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Dalal Street Investment Journal

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December 18, 2023

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

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A DEBATABLE CONQUEROR

Adani Total Gas Ltd 

BSE Code: 542066 

CMP: ₹1,113.25

Attention market enthusiasts! There was significant buzz surrounding Adani Group's stocks this week. The market cap of Adani Group soared back above ₹13 lakh crore. The spotlight also extends to Adani Total Gas Limited (ATGL) a key player in the City Gas Distribution sector, supplying natural gas to households, businesses, industries, and vehicles. Here is the scoop: ATGL expanded its CNG stations network to an impressive 785 stations, with 48 new additions. On the residential front, the company achieved a milestone by providing Piped Natural Gas to a whopping 9.04 lakh homes, including 59,017 new homes. Insiders suggest that ATGL has commissioned 221 Electric Vehicle (EV) charging points across 64 locations. Keep your eye on this trending stock.

ON THE FAST TRACK

Indian Railway Finance Corporation Ltd

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Capital Markets 2.0: From a Banyan Tree to Billion-Dollar Trades

From open street gatherings to today's tech-driven markets handling crores in daily turnover, India's capital markets have truly come a long way. But the transformation isn't over yet. In this story, Mandar Wagh explores the next wave of evolution reshaping India's financial landscape, highlighting SEBI's progressive reforms, the rise of a strong digital backbone, and the key companies positioned to benefit from this structural shift

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Dalal Street Investment Journal

India Inc's Q1 FY26: A Tale of Resilience and Reckoning

Q1FY26 has revealed a corporate India that's adapting smartly to shifting global currents while drawing strength from domestic policy support. With RBI's timely rate cuts cushioning demand, sectors like banking and insurance have surged ahead, even as IT and consumer segments navigate headwinds. Early results from 200+ companies suggest a story of selective strength and strategic resilience. The rest of the earnings season could either cement this momentum—or test it

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RIDING WATER INFRA BOOM WITH VALUE-ADDED GROWTH

Jai Balaji Industries Ltd

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2 mins

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Dalal Street Investment Journal

Active Momentum Funds Timing the Market or Tapping the Trend?

Abhishek Wani evaluates whether India's active momentum funds are skillfully timing markets or simply riding trends. By dissecting strategies of Samco and Quant, he scrutinizes the fine line between tactical rotation and disciplined trend-following in a volatile momentum investing landscape

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FIEM INDUSTRIES LTD LEADING THE CHARGE IN AUTOMOTIVE LED LIGHTING

India has become the fastestgrowing major economy in the world in recent years, which has led to significant demand for automobiles, including auto components.

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Dalal Street Investment Journal

Dalal Street Investment Journal

The Case for Value-Oriented Mutual Funds

We Indians love a good bargain. Known for our haggling skills, we take pride in not overpaying - whether it's for a product or a service. After all, why pay more than what something is truly worth?

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2 mins

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Dalal Street Investment Journal

EMI vs SIP : Finding the Financial Sweet Spot

With rising home loan interest rates and evolving tax rules, many individuals face a critical choice- should surplus funds go toward prepaying their loan or building long-term wealth through SIPs? This piece compares both strategies across scenarios, helping you make an informed decision based on savings, returns, risk, and time horizon

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9 mins

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Dalal Street Investment Journal

Dalal Street Investment Journal

Make Your Portfolio Inflation-proof

Inflation is crucial to investing as it reduces the value of your money over time. Therefore, keeping up with the rate of inflation, to protect the value of investments, should be the top priority for every long-term investor. Remember, the ability to earn a positive real rate of return, i.e., gross returns minus taxes minus inflation, would depend upon the composition of the portfolio.

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2 mins

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AI Tailwind in IT Stocks: Time to Reboot Your Tech Portfolio?

After one year of sectoral underperformance, Indian IT is quietly undergoing its most radical overhaul since the cloud revolution, this time led by AI. The shift isn't cosmetic; it's existential. GenAI is reshaping services, rewarding agile midcaps and prompting investors to rethink legacy bets. The future of tech belongs to the AI-ready.

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Gen Z: High Conviction Story, but Priced to Perfection?

From skincare routines to fashion trends, Gen Z is transforming how India consumes. This digital-first generation doesn't just buy; they curate experiences, demand personalization, and look for authenticity in every swipe and scroll. As India's 440-million-strong Gen Z cohort begins to dominate discretionary spending, platforms built to speak their language stand to gain immensely. Nykaa, India's leading content-led, lifestyle retail platform, is at the forefront of this generational shift

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