “Mutual fund managers are trapped in this rather deadly vicious circle – the more successful they are, the more money flows into their mutual fund. Then, it is more difficult for them to beat the market averages or even to match their past performance.” In the India of today, mutual funds have become one of the greatest investment instruments to democratise wealth. It is a profitable platform with the potential to turn your hard-earned money into a fortune over time. 


MF Cover Story : Mutual Fund Award 2022

Cover Story -  Financials To Lead The Next Rally?  : Contribution of the Banking Sector

We have seen that every stock market rally has different sectors contributing to market gains. The leadership however keeps revolving. The most important question that interests majority of the investors is: who will lead the next leg of rally that can be expected to take markets to all-time highs? 


Vol. 37 Issue No. 19 

COVER STORY  :  FIIs Are Back!

Special Report : CFO – Managing Growth In Volatile Times!

The trend, at least in the near term, seems to have reversed for the markets. While the headwinds remain, the cooling of the commodity prices, especially the crude oil prices are boosting the chances of a sustainable rally in the equity markets. FIIs have long been considered as one of the most important market participants in India and they have started buying into the equity markets in India...

COVER STORY Vol. 37 Issue No. 18 : Q1FY23 Results Winners & Losers

With several factors lending volatility to the equity markets and creating a downturn, it is time now to study the corporate results to check whether there are signs of a healthy uptrend for the coming quarter as well as get some insights on the sectors that have fared well. Armaan Madhani takes stock of Q1FY23 earnings, highlighting the hits and misses 


COVER STORY : Investment Advisor Need Of The Hour!

Market volatility is not new to investors and even bear markets are not unknown for those who have spent considerable amount of time in the markets. However, there are many investors who are not ready, prepared or well-equipped to deal with both bear market conditions and market volatility. How does one deal with such tough market conditions and continue to make money? Can investment advisors...

Cover Story : Start Increasing Exposure to Equity

Given that the equity market valuation looks richer, the confidence in asset class that has bought so much joy for investors over the past couple of years is bound to increase after a lengthy correction seen since October 2021. Yogesh Supekar discusses the market outlook while also highlighting the equity market’s performance in recent years.

Special Supplement  Top 1000 Companies : Financial Review For FY22

COVER STORY Vol. 37 Issue No. 15

PE Ratio: What It Does Not Tell You

Stock market analysis with the help of PE multiple is extremely popular. There could be very many reasons for PE being a favoured ratio for stock market analysis but it may not be the most appropriate way to look at PE and take investment decisions. Yogesh Supekar highlights the importance of looking beyond the PE ratio while discussing the risks of giving too much emphasis to it.

Cover Story : Create Long-Term Wealth With Small-Caps

Small-caps have created huge amount of wealth since the pandemic hit us in early 2020. The BSE Small-Cap index has gained by a whopping 200 per cent since March 2020 and this is after the recent 17 odd per cent correction from the highs. The market direction hereon may test retail investors’ patience. Yogesh Supekar discusses the performance of small-cap stocks in the recent past while highlighting the prospects of small-cap stocks in the coming quarters.

Cover Story

Volatile markets call for investors to be cautious. Market correction often leads to investors rethinking their original portfolio strategy and asset allocation. Deep market corrections also lead us to focus on the safety net of high dividend-yielding stocks. Yogesh Supekar discusses the importance of having high dividend-yielding stocks in the portfolio while also highlighting the emerging opportunities in the market owing to steep correction

Cover Story : Q4FY22 : A Mixed Bag of Opportunities!

As the earnings season gains momentum, investors will be eyeing Quarterly Results to gauge the future trajectory of stock markets at the beginning of the new financial year. Armaan Madhani analyses Q4FY22 results, highlighting the hits and misses while the DSIJ Research Team decodes the sector-wise performance of the current earnings season

Inflation, Interest Rates And Equity Markets

Rate Hike Cycles and Equity Markets

The current inflation levels that are at a multi-decade high are causing lot of worries for global equity investors. It is inflation levels and the fear of rising inflation that remains a key risk for the equity markets in FY23. For long-term investors it is worth studying the impact of inflation and interest rates on equity prices. Yogesh Supekar explains the trend while also highlighting which sector stands to gain the most from such dynamic market changes.

