Business
Dalal Street Investment Journal
Building A Diversified MF Portfolio From Scratch
Investing in a mutual fund is not an ad hoc process. It requires a disciplined approach that will help you in achieving your financial goals, some of which may be your 'needs' and some would be 'wants'. In this article, Henil Shah explains how to build a diversified mutual fund portfolio from scratch
8 min |
July 18, 2022
Dalal Street Investment Journal
BOROSIL RIDING AN UPWARD CURVE
Given the fact that the Indian consumer durables market is estimated to develop at a CAGR of 6.5 per cent between 2022 and 2030, reaching USD 125 billion, Borosil certainly finds itself in an envious position of assured progress
5 min |
July 18, 2022
Dalal Street Investment Journal
Automobile Sector: Poised For Rapid Acceleration
In the post-pandemic rebound, shares of major automobile companies are outperforming the benchmark indices as the sector is expecting another month of robust car and commercial vehicle sales. Also, the increasing demand for electric vehicles will further boost the sector. In this article, Shreya Chaware has thrown some light on the key points underpinning the growth of the automobile sector.
6 min |
July 18, 2022
Dalal Street Investment Journal
Start Increasing Exposure To Equity
Given that the equity market valuation looks richer, the confidence in asset class that has bought so much joy for investors over the past couple of years is bound to increase after a lengthy correction seen since October 2021. Yogesh Supekar discusses the market outlook while also highlighting the equity market’s performance in recent years
10+ min |
July 04, 2022
Dalal Street Investment Journal
Power Finance Corporation - IN A POSITION OF POWER
HERE IS WHY - Strong market share, High dividend yield, Attractive PB multiple
2 min |
July 04, 2022
Dalal Street Investment Journal
VARDHMAN TEXTILES - SPINNING GOOD PROFITS
HERE IS WHY - Strong balance-sheet, Robust financial growth, Strong market presence
2 min |
July 04, 2022
Dalal Street Investment Journal
Not Out Of The Woods Yet
India's current account deficit has widened in first quarter of 2022 to USD 13.4 billion. Along with Sensex trading notably lower, the rupee has touched its all-time low.
2 min |
July 04, 2022
Dalal Street Investment Journal
B Right Real Estate Ltd. SME IPO Opens on June 30
An unprecedented track record of timely payments of interest and repayment of principal
2 min |
July 04, 2022
Dalal Street Investment Journal
AEGIS LOGISTICS: MOVING FORWARD WITH SPEED AND EFFICIENCY
Success in the logistics industry translates to increased efficiencies, lower costs, higher production, better inventory control, smarter use of warehouse space, increased customer and supplier satisfaction and an improved customer experience. This is where Aegis Logistics scores several points
5 min |
July 04, 2022
Dalal Street Investment Journal
Understanding Risks In Mutual Fund Investing
Mutual funds carry risks owing to the fact that they invest in a diverse variety of volatile financial instruments such as equities, corporate bonds, government securities, and many more. Armaan Madhani sheds light on the various kinds of risks and how they can be measured
8 min |
June 20, 2022
Dalal Street Investment Journal
Inflation Keeps The Markets Down
India’s headline retail inflation rate dropped to 7.04 per cent in May after touching a nearly eight-year high of 7.79 per cent in April.
2 min |
June 20, 2022
Dalal Street Investment Journal
Is This The Time To Invest In Crypto Currency?
