Business
Dalal Street Investment Journal
Currently, We Are Focusing On Mutual Fund Distribution
Heading Asia's oldest stock exchange and the fastest exchange in the world is no mean feat. To lead such a large institution which is also prone to technology disruption one needs not only to be dynamic and foresighted but also innovative and action-oriented. Ashish Chauhan, Managing Director and CEO of BSE, is one such leader who imbibes all these rare qualities needed to be successful at executing the complex and unconventional business strategies to ensure BSE is on the growth-track and ahead of the curve most of the times. With his infectious smile, he explains while talking to DSIJ, how and why the Indian economy is on the right track while spelling out the road ahead for India's leading exchange group
8 min |
March 02, 2020
Dalal Street Investment Journal
Market Watch - Virus Eats Into The Global Markets
The impact of coronavirus has been felt across the world with most indices getting weakened by the crisis even though the US remained an exception.
2 min |
February 17, 2020
Dalal Street Investment Journal
Are You In A Hurry To Prepay Your Home Loan?
Before you quickly decide to get rid off your debt – in this case a home loan – consider carefully the mathematics involved to find out if it would be better to invest in a mutual fund alongside paying the equated monthly instalments
6 min |
February 17, 2020
Dalal Street Investment Journal
'The Budget's Focus Can Be Summarized As Pro-Investment'
Sankar Chakraborti, CEO, Acuité Ratings & Research Limited presents a post-budget assessment and the impact it will have on the Indian economy
2 min |
February 17, 2020
Dalal Street Investment Journal
ULIP VS ELSS - Not Just A Matter Of Choice!
Undoubtedly, ULIP figures heavily in the minds of investors seeking an option for tax saving because the scheme also offers life insurance cover. However, does this attraction compensate for the other benefits offered by ELSS? Read on to know how the two fare against each other
9 min |
February 17, 2020
Dalal Street Investment Journal
Rallis India Limited-Reaping A Rich Harvest
Backed by a strong research and development centre and various initiatives aimed to assist farmers in increasing their agricultural produce, Rallis India Limited is well-poised to maintain its strong market presence
5 min |
February 17, 2020
Dalal Street Investment Journal
Q3FY20 – A MIXED BAG!
The earnings season is always crucial as it sets the tone for the market direction. Yogesh Supekar summarises the earnings seasons while the DSIJ Research Team share their observations on sectoral earnings
6 min |
February 17, 2020
Dalal Street Investment Journal
Lowering DEBT Leads To Better Performance
Debt is a perfect example of the proverbial two-edged sword. The clever use of leverage can boost the returns a company generates for its shareholders to a large extent; however, it is difficult to carry a large amount of debt successfully in a tough economic condition. Lately, we have seen a number of companies lowering their debt levels. Join us as we go about finding out what is the right capital structure and analysing the performance of certain companies that have moved away from debt
7 min |
February 17, 2020
Dalal Street Investment Journal
Interview - Chandresh Kumar Nigam MD & CEO, Axis AMC
It is only when the economy reaches a particular growth rate that everybody starts to derive gains out of it. For example, at 5% GDP only 30 per cent of the companies will do well and at 8% GDP probably all the companies will start doing well. It is going to be a slow transition.
5 min |
February 17, 2020
Dalal Street Investment Journal
BSE – Redefining the Landscape of Commodity Derivatives Market
With options on goods, participants can actually give or take delivery of the underlying without getting into the futures contract at the time of expiry. Secondly, in case of cash settled contracts, options can be settled on the spot of the underlying.
3 min |
February 17, 2020
Dalal Street Investment Journal
Asset Allocation Helps Weather Market Storms
When braving extreme cold and snow, people wear layers of clothing, hat or cap, mittens and waterproof insulated boots. Notice how they use a variety of equipment to make sure the biting cold does not affect them. They keyword here is ‘variety’.
3 min |
February 17, 2020
Dalal Street Investment Journal
Can The Fertiliser Industry Reap A Rich Harvest?
The recent energetic performance of the fertiliser stocks has raised doubts as well as anticipation, tempting some investors to foray into this territory. Anthony Fernandes takes a retrospective look at this beleaguered sector to know if the government’s recent policies and the forthcoming Union Budget have put wind in its sails
6 min |
February 3, 2020
Dalal Street Investment Journal
What's Your Portfolio Strategy?
Investing in a mutual fund is not an ad hoc process. It requires a disciplined approach that will help you choose the right portfolio strategy in order to achieve your financial goals, some of which may be your ‘needs’ and some would be ‘wants’. In this article, we highlight the various strategies and zero down on the core and satellite portfolio strategy that is best suited for most of us.
9 min |
February 3, 2020
Dalal Street Investment Journal
The Right Way To Choose Small-Cap And Mid-Cap Stocks
Despite steep underperformance by small-caps and mid-caps over the past couple of years there is a perception amongst investors that these categories are the ones with greater potential for returns. Yogesh Supekar details the steps that need to be taken in order to build a portfolio of small-caps and mid-caps while Karan Bhojwani throws light on the performance of the broader markets
9 min |
February 3, 2020
Dalal Street Investment Journal
Building A Future In Finance
A successful career in finance is dependent on many factors other than good academic grades from a business school.
