CATEGORIES

Dalal Street Investment Journal

Is It Time To Book Profit From Equity Mutual Funds?

If your allocation to equities has increased recently and is higher than what you had planned for, it may be time to rebalance the portfolio by redeeming some units of equity funds and move that fund either to short-term debt funds or gold.

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4 mins  |
November 09, 2020
Public Sector Enterprises: India's Jewel In The Crown
Dalal Street Investment Journal

Public Sector Enterprises: India's Jewel In The Crown

While there is a false notion that public sector enterprises are loss-making business organisations that suffer from an overload of bureaucracy and operational inefficiency, the truth is totally different. Contributing around 13 per cent to India’s GDP in terms of turnover and contributing over ₹3.68 lakh crore to the Indian exchequer through taxes and dividends, PSEs have played a significant role in the development of the country’s demographics across all regions

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6 mins  |
November 09, 2020
Dalal Street Investment Journal

PMS Versus Investment Advisory : Which Is Better?

There are various ways in which an investor can participate in the equity markets. Portfolio management service or PMS is emerging as one of the most promising ways to participate in the markets for high net-worth individuals (HNIs). But is PMS the best way to beat benchmark indices or is hiring a decent investment advisory service (IAS) good enough to beat benchmark indices? Ganesh Vaybase explores the pros and cons of PMS versus IAS while also exploring the benefits of mutual fund investing

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10+ mins  |
November 09, 2020
SOBHA LIMITED: SCALING NEW HEIGHTS
Dalal Street Investment Journal

SOBHA LIMITED: SCALING NEW HEIGHTS

In spite of the imposed lockdowns due to the pandemic, no new launches, uncertain macro-economic outlook and tough real estate sector scenario, the company posted 37 per cent QoQ growth in sales volume and 41 per cent QoQ increase in total sales value during Q2FY21, thus indicating strong fundamentals

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4 mins  |
November 09, 2020
Interview: Shri Manoj Jain Chairman and Managing Director, GAIL (India) Limited.
Dalal Street Investment Journal

Interview: Shri Manoj Jain Chairman and Managing Director, GAIL (India) Limited.

"GAIL’S PROFITABILITY HAS CONSISTENTLY BEEN ON AN UPWARD TREND"

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7 mins  |
November 09, 2020
Asian Indices Save The Day
Dalal Street Investment Journal

Asian Indices Save The Day

Bankex ended the fortnight in green as a result of the recent rally seen in banking and financial stocks.

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2 mins  |
November 09, 2020
Know How To Tide The Market Cycle With Mutual Funds
Dalal Street Investment Journal

Know How To Tide The Market Cycle With Mutual Funds

When it comes to investments, controlling your emotions is one of the most crucial factors. This can be achieved to a great extent by setting realistic returns expectations. Further, we believe that adopting tactical asset allocation is much more beneficial than strategic asset allocation. Read the report to understand why this is so.

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6 mins  |
October 26, 2020
Making ETF A Part Of Your Portfolio
Dalal Street Investment Journal

Making ETF A Part Of Your Portfolio

Why do exchange traded funds (ETFs) suffer from low investor participation even when they have generated better returns than index funds in the same period? The following report provides insights into the ETFs and how they function while pointing out their merits and demerits in terms of retail investing

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10+ mins  |
October 26, 2020
Managing Portfolio Risk In The Current Market
Dalal Street Investment Journal

Managing Portfolio Risk In The Current Market

Portfolio risk management is often the most ignored aspect of professional investment. Most investors do not understand the concept of portfolio risk management leave alone the ability to manage portfolio risk. Yogesh Supekar aims to simplify the concept of portfolio risk management while also explaining how best one can manage portfolio risk in the current market environment

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10+ mins  |
October 26, 2020
MULTIBAGGERS - The Quick March Of The Multibaggers
Dalal Street Investment Journal

