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Jayesh Dadia - Chartered Accountant
Dalal Street Investment Journal

Jayesh Dadia - Chartered Accountant

Jayesh Dadia inputs on Tax planning

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4 mins  |
August 14, 2023
TATA COMMUNICATIONS: MAKING THE RIGHT CONNECT WITH GROWTH
Dalal Street Investment Journal

TATA COMMUNICATIONS: MAKING THE RIGHT CONNECT WITH GROWTH

With its rich heritage in shaping India’s internet landscape, the company has, over 25 years, taken a lead position in enabling the adoption of digital services in the country

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6 mins  |
August 14, 2023
Servotech Power Systems Incorporates Subsidiary for Manufacturing and Trading of Batteries
Dalal Street Investment Journal

Servotech Power Systems Incorporates Subsidiary for Manufacturing and Trading of Batteries

Shares of Servotech Power are being traded ex-split since Friday, July 28.The stock traded ex-split in 2:1 ratio, implying that each stock of the company with face value of ₹2 each has now been divided into two stocks with a face value of ₹1 each. The stock has gained about 1,350 per cent in the last one year.

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2 mins  |
August 14, 2023
Sarveshwar Foods' Board Approves Stock Split And Bonus Issue
Dalal Street Investment Journal

Sarveshwar Foods' Board Approves Stock Split And Bonus Issue

SFL has a sustainable and eco-positive legacy of serving healthy and tasty rice for more than 130 years and in the last couple of decades it has extended its heritage to other premium categories of FMCG and organic products

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2 mins  |
August 14, 2023
TRANSFORMERS AND RECTIFIERS (INDIA) - POWERED TO PERFORM
Dalal Street Investment Journal

TRANSFORMERS AND RECTIFIERS (INDIA) - POWERED TO PERFORM

HERE IS WHY - Leading transformer manufacturer. Ambitious expansion plans. Favourable growth prospects

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2 mins  |
August 14, 2023
KNR CONSTRUCTIONS LIMITED - ON A SOLID FOOTING
Dalal Street Investment Journal

KNR CONSTRUCTIONS LIMITED - ON A SOLID FOOTING

HERE IS WHY  - Part of India's infrastructure development story. High level of engineering skills. Successful execution of huge orders

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2 mins  |
August 14, 2023
After The Spike Comes The Correction
Dalal Street Investment Journal

After The Spike Comes The Correction

After making sizeable investments in the Indian market, which was the main driving force behind the robust rally, Flls have now started to turn into net sellers after a long period of time

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2 mins  |
August 14, 2023
The FPI Favourites & Unfavoured
Dalal Street Investment Journal

The FPI Favourites & Unfavoured

One of the fastest growing economies and most stable currencies compared to others has strengthened India's macroeconomic outlook, thereby attracting foreign investors. Mandar Wagh explains which sectors and companies have drawn investors and which have not since it is critical to understand where the sectoral trajectories are heading, given the potential of FPIs to boost or deteriorate the economy

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8 mins  |
August 14, 2023
Navigating Investment Avenues: Bonds Versus Debt Mutual Funds
Dalal Street Investment Journal

Navigating Investment Avenues: Bonds Versus Debt Mutual Funds

Investing is a critical tool for building wealth and achieving financial goals. When it comes to fixed-income investments, two popular options that often arise are investing directly in bonds or opting for debt mutual funds. In this special report, Vardan Pandhare delves into both the options to explore the investment opportunities, growth and prospected returns

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9 mins  |
July 31, 2023
Embracing Stocks For Long-Term Growth
Dalal Street Investment Journal

Embracing Stocks For Long-Term Growth

There are various reasons why investors are choosing stocks and not other financial investment avenues for long-term growth. The article highlights the domain of equity mutual funds to help understand this trend

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10 mins  |
July 31, 2023
Is It The Right Time To Go For Growth Stocks?
Dalal Street Investment Journal

Is It The Right Time To Go For Growth Stocks?

Investing in growth stocks involves identifying companies with exceptional growth potential and allocating capital in the hope of capitalising on their future success. While growth stocks have historically outperformed the broader market during bull runs, they can also be more volatile and subject to greater price fluctuations. Bhavya Rathod highlights whether it is the right time to go for growth stocks

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8 mins  |
July 31, 2023
Aim to Cut Risks in Your Portfolio
Dalal Street Investment Journal

Aim to Cut Risks in Your Portfolio

Remember, your capacity to take risks emanates mainly from your time horizon. That's why, it is crucial to have a clearly defined time horizon as well as an asset allocation in line with that.

