Business
Dalal Street Investment Journal
Tax Reforms To Push MFs Higher
What will be the impact of the corporate tax rate cut on mutual funds? Our study shows that they will indeed stand to benefit. However, now it is in the hands of companies to use this benefit provided by the finance ministry. Meanwhile, for mutual fund investors a ‘wait and watch’ stance is advisable.
8 min |
October 23-27, 2019
Dalal Street Investment Journal
Profit Opportunity In Oversold Stocks
Investors are often faced with two questions – How is the market going to be? And when is the best time to buy stocks to build my portfolio?
7 min |
October 23-27, 2019
Dalal Street Investment Journal
FIIS Turn Net Buyers In The Market!
The domestic sectoral indices registered a fall during the fortnight, which could be considered as a correction to the recent increase in the market during previous weeks.
2 min |
October 23-27, 2019
Dalal Street Investment Journal
Cementing A Profitable Bond
India being in the league of developing nations, the scope for development of infrastructure is certainly high. As skyscrapers continue to reach for the skies, roads and other amenities are being developed at a rapid pace. The most important raw material needed for all infrastructural works is, undoubtedly, cement. It is but natural therefore for investors to place their faith in the cement sector, irrespective of whether the economy is in the grip of a downturn. Geyatee Deshpande provides an overview of the cement industry scenario
7 min |
October 23-27, 2019
Dalal Street Investment Journal
Ashok Leyland - Geared For The Long Road Ahead
Ashok Leyland is a manufacturer of commercial vehicles such as medium and heavy commercial vehicles M&HCV, light commercial vehicles (LCV), passenger vehicles and automobile components and services related to automotive aggregates, vehicle financing, and engineering design services.
5 min |
October 23-27, 2019
Dalal Street Investment Journal
Include - Momentum Stocks - To Boost Portfolio Returns
Momentum investing strategy is touted by some to be the best investing strategy ever. Yogesh Supekar discusses the strategy in detail and tests whether the strategy indeed helps achieving alpha while Karan Bhojwani comes up with couple of stock ideas based on this unique strategy
10 min |
September 30, 2019
Dalal Street Investment Journal
Incredible India's Tourism Sector Promises A Scenic Turnaround
The Government of India along with the state governments have played a key role in enabling the travel and tourism ecosystem. Strategic initiatives, including relaxed foreign direct investment policies, revamping of the ‘Incredible India’ and other campaigns, and the extension of e-visa to 166 countries have helped expand the nation’s travel and tourism scenario. Coupled with the recent slashes in GST rates for hotels, the tourism industry in India may soon gain momentum, reports Shohini Nath
8 min |
September 30, 2019
Dalal Street Investment Journal
Market Watch - Markets Making A Recovery Bid
Certain events like the failure of talks in the US-China trade war and the drone attack on Saudi Aramco’s oilfields have proved to be major bumps on an otherwise smooth ride
2 min |
September 30, 2019
Dalal Street Investment Journal
Needs & Wants In Financial Planning
Maslow’s Need Hierarchy Theory is a practical and wise approach to how you can plan your financial outlay to take care of basic needs as well as wants. What it calls for though is a proper understanding of how to differentiate between the two
8 min |
September 30, 2019
Dalal Street Investment Journal
Interview - Sunil Subramaniam MD, Sundaram AMC
With its very intensive research-driven, bottom-up stock-picking approach guided by growth at a reasonable price (GARP) principle, Sundaram Asset Management Company has always adopted a consistent overarching sector view. In this interview, Managing Director Sunil Subramaniam elaborates about the company’s performance in a sluggish market and its overall vision about future growth
4 min |
September 30, 2019
Dalal Street Investment Journal
Financial Advisors & You
In personal finance space, there are a lot of people who call themselves as financial advisors. However, it becomes difficult to identify a true financial advisor from myriad choices, forget demanding appropriate services from them. DSIJ explains different types of financial advisors and the services that you should demand from these advisors for a great service experience.
10 min |
September 02, 2019
Dalal Street Investment Journal
Buy Quality Dividend Stocks!
Focusing on quality dividend yield stocks right now could prove to be most rewarding for investors going ahead. Yogesh Supekar and Geyatee Deshpande highlight the importance of having quality dividend stocks in the portfolio and share a list of high dividend stocks for investors' consideration.
7 min |
September 02, 2019
Dalal Street Investment Journal
Nestle: Add This Yummy Taste To Grow Your Portfolio
The company has recorded 10 quarters of sustained volume growth, clocking a volume growth of 10.8% in H1CY19.
6 min |
Dalal Street Investment Journal Volume no 34 Issue no 21 September 13th 2019
Dalal Street Investment Journal
Markets Still Bearish Amid Fii Selling Spree
As the bumpy ride in the economy continues, Sensex and Nifty recovered and were up by 1.21 per cent and 1.6 per cent, respectively. The Smallcap and Midcap indices recovered during the fortnight and were up by 4.30 per cent and 3.17 per cent, respectively.
