Business
Dalal Street Investment Journal
Post-Poll Investment Strategy
Now that the slightly foggy situation that emerged from the election results has cleared and the BJP has taken the responsibility of steering the nation forward through a continuation of its policies to make India the third-largest economy in the world, what should an investor do to maximise the potential for wealth generation? The article takes a deeper look at the post-poll scenario and provides guidelines for both experienced and fresh investors
10 min |
June 17, 2024
Dalal Street Investment Journal
Retirement Planning NPS Vs MFS
Most of us tend to ignore the glaring fact that our financial needs will be as much or maybe even greater after retirement from an active professional phase. Not only will the sources of monthly income dry up, certain factors like rising healthcare costs and inflation cannot be ignored. Therefore, financial planning to be able to continue living a secured and comfortable life is highly crucial. This article will equip you with the knowledge to navigate this significant aspect of your financial journey
8 min |
June 17, 2024
Dalal Street Investment Journal
A Matter Of Choice
Mutual funds have emerged as an effective investment vehicle for investors with different risk profiles, time horizons and investment goals. However, to benefit from their true potential, it’s important to select the right funds.
2 min |
June 17, 2024
Dalal Street Investment Journal
Understanding The Magical Power Of Compounding
People often overlook simple and straightforward concepts, assuming they won't lead to significant wealth, and instead, they seek out more complex strategies, particularly in the financial markets. Compounding, although simple, is a potent concept frequently forgotten during investments. Rakesh Deshmukh takes a closer look at compounding and its significance in an investment journey
7 min |
June 17, 2024
Dalal Street Investment Journal
Ride The Business Cycle
In the world of investing, understanding a business cycle is like riding the waves of economic trends. As legendary investor Howard Marks puts it, “Recognising what’s going on around you is essential to achieve investment success”, which highlights the importance of adaptability in responding to the ever-changing economic landscape.
3 min |
June 17, 2024
Dalal Street Investment Journal
Pharmaceutical & Healthcare Sector In A Bonny Baby Scenario
Amidst a sea of red in the majority of investors' portfolios following the election results, healthcare and pharmaceutical stocks stood out with remarkable resilience, providing a sense of relief to those who had retained faith in them. Mandar Wagh explores the factors precisely fuelling optimism within the pharmaceutical and healthcare industry and forecasts what lies ahead for the sector
6 min |
June 17, 2024
Dalal Street Investment Journal
A SIGNIFICANT TURNAROUND
Given the fact that Religare Enterprises Limited's stock has bounced from a mere 17 to 272 in a short period of one year, it is time for investors to know the inside story of how the company is faring now and, more interestingly, the involvement of the Burman family that has been increasing its stake
4 min |
June 17, 2024
Dalal Street Investment Journal
Domestic Markets Rock And Roll
The Nifty VIX, referred to as the 'fear gauge', plunged over 30 per cent in the last week, indicating a significant slowdown in volatility and increased investor optimism
2 min |
June 17, 2024
Dalal Street Investment Journal
Can The Global Equities Sustain The Bull Run In The Second Half Of 2024?
After four weeks of gains, the markets paused in the past fortnight, despite outstanding earnings from the Al leader NVIDIA. For the year, the S&P 500 remains up by about 10 per cent, and we view some consolidation after the recent strong performance.
2 min |
June 03, 2024
Dalal Street Investment Journal
Are Small-Cap Funds Still Lucrative?
While the high growth potential of small-cap funds is enticing, the investment comes with a significant downside. Compared to large-cap funds, small-caps experience deeper maximum drawdown during market downturns. The article examines the how, why and when of investing in small-cap funds
8 min |
June 03, 2024
Dalal Street Investment Journal
Small-Caps: Book Profits Or Remain Invested?
Our analysis of the performance of small-cap stocks indicates that while the broader markets are expected to rise, caution is advised regarding extreme valuations. Therefore, it is recommended to choose quality small-cap stocks based on thorough fundamental and technical research. The article highlights the reasons for doing so
5 min |
June 03, 2024
Dalal Street Investment Journal
Shifting Sands: Will FIIs Return To Indian Shores?
