Dalal Street Investment Journal Magazine - August 14, 2023

In this issue

The FPI Favourites & Unfavoured

Asset Allocation: Value Creator Or Destroyer?

Role of CFO in Asset Allocation | Best CFO Awards 2023

In the wake of the recent instance of Mahindra and Mahindra acquiring a 3.53 per cent stake in RBL Bank Limited that led to a drop in the automobile major’s share price, Shashikant takes a look at the role of asset allocation and how a company’s CFO can drive decisions that can either benefit or harm shareholders’ interests

Timing Exit From Underperforming Fund
Focus on Investment Goals
More often than not, when a fund in your investment portfolio begins to show signs of wilting or fading away from the limelight of growth, you may want to sell it. But what are the factors on which such a decision should be made? Could it be that it’s just a slow phase in the fund’s life with the possibility of a strong bounce-back? Or is the management to blame? The article lists the various reasons that you should consider before signing off from a poorly performing fund

After The Spike Comes The Correction

After making sizeable investments in the Indian market, which was the main driving force behind the robust rally, Flls have now started to turn into net sellers after a long period of time

2 mins

KNR CONSTRUCTIONS LIMITED - ON A SOLID FOOTING

HERE IS WHY  - Part of India's infrastructure development story. High level of engineering skills. Successful execution of huge orders

2 mins

TRANSFORMERS AND RECTIFIERS (INDIA) - POWERED TO PERFORM

HERE IS WHY - Leading transformer manufacturer. Ambitious expansion plans. Favourable growth prospects

2 mins

Sarveshwar Foods' Board Approves Stock Split And Bonus Issue

SFL has a sustainable and eco-positive legacy of serving healthy and tasty rice for more than 130 years and in the last couple of decades it has extended its heritage to other premium categories of FMCG and organic products

2 mins

Servotech Power Systems Incorporates Subsidiary for Manufacturing and Trading of Batteries

Shares of Servotech Power are being traded ex-split since Friday, July 28.The stock traded ex-split in 2:1 ratio, implying that each stock of the company with face value of ₹2 each has now been divided into two stocks with a face value of ₹1 each. The stock has gained about 1,350 per cent in the last one year.

2 mins

TATA COMMUNICATIONS: MAKING THE RIGHT CONNECT WITH GROWTH

With its rich heritage in shaping India’s internet landscape, the company has, over 25 years, taken a lead position in enabling the adoption of digital services in the country

6 mins

Jayesh Dadia - Chartered Accountant

Jayesh Dadia inputs on Tax planning

4 mins

Are Manufacturing Companies Next In Line For Buybacks?

Buybacks, also known as share repurchases, involve a company buying back its own outstanding shares from the market, effectively reducing the number of shares available to the public. Bhavya Rathod elucidates how recent buyback offer from Larsen and Toubro casts the spotlight on why manufacturing companies, following IT companies, are entering into this financial arena

6 mins

Asset Allocation: Value Creator Or Destroyer?

In the wake of the recent instance of Mahindra and Mahindra acquiring a 3.53 per cent stake in RBL Bank Limited that led to a drop in the automobile major’s share price, Shashikant takes a look at the role of asset allocation and how a company’s CFO can drive decisions that can either benefit or harm shareholders’ interests

7 mins

Sandeep Modi CFO, Hindustan Zinc Limited

\"We are ideally placed to harness the strong demand and emerging growth opportunities\"

3 mins

"NMDC is well on its way to achieving a record-breaking production volume"

Right Quantity, Right Quality and Competitive Price are the Unique Selling Points of NMDC that will continue to be the alters as we grow with our esteemed customers, asserts Amitava Mukherjee, CMD (Addl. Charge) and Director (Finance).

5 mins

"We are wellpositioned to capitalise on macroeconomic opportunities"

Over the years, Polycab India has made substantial investments in building robust capabilities for expanding its product portfolio and geographical reach and Project LEAP has helped strengthen its market share. In this interview, the company’s Executive Director and CFO Gandharv Tongia outlines the company’s various strategies to maintain growth

8 mins

"RVNL is Determined To Grow Substantially"

Sanjeeb Romar views on Chennai Metro Projects

3 mins

"There is enough room for growth in the banking sector"

Technology-driven banking is immensely helping the bank in improving the business, reducing TAT and improving bottom lines, affirms, V. P. Srivastava, CFO, Bank of Maharashtra.