5 min |
February 3, 2020
Dalal Street Investment Journal
Apollo Tyres: Maintaining Speed Despite Automotive Downturn
Apollo Tyres Limited (ATL) is primarily engaged in the manufacturing and sale of tires with its product portfolio comprising of tires, tubes, and flaps. It markets its products under two brands, Apollo and Vredestein, and its business segment includes India, Europe, and other nations. The Indian segment consists of manufacturing and sales operations in the country whereas the European segment includes manufacturing and sales operations at its plant-based in the Netherlands and at its subsidiaries as well. These subsidiaries are located in the United Arab Emirates, South Africa, and Thailand. In India, ATL has two manufacturing plants located in Cochin and one each at Vadodara and Chennai.
4 min |
February 3, 2020
Dalal Street Investment Journal
Designing A Debt Mutual Fund Portfolio
The start of year 2020 has not come with great news for bond fund investors in India.
5 min |
February 3, 2020
Dalal Street Investment Journal
Shocks Rattle The Markets, Recoveries Happen Soon After
Local or global events have the power to rock equity markets over the world but they should not be the cause for panic among investors. Geyatee Deshpande finds out how markets have recovered in the past whenever shocks and contingent events have impacted markets negatively. There is a lesson to be learned here by long-term investors
4 min |
January 20, 2020 - February 02, 2020
Dalal Street Investment Journal
Godawari Power and Ispat Limited - POWERED FOR A ‘STEELY' PERFORMANCE
Godawari Power and Ispat Limited has improved its financial and operational performance over a period of time due to higher realisations and improved capacity utilisation of its plants, thus making it a sound choice for investors
5 min |
January 20, 2020 - February 02, 2020
Dalal Street Investment Journal
Here's How To Tackle The Current Market Scenario
If you are a serious investor and follow an asset allocation method to decide the asset mix for your portfolio, you would typically have equity, debt, and gold in it. While asset allocation helps in diversifying your portfolio, each of these asset classes requires a different investment strategy to stay on course, advises Hemant Rustagi, CEO, Wiseinvest Advisors
2 min |
January 20, 2020 - February 02, 2020
Dalal Street Investment Journal
Time To Buy Small-Cap & Mid-Cap Funds
The last few years have been difficult for most of the mutual fund investors.
7 min |
January 20, 2020 - February 02, 2020
Dalal Street Investment Journal
KRBL Limited Nutritious To Your Portfolio!
KRBL’s flagship Basmati Rice brand ‘India Gate’ is considered as a market leader within its industry space.
6 min |
January 6-19, 2020
Dalal Street Investment Journal
Everything You Need To Know About ETF Investing
There is a tectonic shift happening in the asset management industry, all over the world.
6 min |
January 20, 2020 - February 02, 2020
Dalal Street Investment Journal
ROIC - A Preferable Path To Measuring Profitability
ROIC is a highly reliable and useful metric to consider when measuring investment quality. It is not readily available like other popular ratios and it takes a bit of work, but once investors start figuring out ROIC, they can be better armed to pick out stocks with great value, suggests Anthony Fernandes
5 min |
January 20, 2020 - February 02, 2020
Dalal Street Investment Journal
Moat Stocks For All Seasons!
It is a dream of any value investor to identify stocks that have some sort of moat in it. What is this ‘moat’ and how does one identify stocks with investment moat? Are these so called moat stocks worth considering? Yogesh Supekar explains how best to identify stocks with investment moat while Karan Bhojwani shares a list of stocks with probable investment moat built in it
7 min |
January 20, 2020 - February 02, 2020
Dalal Street Investment Journal
Our e-mobility company EMOSS has more than doubled in a year and is in a good position to cater to the mature markets
Precision CamshaftLimited (PCL) has acquired three companies in quick succession in the last two years.
2 min |
January 20, 2020 - February 02, 2020
Dalal Street Investment Journal
Core Portfolio Strategy – Debt and Equity
While planning for your financial goals, you would always expect the investment portfolio to provide linear returns for achieving your financial goals; however, the markets are not that kind to the investors.
2 min |
January 20, 2020 - February 02, 2020
Dalal Street Investment Journal
Asset Allocation – Doing It In The Right Way
While everyone talks about ‘Asset Allocation’ for your investment portfolio, approaching it in the right manner calls for careful review of one’s financial profile.
2 min |
January 20, 2020 - February 02, 2020
Dalal Street Investment Journal
Withdrawal Strategy Post Retirement
For most of you, the difference between going for an international vacation or looking for a local and cheap outing in your retirement will totally depend upon how soon you start saving.
6 min |
January 6-19, 2020
Dalal Street Investment Journal
Market Strategy For Budget 2020
The biggest annual event in the form of Budget is staring at us. Often, it is advised to be cautious before a major market event. Yogesh Supekar and Geyatee Deshpande discuss what could be the best market beating strategy with just one month before the major event i.e Budget 2020!
10+ min |