MULTIBAGGERS - The Quick March Of The Multibaggers

Every investor aspires to have a multibagger in his or her portfolio. One or two such baggers in the portfolio with adequate weightage can lead to huge wealth creation. The problem lies in spotting the multibaggers in advance and betting on the top ones with sizeable capital. Ganesh Vaybase puts under the spotlight multibaggers of the year 2020 while also highlighting the trends in multibagger stocks over the past 10 years and the sectors that have produced the maximum 10 baggers in the past 10 ten years

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6 mins  |
October 26, 2020
Value Investing May Make A Comeback
Dalal Street Investment Journal

Value Investing May Make A Comeback

September 2020 is the third month when we have witnessed a continuous net outflow from equity-dedicated funds. What is your view on such moderation in inflows and when can we expect equity investors to return?

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3 mins  |
October 26, 2020
MPHASIS: Powered By Technology
Dalal Street Investment Journal

MPHASIS: Powered By Technology

With technologies like industrial automation, drones and robotics, cloud, IoT, augmented and virtual reality technologies, big data and analytics, artificial intelligence and blockchain being the key to driving the global digital transformation business, Mphasis is all set to chart out a trailblazing path ahead

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5 mins  |
October 26, 2020
Create A Superior Portfolio
Dalal Street Investment Journal

Create A Superior Portfolio

To decide an appropriate asset allocation, you can also follow a thumb rule that says subtract your age from the number 100 in order to find out how much should be invested in equities and the rest in debt.

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3 mins  |
October 26, 2020
Indo Count Industries Ltd forays into bed linen markets
Dalal Street Investment Journal

Indo Count Industries Ltd forays into bed linen markets

Indian bed linen market

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1 min  |
October 26, 2020
Cipla launches Nintib to treat idiopathic pulmonary fibrosis
Dalal Street Investment Journal

Cipla launches Nintib to treat idiopathic pulmonary fibrosis

The pharma major, Cipla Limited announced that it has launched generic Nintedanib for the treatment of idiopathic pulmonary fibrosis (IPF), under the brand name, 'Nintib'. The drug will be made available in the form of 100 mg and 150 mg capsules.

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1 min  |
October 26, 2020
All You Need To Know About Taxation In Mutual Fund
Dalal Street Investment Journal

All You Need To Know About Taxation In Mutual Fund

When it comes to investment in mutual funds, the second most important thing people consider is taxation; returns remain undoubtedly the first. When we say a particular investment is taxable, then it is very important to understand how it is taxed. This is because taxation is one of the things that might influence your investment decision and returns that you take home. In this article, we would try to understand how mutual funds are taxed and how should you go about the process.

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6 mins  |
October 12, 2020
IPO: Investors' Best Friend In 2020
Dalal Street Investment Journal

IPO: Investors' Best Friend In 2020

A healthy IPO market is always good for the overall wellbeing of the equity markets. The year 2020 has been one of the most volatile years, almost comparable with the global financial crisis year i.e. 2008. In spite of the crisis that shook investors’ confidence in the first half of the year, the IPO markets showed a solid recovery in the second half, thus reviving investors’ interest in IPOs. Ganesh Vaybase discusses in detail how the IPO markets performed in 2020 while sharing the outlook for the IPO markets in the coming months

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4 mins  |
October 12, 2020
Portfolio Valuation: Real And Notional
Dalal Street Investment Journal

Portfolio Valuation: Real And Notional

Investing is a process that requires you to choose the right mix of assets and investment options while also ensuring that investments remain on track to achieve your investment goals.

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3 mins  |
October 12, 2020
Broader Market Indicators  Key To Understanding The Market Mood
Dalal Street Investment Journal

Broader Market Indicators Key To Understanding The Market Mood

The strength of the markets can be gauged by using several tec indicators. Investors at any point of time would always want to if it is a ‘good time’ to invest in the equity markets. Market brea positive is one such indicator that prompts investors to increase allocation to equity markets as the chances of winning in them increases manifold. Yogesh Supekar discusses what exactly is m breadth and how does one ascertain if the market breadth is increasing even as Karan Bhojwani with the help of expert com attempts to highlight technical indicators that can help analyse market breadth objectively

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10+ mins  |
October 12, 2020
ASM Stocks: Should You Press The Panic Button?
Dalal Street Investment Journal

ASM Stocks: Should You Press The Panic Button?

