Business
Dalal Street Investment Journal
There Is Value In Commodity Stocks!
The markets are precariously poised and only time will tell if the Sensex is able to touch new all-time highs in 2021 or whether there will be a deep correction. So far what we have seen is that the market is getting support from different sector stocks on a rotation basis. If banks supported the markets in January and February it is now the commodity stocks that have been providing support over the past few weeks. Yogesh Supekar explains how commodity stocks after their recent outperformance continue to be attractive in terms of valuation and may have some value left, while the DSIJ research team shares its market outlook
10 min |
March 15, 2021
Dalal Street Investment Journal
A ‘POWER'FUL FORTNIGHT
It can be said that the previous fortnight was quite eventful for the domestic markets due to heightened volatility. The domestic markets had ended the month of February 2021 with a ‘thud’ as investors turned bearish on the last trading day of the month of February 2021. Indian equities had witnessed a massive sell-off during the trading session due to panic in global bond markets about a sharp rise in US’ bond yields, which spooked investors amid fears of interest rate cycle reversal.
2 min |
March 15, 2021
Dalal Street Investment Journal
OIL IS WELL
Oil prices shine through the commodity markets during the fortnight
1 min |
March 15, 2021
Dalal Street Investment Journal
WEST COAST PAPER MILLS PROFITING FROM A FUTURISTIC OUTLOOK
With the focus of the paper industry now shifting towards more eco-friendly products and technology, West Coast Paper Mills finds itself in the right position to take advantage of its upgraded operations and expansion plans that include a shift towards products of the future
6 min |
March 15, 2021
Dalal Street Investment Journal
A MIXED BAG
A rise in bond yields was being perceived as an indicator of expected rise in inflation in the global economy..
2 min |
March 15, 2021
Dalal Street Investment Journal
Go International With Your Stocks
International investing is increasingly gaining in popularity with an increasing number of Indians offered options to invest in internal equities, whether through direct equity exposure or via international mutual funds. Shreya Chaware explains why it is the right time to expose your long-term equity portfolio to international equities while highlighting the risks of doing so
5 min |
March 01, 2021
Dalal Street Investment Journal
Is Bitcoin The Next ‘Safe Haven'?
Recently, Tesla CEO Elon Musk made headlines post announcing that his company has invested USD 1.5 billion worth in Bitcoin. This might have tempted many existing and potential investors to take a shot at this new investment avenue. But many may have done so without understanding the intricacies of the Bitcoin. The article provides some interesting insights
6 min |
March 01, 2021
Dalal Street Investment Journal
We are looking at more brand value than ever before
Prataap Snacks is a large-scale snacks’ manufacturer that runs nine manufacturing facilities and has an extensive distribution network of 240 super-stockists and more than 4,100 distributors. In this interview, Managing Director and CEO Amit Kumat indicates how the return to normal life in the post-pandemic scenario will once again boost demand for snacks
2 min |
March 01, 2021
Dalal Street Investment Journal
We are among the top three across all crop types
In this interview, G V Bhaskar Rao, Chairman and Managing Director, Kaveri Seeds Company Ltd., explains the strategy which has helped keep the company on the growth path as also the important role played by research and development
4 min |
March 01, 2021
Dalal Street Investment Journal
Packaging is Where The Profit Lies
It is now widely known that the pandemic has given a boost to the IT and pharmaceutical sectors. But what can be added to the story is that even the packaging sector has emerged a winner during this critical period. Benefitting from the pandemic, the sector has reported a strong upward trend. In this article, Geyatee Deshpande puts forth her opinion about the sector’s growth potential
6 min |
March 01, 2021
Dalal Street Investment Journal
Over 10 Million Indians hold more than $ 1 Billion worth Crypto!
Nischal Shetty, Founder & CEO, WazirX
3 min |
March 01, 2021
Dalal Street Investment Journal
Our Q3 results bear testimony to the success of our continuous endeavour to grow
As the interview indicates, Garware Technical Fibres continues to make good progress and is aiming to launch new products
2 min |
March 01, 2021
Dalal Street Investment Journal
Healthcare has started getting the type of attention it deserves
The pharmaceutical sector in India is poised to carve out a remarkable growth curve, and as Nikhil Chopra, CEO and Whole Time Director, J B Chemicals and Pharmaceuticals Ltd., points out in this interview, their company is ready to spin bigger benefits with a well-planned strategy
5 min |
March 01, 2021
Dalal Street Investment Journal
IPCA LABORATORIES PROSPERITY LIES IN GOOD HEALTH
Globally, India is known to be the largest provider of generic drugs. The Indian pharmaceutical sector supplies over 50 per cent of global demand for various vaccines with 40 per cent of generic demand in the US and 25 per cent of all the medicine in the UK. At such a juncture, Ipca Laboratories is well-poised to derive maximum mileage with its impressive product portfolio and research and development expertise
5 min |
March 01, 2021
Dalal Street Investment Journal
Featherlite's Work from Home Furniture Solutions-Addressing Latest Work Trends
With workplaces all over the world taking the blow of the recent pandemic, numerous individuals are encountering the new Work from Home trend for the first time or for extended periods of time which they are not accustomed to.