3 mins

"Relaxo is committed to cater the rising demands of customers"

As the largest footwear manufacturer in India, Relaxo is dedicated to not only meeting but exceeding customer expectations, driving the growth of the Indian footwear industry, and leaving a lasting impact on the market, enunciates Sushil Batra, CFO Relaxo Footwears Limited

4 mins

In A Powerful Position

SJVN, formerly known as Satluj Jal Vidyut Nigam, is an Indian public sector undertaking involved in hydroelectric power generation and transmission. It was incorporated in 1988 as Nathpa Jhakri Power Corporation, a joint venture between the Government of India and the Government of Himachal Pradesh. In this interview, Director (Finance) Akhileshwar Singh outlines SJVN's present status, capacities, new projects and outlook for the future

2 mins

"Our company is on a growth trajectory"

Mahesh Viswanathan Chief Financial Officer, Finolex Cables Limited views on company growth

3 mins

"The power distribution sector in India faces significant challenges"

Suresh Chandra Suman inputs on power distribution sector

7 mins

"We have one of the largest distributor bases in the country"

Prateek Jain views on Nippon Life India growth

6 mins

We Are Optimistic About Our Future Prospects

Kavita Shirvaikar views on Patel Engineering Limited

7 mins

"Fuelling sustainable growth: Cantabil's enhanced emphasis on customer needs and meticulous planning"

In financial year 2022-23, Cantabil Retail India opened 69 new retail stores across 14 states, enhancing brand recognition and reach. With a total of 469 stores opened to date, the company has become a prominent player in the retail industry. Excerpts from an interview with the company’s CFO Shivendra Nigam

4 mins

The FPI Favourites & Unfavoured

One of the fastest growing economies and most stable currencies compared to others has strengthened India's macroeconomic outlook, thereby attracting foreign investors. Mandar Wagh explains which sectors and companies have drawn investors and which have not since it is critical to understand where the sectoral trajectories are heading, given the potential of FPIs to boost or deteriorate the economy

8 mins

Timing Exit From Underperforming Fund

More often than not, when a fund in your investment portfolio begins to show signs of wilting or fading away from the limelight of growth, you may want to sell it. But what are the factors on which such a decision should be made? Could it be that it's just a slow phase in the fund's life with the possibility of a strong bounce-back? Or is the management to blame? The article lists the various reasons that you should consider before signing off from a poorly performing fund

8 mins

The Many Benefits of Multi-Asset Funds

Good investment experience while achieving various financial goals is what investors should look for. There are multiple assets available for investments, each with its own distinct quality, valuation dynamics, risk parameters and performance cycle.

3 mins

How To Manage Your Retirement Corpus Efficiently

As we voyage through life, there comes a point when we bid farewell to our careers and embrace the golden years of retirement. However, this transition requires careful planning and proper management of our retirement corpus to ensure a secure and fulfilling future. In this special story, Vardan Pandhare delves into the essential strategies and considerations for effectively managing your retirement corpus

9 mins

Random Decisions Can Derail Systematic Investing

If you have too many funds in your portfolio, you must realise that mutual funds themselves are a diversified investment vehicle and hence having too many similar funds doesn't help in any which way

3 mins

Read all stories from Dalal Street Investment Journal

Dalal Street Investment Journal Magazine Description:

Thirty one-years old but conventional, Dalal Street Investment Journal (DSIJ), India’s No 1 equity research and capital investment magazine is published every fortnight to cater to the needs of its reader-investors. Armed with a set of chosen experts on markets and corporate India, the fortnightly magazine has its focus on stock market research and recommendations, capital market analysis, personal finance investment advice and also analysis of various economic activities in the country along with its impact on Indian share markets. This is the one and only complete resource guide for a wide loyal base of over 8 lakh HNI readers.