Business
Dalal Street Investment Journal
Cylical Stocks To Do Well
Above average returns are possible in equity investments if one can catch the broader trend early. If 2020 was all about the defensive stocks, especially pharmaceutical and IT stocks, in all likelihood 2021 may belong to the cyclical sector stocks. A change in portfolio stance is all that is required in order to outperform the markets in 2021, from defensives to cyclical stocks. Yogesh Supekar explains what exactly ‘cyclical stocks’ are and discusses why cyclical stocks may do well in 2021
9 min |
December 07, 2020
Dalal Street Investment Journal
''BEL does not foresee any fall in the demand for its products or services''
Company’s move to foray into the electro-explosive segment
6 min |
December 07, 2020
Dalal Street Investment Journal
Dealing With Loss-Making SIP
Investment through SIPs is considered one of the most convenient ways of investing in mutual funds and creating long-term wealth. It enforces disciplined investing among investors and helps them to benefit out of rupee cost averaging. Nonetheless, there are situations where SIPs might not be the ideal investment route. The article explains why
5 min |
November 23, 2020
Dalal Street Investment Journal
Buy Right And Sit Tight How Right Is That?
One thumb rule, promoted by most investment consultants, is the buy right and sit tight strategy. In the long term, this will help you create good wealth. However, there are various drawbacks of this strategy such as there is no consistent winner among various asset classes like equity, debt and gold. This article takes a close look at the fallacies of this strategy and suggests an alternative option
8 min |
November 23, 2020
Dalal Street Investment Journal
Cipla Launches ‘Covi-G', A Rapid Antibody Test Kit For Covid-19
Global pharmaceutical company, Cipla Limited announced that it has signed a licensing agreement with Multi G, a Belgium-based company for distribution of its Rapid Antibody test kit for COVID-19.
1 min |
November 23, 2020
Dalal Street Investment Journal
HDFC AMC: Attracting Investor Confidence
HDFC AMC continues to keep its expenses in check and since the company is one of the lowest cost operators in the industry, recovery in cash flows will be very positive
5 min |
November 23, 2020
Dalal Street Investment Journal
Markets Display Upward Surges
Positive news about the vaccine for corona virus and the results of the US presidential election triggered fresh waves of positivity in the global markets
2 min |
November 23, 2020
Dalal Street Investment Journal
Kerbside
The recommendations provided in this column are taken from various market sources such as brokers, analysts, dealers and investment strategists, etc. These recommendations may not be backed by strong fundamentals. Therefore we advise readers to use their own discretion before investing in these recommendation
2 min |
November 23, 2020
Dalal Street Investment Journal
Q2 Results More Buying Opportunities
The earnings’ season is always a busy season for market participants. The current earnings’ season was especially important for investors because it reflects not only the pace of recovery but also the quality of recovery across various sectors. Yogesh Supekar comments on the performance of various companies across the board while Geyatee Deshpande highlights the ‘outstanding performances’ this earnings’ seasons in addition to the DSIJ Research Team analysing the quarterly results sector-wise
10+ min |
November 23, 2020
Dalal Street Investment Journal
ONGC Videsh forays into Senegal blocks; signs agreements with FAR Ltd
ONGC Videsh Limited (OVL) is about to enter in Senegalese offshore after signing a definitive binding agreement with Australia’s FAR Limited.
1 min |
November 23, 2020
Dalal Street Investment Journal
Asset Allocation: The Mantra Of Success
Saravanan S ( CFP) Director, Purplepond Investments
3 min |
November 23, 2020
Dalal Street Investment Journal
Taxation Of Mutual Fund Investments
When it comes to astute investment decision-making, you shouldn’t consider just the sources of investment returns but also the tax implications on your investments. Mutual fund investments are an optimal way to meet your financial goals keeping in mind your risk profile. However, depending on the type of return, asset class, investment time horizon and residential status, your mutual fund investment returns are subject to tax.
3 min |
November 09, 2020
Dalal Street Investment Journal
Markets To Inch Higher – Time To Go Shopping!
When it comes to the equity markets there is never a dull moment – constant highs and lows keep investors in a state of perpetual movement. And that is the case even now when the current market condition has put many investors in a dilemma. The more than decent recovery in the markets has kept investors guessing about the future movement of their stocks. Geyatee Deshpande discusses how the markets have behaved in 2020 while Yogesh Supekar highlights the investing opportunities in the current markets even as the DSIJ research team shares its ‘top picks’ for the next one year
10+ min |
November 09, 2020
Dalal Street Investment Journal
Is It Time To Book Profit From Equity Mutual Funds?
If your allocation to equities has increased recently and is higher than what you had planned for, it may be time to rebalance the portfolio by redeeming some units of equity funds and move that fund either to short-term debt funds or gold.
4 min |
November 09, 2020
Dalal Street Investment Journal
Public Sector Enterprises: India's Jewel In The Crown
While there is a false notion that public sector enterprises are loss-making business organisations that suffer from an overload of bureaucracy and operational inefficiency, the truth is totally different. Contributing around 13 per cent to India’s GDP in terms of turnover and contributing over ₹3.68 lakh crore to the Indian exchequer through taxes and dividends, PSEs have played a significant role in the development of the country’s demographics across all regions
6 min |
November 09, 2020
Dalal Street Investment Journal
PMS Versus Investment Advisory : Which Is Better?