COVER STORY  Vol. 37 Issue No. 10

Merits of Value Investing

Many see the distinction between growth and value investing as somewhat arbitrary, but it's useful to lay out what might differ between the two approaches.

COVER STORY Vol. 37 Issue No. 09

There’s Value In LARGE-CAP STOCKS

The ongoing market correction has pushed most of the large-cap stocks lower into a range that would but naturally excite long-term investors.

Cover Story Long-Term Investing :The Key To Success!

Everyone involved in the stock market game will agree that investing benefits only if it is done for the long term. However, on the practical side, very few investors display the patience required for long-term investing. Yogesh Supekar discusses the merits of investing for the long term while Shreya Chaware highlights the rewards one can expect to receive by staying invested for such extended durations.

COVER STORY  Vol. 37 Issue No. 07

150 Wealth Creators

With the market indices trading volatile and the broader markets making lower lows, it is time that investors take a cautious approach on the markets. The recent volatility induced by the geopolitical situation involving Russia and Ukraine has punctured the momentum for bulls. The question remains whether the markets will remain higher hereon or investors should be prepared for the worst to come. Yogesh Supekar discusses the market outlook and shares some interesting insights to build a portfolio for 2022

Beyond Budget Sectors To Bet On

Providing a broad-spectrum booster shot to the economy, Union Budget 2022-23 is progressive, especially with its emphasis on building the infrastructure of the country. The Finance Minister clearly emphasised the top priorities of the government – PM Gati Shakti for sustainable growth, inclusive development, productivity enhancement and financing of investments. Shreya Chaware and Armaan Madhani furnish an indication of how it will impact different sectors

Cover Story : Q3FY22 Getting Back On Track

The earnings season keeps market participants busy as the information that matters the most is shared by the management of listed companies on a quarterly basis. It sets the tone for market direction and helps investors become cognizant of the ground realities in the listed space. Indian companies seem to be making a comeback, albeit slowly and steadily, putting the COVID-19 pandemic woes behind. Armaan Madhani takes stock of Q3FY22 earnings and deciphers the trend this season. 

India's Best Business Schools Beyond IIMs.

Cover Story : Investing In New-Age Businesses

Out of the Rs 1.3 lakh crore raised via IPOs throughout the year 2021, roughly 33 per cent of it was cumulatively raised by eight new-age companies such as Paytm, Zomato, Nykaa, PB Fintech, Car Trade, Fino Payments Bank, Nazara Technologies and Easy Trip. Does this indicate that it’s a red carpet walk for all new-age companies? It may seem so but as Armaan Madhani and Shreya Chaware point out, investors need to study a slew of factors before parking their funds in this space.


COVER STORY : Where to Invest in 2022

After a stellar performance of the equity markets in 2021, it is time to take stock of the market and decide what strategy needs to be adopted for the coming year. Will it be a year where gold outperforms equity? Will Sensex deliver double-digit returns or will it be a flat year for the markets? Whether small caps will outperform once again in 2022? Yogesh Supekar attempts to answer the most pertinent questions facing investors while Karan Bhojwani shares his insights with a technical perspective on markets even, and the DSIJ Research Team provide their top 10 picks for 2022. 


Cover Story :
Investment Opportunities in 52-Week High Stocks!

Markets when in uptrend invite lot of momentum investors to participate in the rally. Buying stocks that are close to their respective 52-week highs is a one-way momentum that investors identify as investing opportunities. But does this strategy always work? How does one use the 52-week high data effectively? Yogesh Supekar discusses the pros and cons of investing in stocks at 52-week high levels.

January 30, 2023

January 16, 2023

January 02, 2023

December 19, 2022

December 05, 2022

November 21, 2022

November 07, 2022

October 24, 2022

October 10, 2022

September 26, 2022

September 12, 2022 

August  29, 2022

August 15, 2022

August 01, 2022

July 18, 2022

July 04, 2022

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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