Business
Dalal Street Investment Journal
Creating Wealth Through Value Unlocking
You will find value investors always on the lookout for stocks that are traded at let’s say ₹100 per share but with actual intrinsic value of maybe ₹200 per share. However, most investors never understand the concept of intrinsic value and hence are deprived of knowing what the underlying true value of their investment is. Value investors make maximum gains when ‘value unlocking’ takes place. Yogesh Supekar and Karan Bhojwani explain what value unlocking is and how investors can benefit by investing in those companies that are about to unlock value for shareholders
10 min |
July 20, 2020
Dalal Street Investment Journal
Cement Industry: A Bond Gone Weak
One of the sectors worst affected by the virus pandemic and the ensuing lockdown in India has been cement. With infrastructure development and the housing industry screeching to a grinding halt, the cement industry has posted an 86 per cent year-on-year fall. Further, it is going to take quite some time for normalcy to return. Anthony Fernandes takes stock
6 min |
July 20, 2020
Dalal Street Investment Journal
Trackpad
GE Power bags contract worth ₹291.9 crore
5 min |
July 20, 2020
Dalal Street Investment Journal
Bharat Electronics Limited: Well-Armed For Growth
Even if the ongoing virus pandemic has disrupted operations, the company’s business prospects look very encouraging at a point when the government continues to emphasize on ‘Make in India’ and indigenization of defence manufacturing
4 min |
July 20, 2020
Dalal Street Investment Journal
Opportunity In The Making! ‘Atmanirbhar Bharat'
With heightened nationalism being the current global trend in which every nation is attempting to safeguard its national interest, the ‘Atmanirbhar Bharat’ initiative by the Indian government sounds like a perfect solution, at least superficially, to become self-reliant in an extremely uncertain global economic environment. But what does it mean to equity investors who are bullish on the India story? Yogesh Supekar and Karan Bhojwani draw attention to the sectors which stand to benefit from this initiative while also focusing on sectors that will gain from the increasing angst against Chinese products
9 min |
July 06 - 19, 2020
Dalal Street Investment Journal
Can Investing In Mutual Funds Make You A Billionaire?
When we read about the lifestyles of the billionaires across the world, doesn’t it ignite a dream to become a part of that exclusive group of people? It does, surely! It also makes us wonder about the strategy or approach that one needs to adopt to become wealthy. Is investing in mutual funds one of those options? Read on to find out
10 min |
July 06 - 19, 2020
Dalal Street Investment Journal
Investors May Look To Invest In Debt Schemes - Prathit Bhobe CEO and Managing Director Tata Asset Management
Taking stock of the current financial situation where the economy and the equity markets seem to be moving in different directions, Prathit Bhobe, CEO and Managing Director, Tata Asset Management, provides some guidelines for the way ahead
4 min |
July 06 - 19, 2020
Dalal Street Investment Journal
❝Next Year, The Growth Rate Will Become Much Better❞
Accepting that the growth for this year will be flat, Umesh Govind Revankar, Managing Director and CEO, Shriram Transport Finance, believes that the curve should gradually inch upwards
2 min |
July 06 - 19, 2020
Dalal Street Investment Journal
Tax Column - Jayesh Dadia Chartered Accountant
Tax Column - Jayesh Dadia Chartered Accountant
4 min |
July 06 - 19, 2020
Dalal Street Investment Journal
Focus On Time In The Market - Hemant Rustagi Chief Executive Officer, Wiseinvest Advisors
The economic turmoil due to the virus pandemic has hugely impacted the stock markets.
3 min |
July 06 - 19, 2020
Dalal Street Investment Journal
Oriental Trimex: Riding High On New Product Inclusion - Rajesh Punia, MD, Oriental Trimex Ltd.
The company has strong sourcing abilities and understands the local requirements and preferences of its customers
2 min |
July 06 - 19, 2020
Dalal Street Investment Journal
NBFCs : Caught Between A Rock And A Hard Place
Non-banking financial companies (NBFCs) have been going through extremely difficult times, first on account of the IL&FS fallout that shook the industry and now due to the virus-triggered pandemic. Anthony Fernandes investigates the overall impact on this sector and studies how the government’s stimulus packages may offer a ray of hope
7 min |
July 06 - 19, 2020
Dalal Street Investment Journal
Alankit And IDP Launch Innovative Identity Solutions
Contactless, smart and seamless cards solution provider, Alankit has launched two new products – SOLID-510 and ID software ALSSEC-ID
3 min |
July 06 - 19, 2020
Dalal Street Investment Journal
Airline & Tourism Industry : Flying With Clipped Wings
The pandemic has dealt out a severe blow to the airline and tourism industry and it is unlikely to emerge from this situation soon enough. Geyatee Deshpande discusses that while gradual phasing out of lockdowns across the world will rejuvenate the air travel sector, the luxury holiday and resort sectors are unlikely to find many takers
6 min |
July 06 - 19, 2020
Dalal Street Investment Journal
The Art Of Portfolio Management
It’s not enough to simply invest. As an investor, you will not be able to make the right gains and cut back on losses or achieve your financial goals unless and until you monitor your portfolio regularly and learn the tricks of rebalancing it to stay on top of the game
10 min |
June 22 - July 05, 2020
Dalal Street Investment Journal
EScorts: Maintaining Good Growth Momentum
With its various divisions that cater to a wide range of products right from tractors to construction equipment to railway equipment, Escorts Limited has maintained steady equilibrium except for the impact of the virus pandemic
5 min |
June 22 - July 05, 2020
Dalal Street Investment Journal
Markets Go Through Another Shakedown
The US Federal Reserve launched its much-awaited Main Street Lending program to help the economy to cope with the strains caused by the pandemic offering up to USD 600 billion in loans
3 min |
June 22 - July 05, 2020
Dalal Street Investment Journal
PSU Stocks: Deep Value Or Value Trap?