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2 mins  |
July 31, 2023
Funds For The Future
Dalal Street Investment Journal

Funds For The Future

Retirement planning is a crucial aspect of ensuring a financially secure future. In India, where the population is witnessing a significant demographic shift, individuals must adopt strategic approaches to build a retirement corpus. The money you earn today may not be worth that much after a few years. The long-term inflation rate in India has varied over time. From historical data, the average inflation rate in India over the past few decades has been around 6-7 per cent. Simply put, in 10 years’ time you will require approximately Rs 17 lakhs to have the same purchasing power as Rs 10 lakhs has today. So, it is imperative that investors plan their retirement corpus accordingly and start putting together a retirement plan which is inflation-proof.

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3 mins  |
July 31, 2023
SUPREME INDUSTRIES PROFIT OUT OF PLASTIC
Dalal Street Investment Journal

SUPREME INDUSTRIES PROFIT OUT OF PLASTIC

Supreme Industries, founded in 1942, is one of India's leading manufacturers of plastic products today. Given its dedication to sustainable production and the implementation of a variety of efforts to lessen environmental impact, the company's products have been favourably positioned in India and other countries

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5 mins  |
July 31, 2023
GUJARAT PIPAVAV PORT SMOOTH SAILING ALL THE WAY
Dalal Street Investment Journal

GUJARAT PIPAVAV PORT SMOOTH SAILING ALL THE WAY

The Indian ports and shipping industry plays a vital role in sustaining growth in the country’s trade and commerce domain. India is the sixteenth-largest maritime country in the world with a coastline of 7,516.6 km. The country has 12 major ports and 200+ notified minor and intermediate ports. The National Perspective Plan for Sagarmala aims to develop six new mega ports. India’s key ports had a capacity of 1,598 million tonnes per annum (MTPA) in FY22. From April-October 2022, the key ports in India handled 446.50 million tonnes (MT) of cargo traffic.

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2 mins  |
July 31, 2023
MARATHON NEXTGEN REALTY LTD. STRUCTURING GOOD PROFITABILITY
Dalal Street Investment Journal

MARATHON NEXTGEN REALTY LTD. STRUCTURING GOOD PROFITABILITY

The real estate sector comprises four sub-sectors, namely, housing, retail, hospitality and commercial. The growth of this sector is well complemented by the growth in the corporate environment and the demand for office space as well as urban and semi-urban accommodation. The real estate sector in India is expected to reach USD 1 trillion in market size by 2030, up from USD 200 billion in 2021, and contribute 13 per cent to the country’s GDP by 2025.

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2 mins  |
July 31, 2023
Economic Indicators To Dictate Global Equity Markets
Dalal Street Investment Journal

Economic Indicators To Dictate Global Equity Markets

Although the economic outlook is sending mixed signals regarding the near-term path, there are still reasons for investors to maintain optimism about the markets, even amidst a slowdown in growth.

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2 mins  |
July 31, 2023
Cautious Trading Approach Emerges in Commodity Market
Dalal Street Investment Journal

Cautious Trading Approach Emerges in Commodity Market

Following the surge of optimism last week due to the prospects of a rate hike pause by the US Federal Reserve, the global commodity market adopted a slightly cautious approach amid mixed data and earnings results from the US.

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2 mins  |
July 31, 2023
Jio Financials: Does the Demerger from Reliance Create Value?
Dalal Street Investment Journal

Jio Financials: Does the Demerger from Reliance Create Value?

Assessing the demerger of Jio Financials from Reliance, Chetan Shah notes its intricacy, with possible gains and risks in tow. As the value for shareholders remains uncertain, this strategic move is anticipated to exert a substantial influence on the Indian financial services landscape.

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4 mins  |
July 31, 2023
Will The New ESM Framework Plug The Gaps?
Dalal Street Investment Journal

Will The New ESM Framework Plug The Gaps?