The Indian equity market currently grapples with a cloud of uncertainty, with volatility reaching its peak. Fils have been consistent net sellers for months, offloading a significant ₹1.20 lakh crore in 2024 alone. This raises a critical question: Is this indicative of a fundamental shift in their view on the Indian growth story, or are they contending with temporary headwinds? Mandar Wagh delves into the potential reasons behind Fil selling and explores when Fils might return to India
8 min |
June 03, 2024
Dalal Street Investment Journal
ON A SLIPPERY SLOPE
The recent ban on acquiring new customers online and the issue of credit cards has put a spanner in the operations of the bank. Given that the timeline for its operational turnaround is uncertain, the stock has lost its appeal
5 min |
June 03, 2024
Dalal Street Investment Journal
Resilience Rules The Roost
The key domestic indices reached all-time highs even though Nifty VIX, known as the 'fear gauge', has doubled in value over the past one month
2 min |
June 03, 2024
Dalal Street Investment Journal
Risk Profiling in Mutual Funds
Whether you lean towards equity, debt or hybrid investments, recognising your risk tolerance is paramount. By conducting a risk profile assessment, you gain foresight into potential investment risks, mitigating any future unease before it arises. Rakesh Deshmukh takes a closer look at the scenario to see how it works
8 min |
May 20, 2024
Dalal Street Investment Journal
"The Future Of Mutual Funds Looks Promising"
Given that the current landscape of mutual funds is dynamic and evolving, Rashida Kalolwala, Coo, Edelweiss Mutual Fund, states in this interview that the shift towards digitalisation and the emphasis on transparency are some of the factors that will further propel the growth of the mutual fund industry
4 min |
May 20, 2024
Dalal Street Investment Journal
ETF Vs Stock Liquidity
Exchange traded funds (ETFs) have undeniably revolutionised the investment landscape for both investors and financial services professionals alike. They offer opportunities to diversify portfolios, manage risk more effectively, and reduce investment costs. However, to fully harness these benefits, it's crucial to dispel confusion and misconceptions surrounding ETFs Liquidity. The article examines the working of ETFs, their liquidity and how investors can capitalise on them
7 min |
May 20, 2024
Dalal Street Investment Journal
Road To Prosperity Through Mutual Funds
In the pursuit of financial freedom and wealth creation, mutual funds have emerged as a beacon of opportunity for investors in India.
2 min |
May 20, 2024
Dalal Street Investment Journal
Global Equities Rise Amid An Unsurprising Earnings Season
The S&P 500 Index approached its historical peak and marked its third consecutive week of positive performance in mid-May. Concurrently, other major indices also experienced gains, with value stocks surpassing growth-focused equities.
2 min |
May 20, 2024
Dalal Street Investment Journal
Commodity Traders To Monitor Key Indicators For Favourable Trade
In the past fortnight, the commodity market oscillated between gains and losses, driven by statements from some FOMC officials emphasising a \"higher-for-longer\" approach to monetary policy, juxtaposed with softer economic data from the US supporting arguments for the Federal Reserve to start monetary easing this year.
2 min |
May 20, 2024
Dalal Street Investment Journal
Understanding How Businesses Get Premium Valuations
Valuation premium is like the extra amount a buyer is willing to pay for a company or asset beyond its basic value. This happens when the buyer believes the company is worth more than its current price. Vaishnavi Chauhan takes a closer look at this parameter as applicable to various sectors
8 min |
May 20, 2024
Dalal Street Investment Journal
India's Power Sector Set For A Surge
As the world's third-largest energy market, India's energy needs are expected to double by 2050, driving explosive growth and potentially transforming the country from an energy importer to an exporter, particularly in renewable energy. This shift offers long-term investment prospects for those looking to capitalise on India's energy boom
4 min |
May 20, 2024
Dalal Street Investment Journal
Q4 Earnings Signals Growth
As investors eagerly await the outcome of the ongoing Lok Sabha elections, hoping for a decisive political mandate, the equity markets are witnessing heightened volatility, along with optimism driven by quarterly financial results and expectations of a post-election result rally. Mandar Wagh analyses company performances sector-wise to offer deeper insights into the future outlooks of various sectors, considering growth triggers and risk factors.
10 min |
May 20, 2024
Dalal Street Investment Journal
The AI Value Chain
Artificial intelligence has found its way into stock trading and has helped streamline the processes while also helping investors and traders deal with huge amounts of data. In fact, Traditional AI is now making way for Generative AI to give a further edge to those who need to choose, buy and sell stocks at a much faster rate. Vaishnavi Chauhan takes a deeper look at how AI works as an evolutionary technology
6 min |
May 20, 2024
Dalal Street Investment Journal
IndianOil Achieves Best-Ever Financial & Operational Performance In FY 2023-24
The company has also planned for investments aimed at diversifying its energy mix and supporting India's green energy transition
1 min |
May 20, 2024
Dalal Street Investment Journal
Godrej Properties - BACKED BY STRONG LEADERSHIP
Given the split in the Godrej Group business entities, should one buy Godrej Properties Ltd.? Vishwesh Sanas explores the new scenario
4 min |
May 20, 2024
Dalal Street Investment Journal
Markets Volatile Amid Election Uncertainty
High volatility and diminished investor confidence were evident in the market, with the India VIX Index, considered a 'fear gauge' surging over 26 per cent in a single week
2 min |
May 20, 2024
Dalal Street Investment Journal
How Good Are The Blue Chip Funds?
In the deep blue ocean of the Indian stock market, where volatility reigns supreme, investors often seek safe harbours. In such a scenario, can blue chip mutual funds emerge as a promising option for delivering better risk-adjusted growth? Vardan Pandhare explores
6 min |
May 06, 2024
Dalal Street Investment Journal
A Fortnight Of Ups And Downs In Indian Equities
ICICI Bank climbed 7.66 per cent after delivering robust quarterly results. Axis Bank and SBI also reached all-time highs, contributing to the rally.
2 min |
May 06, 2024
Dalal Street Investment Journal
Multi-Asset Funds: A Comprehensive Solution For Diversified Investing
The Indian mutual fund industry has experienced remarkable growth, mirroring the nation's economic expansion and the corresponding transition of savings into financial assets.
3 min |