There are various ways in which an investor can participate in the equity markets. Portfolio management service or PMS is emerging as one of the most promising ways to participate in the markets for high net-worth individuals (HNIs). But is PMS the best way to beat benchmark indices or is hiring a decent investment advisory service (IAS) good enough to beat benchmark indices? Ganesh Vaybase explores the pros and cons of PMS versus IAS while also exploring the benefits of mutual fund investing
10+ min |
November 09, 2020
Dalal Street Investment Journal
SOBHA LIMITED: SCALING NEW HEIGHTS
In spite of the imposed lockdowns due to the pandemic, no new launches, uncertain macro-economic outlook and tough real estate sector scenario, the company posted 37 per cent QoQ growth in sales volume and 41 per cent QoQ increase in total sales value during Q2FY21, thus indicating strong fundamentals
4 min |
November 09, 2020
Dalal Street Investment Journal
Interview: Shri Manoj Jain Chairman and Managing Director, GAIL (India) Limited.
"GAIL’S PROFITABILITY HAS CONSISTENTLY BEEN ON AN UPWARD TREND"
7 min |
November 09, 2020
Dalal Street Investment Journal
Asian Indices Save The Day
Bankex ended the fortnight in green as a result of the recent rally seen in banking and financial stocks.
2 min |
November 09, 2020
Dalal Street Investment Journal
Know How To Tide The Market Cycle With Mutual Funds
When it comes to investments, controlling your emotions is one of the most crucial factors. This can be achieved to a great extent by setting realistic returns expectations. Further, we believe that adopting tactical asset allocation is much more beneficial than strategic asset allocation. Read the report to understand why this is so.
6 min |
October 26, 2020
Dalal Street Investment Journal
Making ETF A Part Of Your Portfolio
Why do exchange traded funds (ETFs) suffer from low investor participation even when they have generated better returns than index funds in the same period? The following report provides insights into the ETFs and how they function while pointing out their merits and demerits in terms of retail investing
10+ min |
October 26, 2020
Dalal Street Investment Journal
Managing Portfolio Risk In The Current Market
Portfolio risk management is often the most ignored aspect of professional investment. Most investors do not understand the concept of portfolio risk management leave alone the ability to manage portfolio risk. Yogesh Supekar aims to simplify the concept of portfolio risk management while also explaining how best one can manage portfolio risk in the current market environment
10+ min |
October 26, 2020
Dalal Street Investment Journal
MULTIBAGGERS - The Quick March Of The Multibaggers
Every investor aspires to have a multibagger in his or her portfolio. One or two such baggers in the portfolio with adequate weightage can lead to huge wealth creation. The problem lies in spotting the multibaggers in advance and betting on the top ones with sizeable capital. Ganesh Vaybase puts under the spotlight multibaggers of the year 2020 while also highlighting the trends in multibagger stocks over the past 10 years and the sectors that have produced the maximum 10 baggers in the past 10 ten years
6 min |
October 26, 2020
Dalal Street Investment Journal
Value Investing May Make A Comeback
September 2020 is the third month when we have witnessed a continuous net outflow from equity-dedicated funds. What is your view on such moderation in inflows and when can we expect equity investors to return?
3 min |
October 26, 2020
Dalal Street Investment Journal
MPHASIS: Powered By Technology
With technologies like industrial automation, drones and robotics, cloud, IoT, augmented and virtual reality technologies, big data and analytics, artificial intelligence and blockchain being the key to driving the global digital transformation business, Mphasis is all set to chart out a trailblazing path ahead
5 min |
October 26, 2020
Dalal Street Investment Journal
Create A Superior Portfolio
To decide an appropriate asset allocation, you can also follow a thumb rule that says subtract your age from the number 100 in order to find out how much should be invested in equities and the rest in debt.
3 min |
October 26, 2020
Dalal Street Investment Journal
Indo Count Industries Ltd forays into bed linen markets
Indian bed linen market
1 min |
October 26, 2020
Dalal Street Investment Journal
Cipla launches Nintib to treat idiopathic pulmonary fibrosis
The pharma major, Cipla Limited announced that it has launched generic Nintedanib for the treatment of idiopathic pulmonary fibrosis (IPF), under the brand name, 'Nintib'. The drug will be made available in the form of 100 mg and 150 mg capsules.
1 min |
October 26, 2020
Dalal Street Investment Journal
All You Need To Know About Taxation In Mutual Fund
When it comes to investment in mutual funds, the second most important thing people consider is taxation; returns remain undoubtedly the first. When we say a particular investment is taxable, then it is very important to understand how it is taxed. This is because taxation is one of the things that might influence your investment decision and returns that you take home. In this article, we would try to understand how mutual funds are taxed and how should you go about the process.
6 min |
October 12, 2020
Dalal Street Investment Journal
IPO: Investors' Best Friend In 2020
A healthy IPO market is always good for the overall wellbeing of the equity markets. The year 2020 has been one of the most volatile years, almost comparable with the global financial crisis year i.e. 2008. In spite of the crisis that shook investors’ confidence in the first half of the year, the IPO markets showed a solid recovery in the second half, thus reviving investors’ interest in IPOs. Ganesh Vaybase discusses in detail how the IPO markets performed in 2020 while sharing the outlook for the IPO markets in the coming months
4 min |