Additional Surveillance Mechanism (ASM) is just an additional step launched by SEBI in order to minimise damage to investors who have invested in those securities that show signs of abnormal volatility and hence may be vulnerable to manipulation. Geyatee Deshpande explains in detail the logic behind the ASM list of stocks while pointing out that there is no need to press the panic button just because their favourite stocks feature on the ASM list

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8 mins  |
October 12, 2020
CASTROL INDIA LIMITED ENSURING A SMOOTH RIDE
Dalal Street Investment Journal

CASTROL INDIA LIMITED ENSURING A SMOOTH RIDE

Castrol India Limited operates in the sectors of automotive, industrial and marine, and energy applications.

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2 mins  |
October 12, 2020
Big Things Often Have Small Beginnings
Dalal Street Investment Journal

Big Things Often Have Small Beginnings

Small has always been beautiful.

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3 mins  |
October 12, 2020
Amidst Global Volatility, Domestic Markets Steal The Show
Dalal Street Investment Journal

Amidst Global Volatility, Domestic Markets Steal The Show

Towards the end of the fortnight, domestic markets recovered with broader markets stealing the show.

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2 mins  |
October 12, 2020
A Formulation Gone Sour
Dalal Street Investment Journal

A Formulation Gone Sour

Primarily catering to sectors such as pharmaceutical, specialty chemical and agrochemical, among others, the company had been on a sure footing till recently when stake sale at a heavy discount to market price attracted regulatory scrutiny over allegations of possible insider trading

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5 mins  |
October 12, 2020
Planning For Your Child's Education With Mutual Funds
Dalal Street Investment Journal

Planning For Your Child's Education With Mutual Funds

As your child grows older and there comes a need to pay for acquiring a profession-targeted degree, you have the option of either taking an education loan or using your investments in mutual funds to cover it. The question is about which is a better choice

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5 mins  |
September 28, 2020
Are Wealth Creation And Financial Goals The Same?
Dalal Street Investment Journal

Are Wealth Creation And Financial Goals The Same?

One wishes that the process of creating wealth through investments was the same as achieving your financial goals, as for example, buying a house or paying for your child’s education. But it is not. There is a difference in how you approach the two and this article explains the finer points

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5 mins  |
September 28, 2020
SME Stocks Offer Unmatched Growth Potential
Dalal Street Investment Journal

SME Stocks Offer Unmatched Growth Potential

SME investing has rewarded risk-takers in the past and as the family of SME stocks increases every year, the prospects of SME investing gets even better. Ganesh Vaybase tracks the SME stocks’ performance and highlights the top performers in the SME space while also discussing why SME investing is in vogue

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7 mins  |
September 28, 2020
MF Direct Investing – Demystified
Dalal Street Investment Journal

MF Direct Investing – Demystified

While investing in a mutual fund, it is important to understand the differences between direct plan and regular plan. For instance, investment in a direct plan helps an investor in two ways to generate better results than regular plan. The article outlines the broad distinctions between the two and how to invest in direct plan.

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10 mins  |
September 28, 2020
Faceless Assessment – A New Concept
Dalal Street Investment Journal

Faceless Assessment – A New Concept

In a bid to make the taxation procedure and its follow-up as transparent as possible, the central government has launched a new platform, details of which are explained by Jayesh Dadia

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3 mins  |
September 28, 2020
Change Is Inevitable : Aarvi Encon
Dalal Street Investment Journal

Change Is Inevitable : Aarvi Encon

Jaydev Sanghavi, Executive Director Aarvi Encon Pvt Ltd

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3 mins  |
September 28, 2020