Dalal Street Investment Journal Magazine - July 15, 2024

In this issue

COVER STORY Vol. 39 Issue No. 17

Invest Today in Tomorrow’s Emerging Themes
In tune with the adage that the early bird gets the worm, investors would do well to identify those themes or sectors that are poised for tremendous growth in the coming days.

Special Report
Inclusion of Indian Bond in JPM EM Global Bond Index Spells ‘License To Grow’
“Bond, James Bond” has to be without a doubt the most iconic and popular dialogue in the history of world cinema. Nonetheless, in the world of finance, it’s not about Agent 007 with the ‘license to kill’ but rather the financial instrument, the bond.

MF - Cover Story
Dealing with Loss-Making SIPs
Despite diligently investing in mutual funds via regular SIPs with honesty and consistency, investors may still encounter negative returns.

MF - Special Report
Front-Running in Mutual Funds
The recent unearthing of front-running in the Quant Mutual Fund has suddenly brought this term to the forefront with investors getting a bit panicky and wondering if they should exit the fund.

Texmaco Rail And Engineering ON THE RIGHT TRACK

With an ambitious expansion plan in the pipeline as announced by Indian Railways, Texmaco Rail and Engineering Limited is in a strong position to capitalise on new orders and contribute to the government’s aspirations for rapid growth

5 mins

Auto Ancillary Accelerating Ahead in Top Gear

Amidst a scorching June heat wave that has impacted automotive sales, automotive and ancillary stocks are soaring to new heights, bolstered by strong performances from the companies. Diverse perspectives on government initiatives and budgetary expectations, coupled with anticipation surrounding major IPOs, are shaping a dynamic landscape in the industry. What exactly is unfolding in the automotive industry? Mandar Wagh delves into the factors driving optimism within the industry and offers forecasts for its future trajectory

8 mins

Inclusion of Indian Bond in JPM EM Global Bond Index Spells 'License To Grow'

\"Bond, James Bond\" has to be without a doubt the most iconic and popular dialogue in the history of world cinema. Nonetheless, in the world of finance, it's not about Agent 007 with the 'license to kill' but rather the financial instrument, the bond. Vaishnavi Chauhan explains how the recent news about bonds will impact the turns of the future market scenario

5 mins

"Expanding our product portfolio is a crucial aspect of business strategy"

In this exclusive interview, Shujaul Rehman Chief Executive Officer, Garware Technical Fibres Ltd asserts that their approach includes a structured plan for market visits by our R&D and business teams, enabling us to enhance and adapt our offerings to meet the evolving demands of our customers.

5 mins

Invest Today In Tomorrow's Emerging Themes

In tune with the adage that the early bird gets the worm, investors would do well to identify those themes or sectors that are poised for tremendous growth in the coming days. If, as this report indicates, there is a clear shift towards electrical vehicles or digital technologies, then those are the kinds of sectors you should pay closer attention to. The stocks of these companies would definitely shoot up and give investors long-term benefits

10 mins

Can Indian Technology Companies Match NVIDIA?

In the recent bull market, everyone is aiming for tremendous returns. Investors are particularly excited about multibagger stocks. The star of the show is none other than NVIDIA. This company creates the most advanced chips, systems and software for future AI factories. They also develop new AI services that help companies build their own AI factories. Vaishnavi Chauhan takes a closer look at companies beyond NVIDIA that are also at the forefront of this technology

5 mins

Investors Await Supportive Data For Upcoming Trades

After the release of official jobs data, commodity markets are now looking for more data to confirm expectations for a September rate cut, starting with U.S.inflation figures. The U.S. CPI is expected to rise by 0.1 per cent after being unchanged in May, while the Core CPI is expected to remain steady at 0.2 per cent.

2 mins

Range-Bound Trading Observed By Global Equities

Despite a holiday-shortened trading session, major global equity markets absorbed a lot of economic data indicating that the U.S. economy is slowing down from its strong post-pandemic growth, while inflation also seems to be cooling gradually.

2 mins

Dealing With Loss-Making SIPs

Despite diligently investing in mutual funds via regular SIPs with honesty and consistency, investors may still encounter negative returns. In such situations, it's crucial for investors to understand the underlying factors leading to negative returns and take necessary steps. Rakesh Deshmukh takes a closer look at this scenario

8 mins

Plan For A Smooth Retirement Phase

Think of retirement and we conjure up images of a relaxed laid-back life, lots of travel, pursuit of hobbies, and a generally wonderful period to look forward to. However, all these activities cost money and one would no longer be earning a salary at that stage.

3 mins

Front-Running In Mutual Funds

The recent unearthing of front-running in the Quant Mutual Fund has suddenly brought this term to the forefront with investors getting a bit panicky and wondering if they should exit the fund. The article explains how front-running takes place and whether any such illegal activity impacts the investors’ money

5 mins

The Right Approach To Investing

Disciplined investing through SIP has emerged as an ideal strategy for millions of investors in our country.

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.