In this issue

Cover Story

Contrarian Investing Is For All Seasons!

The market is finally showing signs of weakness after a one-way movement from the time it hit the lows in March 2020. This correction in stock prices will create opportunities for investors. However, the question is about which strategy will work best in the current market situation. Will contrarian investing approach suit in the current market conditions? Yogesh Supekar explains why contrarian investing approach is for all seasons and how it works

New Virus Variant Weakens The Markets

A Reuters' poll of economists found that India's economic recovery has likely strengthened in the previous quarter, boosted by services activity that recovered after pandemic-related mobility restrictions were eased.

2 mins

POONAWALLA FINCORP POTENTIAL TO OUTPACE NATIONAL GROWTH

The company is a diversified asset financier both in term of products as well as geographies, which helps mitigate risks. It possesses a sound business model with a presence in high-yield, high-growth business segments and superior sustainable returns

5 mins

Small is Profitable Too!

The biggest risk in equity market investment is not the volatility but the risk of wiping out of the capital. The risk of capital erosion is at its maximum when one invests in micro-cap companies – at least that is what the perception is. Shreya Chaware explores the pros and cons of micro-cap investing while also highlighting the performance of the tiny treasures

4 mins

We Have Been Sailing On The Tide Of Expansion

In this exclusive interaction, Rajesh Bhatia, Group CFO, UFlex, outlines the company’s strategy in terms of sustainability while also sharing information about how the company has been on an expansion spree in recent times both in India and outside

5 mins

Plastic Takes A Profitable Turn

Even if activists around the world would rather put a complete ban on plastic products, several triggers such as the pandemic-driven change in work and lifestyle, increasing urbanisation, growth in infrastructure and demand from the agriculture industry, among other factors, have boosted production in the plastic pipe and packaging sectors. In this report, Armaan Madhani highlights the salient growth drivers while also pointing out the key challenges

10 mins

Contrarian Investing Is For All Seasons!

The market is finally showing signs of weakness after a one-way movement from the time it hit the lows in March 2020. This correction in stock prices will create opportunities for investors. However, the question is about which strategy will work best in the current market situation. Will contrarian investing approach suit in the current market conditions? Yogesh Supekar explains why contrarian investing approach is for all seasons and how it works

10+ mins

Our expertise lies in the express logistics space, backed by a hub and spoke model

In this interview, Aneel Gambhir, CFO, Blue Dart, outlines the operational strategy of the company in the logistics sector that is increasingly tilting towards providing sustainable solutions and cost-efficient delivery

6 mins

Technology Disrupting The Construction Sector

By adopting innovative technologies like automation in construction, innovative designs, sustainability, use of prefabricated material and online marketing, developers can value-engineer their product, opines Anuj Puri, Chairman, ANAROCK Group

4 mins

Virus Strikes Again!

The threat furnished by the new virus variant is a further addition to existing investor woes such as slowing growth, spiralling inflation and possible tightening of monetary policy in the near future

2 mins

Negative Developments Spook Global Markets

Increasing supply concerns due to release of oil reserves following a request by the US amid fresh virus outbreaks in Europe and increase in inflation levels might keep oil under pressure

1 min

Read all stories from Dalal Street Investment Journal

Dalal Street Investment Journal Magazine Description:

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.