3 min |
March 01, 2021
Dalal Street Investment Journal
We Have A Once In A Lifetime Opportunity To Reset Our Economy
Apurva Purohit President, Jagran Group
3 min |
February 15 - 28, 2021
Dalal Street Investment Journal
HCL Technologies signs multi-year contract with Airbus
A leading global technology company, HCL Technologies Ltd has inked a five-year agreement with Airbus for digital workplace services.
1 min |
February 15 - 28, 2021
Dalal Street Investment Journal
Understanding The Theory Of Swing Trading
The application of technical analysis involves a study of historical price and volume data to first identify and then trade the existing trend. Through the use of pattern analysis and other indicators, this discipline also helps traders and investors alike to identify any change of the current trend and spot reversal. This article focuses on swing trading
8 min |
February 15 - 28, 2021
Dalal Street Investment Journal
Brazil subsidiary of Kalpataru Power Transmission to acquire 51 per cent stake in Fasttel
Kalpataru Power Transmission Limited’s (KPTL) wholly-owned subsidiary in Brazil namely, Kalpataru Power do Brasil Participações Ltda has signed definitive agreement to acquire a controlling stake of 51 per cent in Fasttel Engenharia Ltda, Brazil (Fasttel) for ~USD 8.80 million.
1 min |
February 15 - 28, 2021
Dalal Street Investment Journal
Market Indicators To Read Market Trends
Timing the markets, it is said, is almost impossible in the long term. However, there are very many traders and investors who keep persisting on doing so. A few succeed while a majority don’t. Geyatee Deshpande shares her perspective on market timing and highlights several indicators that can be used to identify market trends that can help time the markets
8 min |
February 15 - 28, 2021
Dalal Street Investment Journal
Budget Sparks Off A Market Rally
Strong foreign capital inflows, solid corporate earnings and positive global cues have been cheering domestic markets to touch record highs for multiple times now. In the last weeks, Sensex zoomed by 6.11 per cent while Nifty jumped by 6.06 per cent.
2 min |
February 15 - 28, 2021
Dalal Street Investment Journal
Q3 Results: The New Dawn
The equity market has once again started gaining new highs. One of the reasons for such a stupendous performance is better-than-expected earnings’ growth of corporate India. The article highlights the performances of various sectors and outlines the reasons for this impressive recovery
10 min |
February 15 - 28, 2021
Dalal Street Investment Journal
Bharat Dynamics gains on launching Dishani & Garudastra
One of India's manufacturers of ammunitions and missile systems, Bharat Dynamics Ltd (BDL) has launched two new products at Aero India 2021 namely, ‘Dishani’ and ‘Garudastra’.
1 min |
February 15 - 28, 2021
Dalal Street Investment Journal
HAL & GE Aviation ink 5-year deal for forgings supply worth ₹100 crore
Hindustan Aeronautics Limited announced that it has signed a contract with GE Aviation for the development & supply of ring forgings for GE Aviation military and commercial engine programmes.
1 min |
February 15 - 28, 2021
Dalal Street Investment Journal
BAJAJ AUTO LIMITED - AS SMOOTH A RIDE AS EVER
Two-wheeler OEMs are predicted to have strong credit profiles characterised by healthy return on capital employed (ROCE) and sustainable balance-sheets with negligible debt and strong cash and liquid investments. Among them, Bajaj Auto Limited continues to occupy a strong position, unmoved by any challenges
6 min |
February 15 - 28, 2021
Dalal Street Investment Journal
5 Best ELSS
In a hurry to choose the most convenient investment instruments for the purpose of saving tax, investors often ignore the Equity Linked Savings Scheme (ELSS). As this article shows, ELSS has many benefits apart from its tax-saving approach. Also, read on to choose from the top five ELSS that will add value to your investment portfolio
9 min |
January 18, 2021
Dalal Street Investment Journal
Budget 2021 To Focus On Growth
The Union Budget is one of the biggest events for the stock market every year. Investors keenly look forward to the announcements made by the finance minister to understand which sectors are being prioritized by the government. Active investors can make tactical portfolio allocation keeping in mind the budget announcements and often investors profit from the pre-budget rally. But do markets always inch higher before the budget and do markets provide extraordinary returns post budget? What is the market telling you right now? Yogesh Supekar highlights how the markets have performed pre and post-budget over the past decade even as Geyatee Deshpande highlights which sector stocks have shown a tendency to do well around the budget
10+ min |
January 18, 2021
Dalal Street Investment Journal
MBA Opens Management Corridors Globally
Vivek Tuteja Chairman and Mentor, Endeavor Careers
3 min |
January 18, 2021
Dalal Street Investment Journal
Internet Stocks To Continue Their Uptrend
Internet-based stocks have been the talk of the town in 2020. Indeed, with the lockdown in various parts of the world, it was the internetbased stocks which reaped in the ‘moolah’ for its shareholders. After a decent performance in 2020 the dilemma faced by investors is whether these high-flying stocks of 2020 will move forward in 2021 as well or will they retreat? The DSIJ team discusses the outlook for the internet stocks in India
6 min |
January 18, 2021
Dalal Street Investment Journal
We Value Career Growth And Personal Commitment
Sandra Richez Global MBA Program Director, EDHEC Business School, France
6 min |