Business
Dalal Street Investment Journal
Capital Markets 2.0: From a Banyan Tree to Billion-Dollar Trades
From open street gatherings to today's tech-driven markets handling crores in daily turnover, India's capital markets have truly come a long way. But the transformation isn't over yet. In this story, Mandar Wagh explores the next wave of evolution reshaping India's financial landscape, highlighting SEBI's progressive reforms, the rise of a strong digital backbone, and the key companies positioned to benefit from this structural shift
6 min |
July 28 - August 10, 2025
Dalal Street Investment Journal
India Inc's Q1 FY26: A Tale of Resilience and Reckoning
Q1FY26 has revealed a corporate India that's adapting smartly to shifting global currents while drawing strength from domestic policy support. With RBI's timely rate cuts cushioning demand, sectors like banking and insurance have surged ahead, even as IT and consumer segments navigate headwinds. Early results from 200+ companies suggest a story of selective strength and strategic resilience. The rest of the earnings season could either cement this momentum—or test it
5 min |
July 28 - August 10, 2025
Dalal Street Investment Journal
RIDING WATER INFRA BOOM WITH VALUE-ADDED GROWTH
Jai Balaji Industries Ltd
2 min |
July 28 - August 10, 2025
Dalal Street Investment Journal
Active Momentum Funds Timing the Market or Tapping the Trend?
Abhishek Wani evaluates whether India's active momentum funds are skillfully timing markets or simply riding trends. By dissecting strategies of Samco and Quant, he scrutinizes the fine line between tactical rotation and disciplined trend-following in a volatile momentum investing landscape
10 min |
July 28 - August 10, 2025
Dalal Street Investment Journal
FIEM INDUSTRIES LTD LEADING THE CHARGE IN AUTOMOTIVE LED LIGHTING
India has become the fastestgrowing major economy in the world in recent years, which has led to significant demand for automobiles, including auto components.
2 min |
July 28 - August 10, 2025
Dalal Street Investment Journal
The Case for Value-Oriented Mutual Funds
We Indians love a good bargain. Known for our haggling skills, we take pride in not overpaying - whether it's for a product or a service. After all, why pay more than what something is truly worth?
2 min |
July 28 - August 10, 2025
Dalal Street Investment Journal
EMI vs SIP : Finding the Financial Sweet Spot
With rising home loan interest rates and evolving tax rules, many individuals face a critical choice- should surplus funds go toward prepaying their loan or building long-term wealth through SIPs? This piece compares both strategies across scenarios, helping you make an informed decision based on savings, returns, risk, and time horizon
9 min |
July 28 - August 10, 2025
Dalal Street Investment Journal
Make Your Portfolio Inflation-proof
Inflation is crucial to investing as it reduces the value of your money over time. Therefore, keeping up with the rate of inflation, to protect the value of investments, should be the top priority for every long-term investor. Remember, the ability to earn a positive real rate of return, i.e., gross returns minus taxes minus inflation, would depend upon the composition of the portfolio.
2 min |
July 28 - August 10, 2025
Dalal Street Investment Journal
AI Tailwind in IT Stocks: Time to Reboot Your Tech Portfolio?
After one year of sectoral underperformance, Indian IT is quietly undergoing its most radical overhaul since the cloud revolution, this time led by AI. The shift isn't cosmetic; it's existential. GenAI is reshaping services, rewarding agile midcaps and prompting investors to rethink legacy bets. The future of tech belongs to the AI-ready.
10+ min |
July 28 - August 10, 2025
Dalal Street Investment Journal
Gen Z: High Conviction Story, but Priced to Perfection?
From skincare routines to fashion trends, Gen Z is transforming how India consumes. This digital-first generation doesn't just buy; they curate experiences, demand personalization, and look for authenticity in every swipe and scroll. As India's 440-million-strong Gen Z cohort begins to dominate discretionary spending, platforms built to speak their language stand to gain immensely. Nykaa, India's leading content-led, lifestyle retail platform, is at the forefront of this generational shift
8 min |
July 28 - August 10, 2025
Dalal Street Investment Journal
Satish Ramanathan CIO - Equity, JM Financial Asset Management Ltd
Current markets are volatile and experiencing rapid sector rotation, which is not sustainable.
2 min |
July 28 - August 10, 2025
Dalal Street Investment Journal
NIFTY Index Chart Analysis
Nifty Struggles to Find Direction, Remains Range-Bound
4 min |
July 28 - August 10, 2025
Dalal Street Investment Journal
Inflation Drops, But So Do Indices
he Indian equity market navigated a largely negative trajectory during the last fortnight, with benchmark indices coming under sustained pressure amid global uncertainty, sector-specific concerns, and profit booking. The BSE Sensex and Nifty 50 both tumbled around 2 per cent, marking a period of consolidation after a strong run in the previous months.
1 min |
July 28 - August 10, 2025
Dalal Street Investment Journal
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.
5 min |
July 29, 2024
Dalal Street Investment Journal
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
7 min |
July 29, 2024
Dalal Street Investment Journal
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.
2 min |
July 29, 2024
Dalal Street Investment Journal
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.
2 min |
July 29, 2024
Dalal Street Investment Journal
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.
3 min |
July 29, 2024
Dalal Street Investment Journal
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
6 min |
July 29, 2024
Dalal Street Investment Journal
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.
2 min |
July 29, 2024
Dalal Street Investment Journal
❝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
5 min |
July 29, 2024
Dalal Street Investment Journal
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
6 min |
July 29, 2024
Dalal Street Investment Journal
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
2 min |
July 29, 2024
Dalal Street Investment Journal
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
5 min |
July 29, 2024
Dalal Street Investment Journal
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
10+ min |
July 29, 2024
Dalal Street Investment Journal
Front-Running In Mutual Funds
The recent unearthing of front-running in the Quant Mutual Fund has suddenly brought this term to the forefront with investors getting a bit panicky and wondering if they should exit the fund. The article explains how front-running takes place and whether any such illegal activity impacts the investors’ money
5 min |
July 15, 2024
Dalal Street Investment Journal
Dealing With Loss-Making SIPs
Despite diligently investing in mutual funds via regular SIPs with honesty and consistency, investors may still encounter negative returns. In such situations, it's crucial for investors to understand the underlying factors leading to negative returns and take necessary steps. Rakesh Deshmukh takes a closer look at this scenario
8 min |
July 15, 2024
Dalal Street Investment Journal
Invest Today In Tomorrow's Emerging Themes
In tune with the adage that the early bird gets the worm, investors would do well to identify those themes or sectors that are poised for tremendous growth in the coming days. If, as this report indicates, there is a clear shift towards electrical vehicles or digital technologies, then those are the kinds of sectors you should pay closer attention to. The stocks of these companies would definitely shoot up and give investors long-term benefits
10 min |
July 15, 2024
Dalal Street Investment Journal
"Lack Of Investor Awareness Is The Biggest Challenge"
Even though the number of retail mutual fund investors in India has been reflecting an amazing growth curve, there are challenges that many investors face due to a lack of insights into how the mutual fund industry works. As indicated by Amitabh Mohanty, Managing Director and CEO, JM Financial Asset Management Ltd. in this interview, steps must be taken to fill the gap
4 min |
July 15, 2024
Dalal Street Investment Journal
The Right Approach To Investing
Disciplined investing through SIP has emerged as an ideal strategy for millions of investors in our country.
3 min |