Let The Light Shine On Your Investments
Dalal Street Investment Journal|November 06, 2023
Diwali is the time when investors engage in ‘muhurat buying’. It is a traditional practice integrated with what the festival of lights brings in its wake – hope, knowledge, well-being and prosperity. So, add a little more colour and sparkle to your Diwali with Shashikant’s choice of well-researched stocks that will do well to strengthen your financial portfolio
Shashikant
Let The Light Shine On Your Investments

The Indian investment landscape has undergone significant changes since last Diwali. These changes have been driven by a number of factors, including the rising US’ bond yields, inflation still not at a comfortable level for most of the central banks, rising crude oil prices, conflict between Israel and Hamas in the Middle East and the ongoing war between Ukraine and Russia. This has thrown a new challenge for investors to manage their portfolios. However, despite this backdrop, the Indian equity market has shown strong resilience.

The Nifty Total Market index, which tracks the performance of 750 stocks covering the large-cap, mid-cap, small-cap and micro-cap segments, has increased by 10.91 per cent from last Diwali. Though it may not sound very appealing for many investors, if we dig deeper we find that large-cap stocks have not performed in the last one year as Nifty 100, representing largecap stocks, is up by only 5.6 per cent. Compare this with Nifty Small-Cap 50, which is up by 34.05 per cent. The broader markets have kept equity investors in India rich and shining.

The best performing equity index in the last one year has been Nifty Micro-Cap 250, which stands out with an impressive gain of 47.15 per cent, indicating a substantial rally in the micro-cap segment. Furthermore, the Nifty PSU Bank index has demonstrated a substantial increase of 42.44 per cent, underlining the resilience of public sector banks and their strong comeback after years of underperformance. The PSU banks have been on the path of recovery and growth. The Nifty CPSE and Nifty PSE indices have also showcased substantial gains of 39.66 per cent and 37.88 per cent, respectively, underscoring the strong performance of public sector enterprises in India.

Bu hikaye Dalal Street Investment Journal dergisinin November 06, 2023 sayısından alınmıştır.

Start your 7-day Magzter GOLD free trial to access thousands of curated premium stories, and 8,500+ magazines and newspapers.

Bu hikaye Dalal Street Investment Journal dergisinin November 06, 2023 sayısından alınmıştır.

Start your 7-day Magzter GOLD free trial to access thousands of curated premium stories, and 8,500+ magazines and newspapers.

DALAL STREET INVESTMENT JOURNAL DERGISINDEN DAHA FAZLA HIKAYETümünü görüntüle
"The Future Of Mutual Funds Looks Promising"
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

time-read
4 dak  |
May 20, 2024
ETF Vs Stock Liquidity
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

time-read
7 dak  |
May 20, 2024
Road To Prosperity Through Mutual Funds
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.

time-read
2 dak  |
May 20, 2024
Risk Profiling in Mutual Funds
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

time-read
7 dak  |
May 20, 2024
Global Equities Rise Amid An Unsurprising Earnings Season
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.

time-read
2 dak  |
May 20, 2024
Commodity Traders To Monitor Key Indicators For Favourable Trade
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.

time-read
2 dak  |
May 20, 2024
Understanding How Businesses Get Premium Valuations
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

time-read
8 dak  |
May 20, 2024
India's Power Sector Set For A Surge
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

time-read
4 dak  |
May 20, 2024
Q4 Earnings Signals Growth
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.

time-read
10 dak  |
May 20, 2024
The AI Value Chain
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

time-read
6 dak  |
May 20, 2024