More than 8.1 crore users had established unique Bitcoin wallets as of March 2022, with more than 2.7 lakh verified Bitcoin transactions every day. Does this imply that crypto currency is the way to go? The article dwells upon the gains and losses of this new financial entity
5 min |
June 20, 2022
Dalal Street Investment Journal
Pharmaceutical Sector Glowing With Good Health
India is positioned as a significant and rising player in the global pharmaceuticals sector. In August 2021, the Indian pharmaceutical market increased at 17.7 per cent annually, up from 13.7 per cent in July 2020. In this report, Shreya Chaware highlights the factors that will trigger further growth of this sector
7 min |
June 20, 2022
Dalal Street Investment Journal
We are maintaining low duration in most of our funds
JM Financial Asset Management
3 min |
June 20, 2022
Dalal Street Investment Journal
We are targeting a blended AUM growth of 15 per cent in FY23
Shriram Transport Finance Company Ltd
3 min |
June 20, 2022
Dalal Street Investment Journal
We are confident of the current growth levers
Gopal Balachandran CFO - ICICI Lombard General Insurance Company Ltd
6 min |
June 20, 2022
Dalal Street Investment Journal
PE Ratio What It Does Not Tell You
Stock market analysis with the help of PE multiple is extremely popular. There could be very many reasons for PE being a favoured ratio for stock market analysis but it may not be the most appropriate way to look at PE and take investment decisions. Yogesh Supekar highlights the importance of looking beyond the PE ratio while discussing the risks of giving too much emphasis to it
10+ min |
June 20, 2022
Dalal Street Investment Journal
Invest For Value, Not Numbers
During the selection process, the focus should be on funds that are managed well and have a consistent performance track record
3 min |
June 20, 2022
Dalal Street Investment Journal
GAINING IN POPULARITY AND PROFITS - Raymond Ltd
Such is the strong status of the company that its stock has risen nearly 52 per cent in last six months while over the month it was able to deliver nearly 26 per cent returns to its shareholders
5 min |
June 20, 2022
Dalal Street Investment Journal
Create Long-Term Wealth With Small-Caps
Small-caps have created huge amount of wealth since the pandemic hit us in early 2020. The BSE Small-Cap index has gained by a whopping 200 per cent since March 2020 and this is after the recent 17 odd per cent correction from the highs. The market direction hereon may test retail investors’ patience. Yogesh Supekar discusses the performance of small-cap stocks in the recent past while highlighting the prospects of small-cap stocks in the coming quarters
6 min |
June 06, 2022
Dalal Street Investment Journal
Should Falling Markets Trigger Exit From Equity Mutual Funds?
To better understand the right strategy for dealing with mutual funds in a falling market, we conducted research in which we invested Rs 1 lakh using the plus or minus 10 per cent guideline, the buy and hold strategy and the moving average method. Here are the findings.
4 min |
June 06, 2022
Dalal Street Investment Journal
Is It The Right Time To Invest In Value Funds?
Value is a precious asset and more so given today's precarious times. Having faith in your investment to create long-term wealth might be jolted due to a slump in the global markets, but it also presents the right opportunity to devote your finances to companies with good fundamental values. Vardan Pandhare decodes the importance of having a value fund in your portfolio
8 min |
June 06, 2022
Dalal Street Investment Journal
Decoding Short Duration Funds
For a variety of reasons, many investors do not contemplate investing in debt funds. However, including them in your portfolio may frequently assist you limit the downside risk. Furthermore, in the near term, debt funds might also assist you in protecting your wealth. There is nothing better than short duration funds for short-term requirements. This category of debt funds has been thoroughly explored in this article
5 min |
June 06, 2022
Dalal Street Investment Journal
Baldev Prakash - Managing Director and CEO Jammu and Kashmir Bank Limited
Industry, Tourism And Investments Are The Key Growth Triggers For Us
4 min |
June 06, 2022
Dalal Street Investment Journal
Kavinder Singh - Managing Director and CEO. Mahindra Holidays And Resorts India Ltd. President - Leisure & Hospitality Sector
We are expecting strong growth basis accelerated room inventory addition, growing member base and driving Resort Revenues.
4 min |
June 06, 2022
Dalal Street Investment Journal
NOCIL Ltd - Doing Well Despite Sectoral Challenges
Due to customisation, rich experience and offering a one-stop shop to customers, the company is acknowledged as a dependable supplier of rubber chemicals
6 min |
June 06, 2022
Dalal Street Investment Journal
Deepak Goyal - Chief Financial Officer, APL Apollo Tubes Ltd.
We Will Gain With Increase In Demand For Value-Added Products
3 min |
June 06, 2022
Dalal Street Investment Journal
Pranay Sinha, Senior Fund Manager (Fixed Income), Nippon India Mutual Fund
Remain Cautious Till Further Clarity On The Evolution Of Macroeconomic Variables
3 min |
June 06, 2022
Dalal Street Investment Journal
The Art Of Contrarian Investing
Niranjan Sridhar Designated Partner - Investment Advisor ithought Financial Consulting LLP
3 min |
June 06, 2022
Dalal Street Investment Journal
PSU Performance Under The Scanner
If we consider the performance of the PSUs on a one-year basis, the average returns delivered by the Maharatnas have been impressive at 33 per cent. However, when we consider the performance of Maharatnas on a three-year and five-year basis, the performance is not something that investors can be proud of
4 min |