There is a general feeling among investors that PSU stocks make for a safe bet during economic downturns due to the high dividend yield they provide. However, after years of underperformance, do these stocks still hold the promise of good returns? Join Anthony Fernandes as he looks at what is in store for this largely beaten down segment.
5 min |
June 22 - July 05, 2020
Dalal Street Investment Journal
Commodity Stocks: The Potential, Perks And Profit
Even as commodity prices gain, investors are beginning to get clueless as to how to benefit from such a jump. Buying commodity futures is often not the optimal way to profit from the price movement as it may involve taking exposure via futures (derivatives). Buying futures of the underlying commodity is betting on the future price of the underlying commodity, which is a risky proposition for most investors. Instead, taking exposure to commodity stocks may be a good idea. Karan Bhojwani explores the benefits of investing in commodity stocks and explains the correlation between commodity prices and the key benchmark equity index
5 min |
June 22 - July 05, 2020
Dalal Street Investment Journal
Q4 2020: Hits & Misses!
The period of Q4 2020 is considered by many as crucial because it can give us a glimpse of what lies ahead of us in the next quarter. However, this time around the last week of March, which is supposed to be the best week for business for many companies, was lost in lockdown, thus impacting the overall results. Yogesh Supekar analyses the Q4 results while Geeyatee Deshpande highlights the positive results and the ones that were below the estimates
7 min |
June 22 - July 05, 2020
Dalal Street Investment Journal
Reading A Fund Factsheet
Prior to investing in any mutual fund, an investor must necessarily go through the details provided in its factsheet. Here are some guidelines about what to look out for
6 min |
June 22 - July 05, 2020
Dalal Street Investment Journal
Buying The Right Health Insurance Cover
With the human race now susceptible to an extraordinary wide range of ailments and the fact that healthcare-related expenditure could wipe out your entire life-savings, it is of the paramount need to opt for a health insurance policy. But from the surfeit of various policies, each with its own fine print, which is the one that you should opt for? The following article provides some tips
6 min |
June 22 - July 05, 2020
Dalal Street Investment Journal
Three Biggest Mistakes In Option Trading
Option trading today is more popular than ever and as markets get more volatile than usual, option trading looks to be the most promising way to profit from the markets. While participation has been increasing in the complex world of option trading, the mistakes made by option traders are also quite visible. Geyatee Deshpande shares insights on the common fallacies that option traders suffer from and also suggests how best to avoid them
7 min |
June 08 - 21, 2020
Dalal Street Investment Journal
Bull Market Rally Vs Bear Market Rally
Ever since equity markets have displayed a swift recovery following a rapid fall in 2020, investors are being advised to remain cautious on deploying fresh monies by several stock market experts, who are calling the remarkable recovery as just another bear market rally. So what exactly is a bear market rally and can one distinguish it from a bull market rally? Yogesh Supekar along with the DSIJ Research Team identifies the typical characteristics of bear and bull market rallies and the aspects that differentiate the two.
10+ min |
June 08 - 21, 2020
Dalal Street Investment Journal
International Funds: Should You Invest Now?
It would be a wise decision to invest in international funds. Besides the current surge, there are a couple of other benefits that these funds offer to Indian investors
4 min |
June 08 - 21, 2020
Dalal Street Investment Journal
Multi-Asset Funds: Better Investment Experience
Multi-asset allocation invests in different asset classes in different proportions to provide a well-diversified portfolio to the investors. In this article, you would gain more insights about this category and also understand what kind of investor should consider investing in them.
8 min |
June 08 - 21, 2020
Dalal Street Investment Journal
LOW PRICED SCRIP
MARKSANS PHARMA WHERE HEALTH IS WEALTH HERE IS WHY Good financial improvements in last three years. Diversified revenue sources Good growth prospects
2 min |
June 08 - 21, 2020
Dalal Street Investment Journal
India Cements Bonding Well For Strong Growth
With its strong brand image and established presence, especially in South India, India Cements is all set to further improve its profitability and capacity utilisation levels which will lead to a positive growth trend for the future
4 min |
June 08 - 21, 2020
Dalal Street Investment Journal
Recovery Finds A Way
A strong recovery was seen in the domestic markets owing to positive rallies by domestic benchmark indices during the latter part of the fortnight.
2 min |
June 08 - 21, 2020
Dalal Street Investment Journal
ALKEM LABORATORIES ON A ‘HEALTHY' NOTE
Alkem Laboratories is India’s leading generic pharmaceutical company with global operations.
2 min |