In a bid to address the challenges posed by high volatility in the realm of 'micro-small' companies, SEBI introduced the Enhanced Surveillance Measure (ESM) framework, which is has now revised. The new framework is set to fortify market integrity and promote a more agile and transparent trading environment for the securities falling under this framework. Bhavya Rathod highlights how it will work and also the challenges it will pose for investors

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8 mins  |
July 31, 2023
Optimism Sways The Market Mood
Dalal Street Investment Journal

Optimism Sways The Market Mood

All sectoral indices, with the exception of BSE Power, managed to report gains over the last fortnight, reflecting optimism on the sectoral front as well

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2 mins  |
July 31, 2023
Crude Oil & Gas: Oil Is Well!
Dalal Street Investment Journal

Crude Oil & Gas: Oil Is Well!

Despite several challenges, the crude oil and gas industry has recorded a swift turnaround in the wake of the waning of the pandemic. Mandar Wagh explains how, being one of the country's eight core sectors, the government's focus and initiatives, as well as developments such as ethanol blend and use of alternative fuels, will determine the direction of the industry.

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5 mins  |
July 31, 2023
Q1FY24 Hits & Misses
Dalal Street Investment Journal

Q1FY24 Hits & Misses

After hitting a record high in the last quarter of FY23, compared with their poor showing in the previous two quarters of the financial year, the first quarter of FY24 has started on expected lines. India Inc.'s earnings for the quarter ended June 2023 are yet to cross the halfway mark and have largely remained as per market expectations with no major surprises

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10 mins  |
July 31, 2023
Companies With Consistent Growth in Generating Free Cash Flow
Dalal Street Investment Journal

Companies With Consistent Growth in Generating Free Cash Flow

Although financial ratios and other factors are often considered to reflect the current earning potential while investing, can they also predict future prospects? This is where free cash flow of a company assumes importance. Mandar Wagh explains the concept of free cash flow, the benefits it delivers to the company, and why it is critical for investors to consider. Also, check out the leading companies that are consistently growing their free cash flow

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5 mins  |
July 17, 2023
Are Exchange Traded Funds The Right Investment For You?
Dalal Street Investment Journal

Are Exchange Traded Funds The Right Investment For You?

Exchange Traded Funds (ETFs) have emerged as a popular investment option in India, providing investors with a convenient and cost-effective way to gain exposure to a diversified portfolio of securities. These funds have achieved significant traction due to their unique characteristics and potential benefits. Vardan Pandhare explores the world of ETFs as an investment avenue

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9 mins  |
July 17, 2023
Rate cuts are a possibility from the next calendar year
Dalal Street Investment Journal

Rate cuts are a possibility from the next calendar year

I believe that in India inflation may remain within 4-6 per cent which is the comfort level of the central bank.If the investment objective is over a short term, one-year products like low-duration and money market may be considered.

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3 mins  |
July 17, 2023
Have an Optimal Asset Allocation for Each of Your Goals
Dalal Street Investment Journal

Have an Optimal Asset Allocation for Each of Your Goals

Sector and thematic funds fund should be avoided until you are confident about your ability to pick the right sector and have clarity on when to enter and exit

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2 mins  |
July 17, 2023
Expense Ratio & MF Returns
Dalal Street Investment Journal

Expense Ratio & MF Returns

With the Securities and Exchange Board of India expected to soon release a consultation paper on total expense ratio (TER), it is time to understand how this impacts the investor's cost of investment as well as the income of the asset management companies

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4 mins  |
July 17, 2023
From Underdogs To Superstars: Small-Cap Investing Defies Expectations
Dalal Street Investment Journal

From Underdogs To Superstars: Small-Cap Investing Defies Expectations

Intelligent investing involves buying more than what you are paying for. Imagine the returns netted by investors who decades ago bought and held on to today's giants such as Reliance Industries, TCS, Infosys, L & T and the likes?

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3 mins  |
July 17, 2023
Global Equities Weather Recession Concerns, Find Stability in H1 2023
Dalal Street Investment Journal

Global Equities Weather Recession Concerns, Find Stability in H1 2023

The first half of 2023 witnessed a series of noteworthy events in global equity markets. It encompassed a remarkable upswing in tech stocks, driven by the influence of artificial intelligence (AI). Additionally, there was substantial decline in the commodity market, and a profound banking crash, arguably the most severe since the Lehman Brothers crisis

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2 mins  |
July 17, 2023