2 min |
Dalal Street Investment Journal Volume no 34 Issue no 21 September 13th 2019
Dalal Street Investment Journal
Do Not Let Emotions Dictate Investment Decisions
Making an investment decision should ideally be a quantitative exercise; however, in practice, many a time emotions take the driver's seat. DSIJ explains some of the most common emotions and biases that come into play while taking investment decisions and how to avoid them.
8 min |
Dalal Street Investment Journal Volume no 34 Issue no 21 September 13th 2019
Dalal Street Investment Journal
Understanding Economic Cycles To Beat The Markets!
Economic activity is not linear – it is cyclical. Long term equity investors need to have good insight into the economic and business cycles which are nothing but periodic expansions and contractions of economic activity. Yogesh Supekar and Karan Bhojwani do the reality check to understand where the market might be headed!
6 min |
Dalal Street Investment Journal Volume no 34 Issue no 21 September 13th 2019
Dalal Street Investment Journal
The Outlook In Oil And Gas Poised To Be Optimistic
Sanjeev Agrawal Chairman, Seamec
3 min |
Dalal Street Investment Journal Volume no 34 Issue no 21 September 13th 2019
Dalal Street Investment Journal
The Long Term Outlook For Fibre Optic Cables Is Bullish
Deepak K Chhabria Executive Chairman, Finolex Cables
5 min |
Dalal Street Investment Journal Volume no 34 Issue no 21 September 13th 2019
Dalal Street Investment Journal
Interview - Vishal Kapoor CEO, IDFC AMC
The Best Asset Allocation Looks To Maximise Returns And Minimise Risks In Line With Investors Profile And Objectives
7 min |
Dalal Street Investment Journal Volume no 34 Issue no 21 September 13th 2019
Dalal Street Investment Journal
We Will Grow Horizontally As Well As Vertically
H P Singh CMD, Satin Creditcare Network
2 min |
Dalal Street Investment Journal Volume no 34 Issue no 21 September 13th 2019
Dalal Street Investment Journal
This Heavyweight Can Drive Your Growth In Future!
Reliance Industries Limited is one of India’s largest private sector enterprises conducting business in energy and materials value chain.
9 min |
September 02, 2019
Dalal Street Investment Journal
The Company Is All Set For Its Next Leg Of Growth
Sirca Paints India Limited, a Delhi-based company, was incorporated in 2006.
4 min |
September 02, 2019
Dalal Street Investment Journal
Should You Consider Investing In Index Funds?
Recently, one of the mid-sized fund houses launched four new index funds replicating and tracking different equity indices, including the Nifty 500 index and Nifty Smallcap 250 index. These are the first funds in India that are tracking these equity indices. What has led to the launch of these index funds?
4 min |
September 02, 2019
Dalal Street Investment Journal
Q1FY20 Earnings : A Mixed Bag!
Earings this season has been a mixed bag. Shohini Nath travels through various companies and indices to understand the underlying trend in earnings while DSIJ research team analyse the sectoral performance giving investors an insight into corporate India's performance in Q1FY20.
10+ min |
September 02, 2019
Dalal Street Investment Journal
Global Indices Reflect Recession Fears!
The Midcap index was down by 4.31 per cent, while the Smallcap index was down by 4.04 per cent. The Realty index was down by 7.94 per cent, being the worst performing sectoral index. The banking sector saw some heavy selling due to which Bankex was down by 5.20 per cent. The Metal index was down by 4.64 per cent, while the FMCG was down by 3.37 per cent.
2 min |
September 02, 2019
Dalal Street Investment Journal
MNC Stocks : Bank On Quality MNC Stocks For Outperformance!!
With no place to hide in the current market situation, can MNC stocks prove to be ‘most profitable’ investments for long term investors? Geyatee Deshpande explores……
2 min |
August 5, 2019
Dalal Street Investment Journal
Why Sell Quality Stocks When You Can Simply Hedge?
Often wealth is eroded when market corrects. Investors panic and explore various options at the last moment. Karan Bhojwani along with Yogesh Supekar explain that a simple and consistent equity portoflio hedging strategy could be the panacea for mitigating risks in portfolio management during market downturns.
7 min |
August 19, 2019
Dalal Street Investment Journal
Gold Glitters: As Good As It Can Get!
Gold is the talk of the town this monsoon season. Geyatee Deshpande identifies factors driving the gold prices higher and advises being cautious despite gold being in the bullish territory. Read on…
4 min |
August 19, 2019
Dalal Street Investment Journal
Manas Datta - Wockhardt
Wockhardt is in a growth phase so the global uncertainty in terms of BREXIT, politico legal or politico security or the currencies and interest rate movement happening globally, trade barriers, the taxation issues are all the key challenges.
4 min |
August 21, 2016
Dalal Street Investment Journal
R.K.Jain - UFLEX
Trade off between financial risk and arranging growth funds is critical. Arranging timely growth funds is very very important. There is a lot of pressure to grow and if the funds needed for the growth are not available in a timely fashion, there will be a problem. Also corporate governance and risk management is of paramount importance and one of the key priorities as a CFO. We have to ensure there is prudent corporate governance from time to time.
8 min |