Dalal Street Investment Journal - January 15, 2024

In this issue

COVER STORY: Interest Rate Reversal & Market Reaction

Pre and Post-Interest Rate Cut Trends

Over the course of the year, the RBI has successfully mitigated inflationary pressures, all the while maintaining robust economic growth. Diverging from the trend of rate increases observed in 2022, the year 2023 has been marked by a predominantly stable interest rate environment. Following the Federal Reserve’s surprising decision to maintain interest rates while hinting at possible rate reductions in 2024, taking a more dovish stance, we believe the RBI might consider cutting its rates. How will this transition impact the investors? The report, with historical facts, draws some conclusions

MF - Cover Story

Chief Investment Officers Vs. Fund Managers in Mutual Funds

It is often the practice in the corporate and financial domains to give executives fancy titles in order they are able to attract the attention of their clients. In the investment world, there is often some confusion about whether chief investment officers (CIOs) perform better than fund managers. Their tasks seem to merge but the overall impression is that CIOs are in total control. The article helps distinguish between the two with a statistical study

Sectoral Resilience Drives Indices to Record Highs

Domestic indices reached record highs in 2024, driven by sustained optimism across various sectors, with real estate emerging as the top performer

2 mins

JB Chemicals And Pharmaceuticals Growth Triggered By Exclusivity

J.B. Chemicals and Pharmaceuticals Limited (JBCPL) has evolved into a rapidly growing pharmaceutical company, specialising in hypertension treatments.

5 mins

Salasar Techno Engineering Ltd.Board Approves Bonus Issue In 4:1 Ratio

The company has also announced bagging a contract valued at 3,640 million, which will focus on the execution of loss reduction work in turnkey mode

2 mins

BCL Industries Ltd. Eyes Strategic Advantage As OMCS Offer Increased Incentives To Amplify Maize Ethanol Production

Ina significant move to boost ethanol production from maize, oil marketing companies OMCs) have announced an additional incentive of 5.79 per litre, excluding GST, for ethanol sourced from grain

2 mins

Rushil Decor Awarded '3 Star Export House' Certification

The company is targeting to achieve an export mark of 500 crore in the next four years

3 mins

Srestha Finvest Board Approves Rights Issue Of Up To 49 Crore

In the current Indian financial landscape predominantly reliant on traditional financing avenues, Srestha Finvest recognises the gaps that stem from a lack of specialised players in the sector

2 mins

Interest Rate Reversal & Market Reaction

Over the course of the year, the RBI has successfully mitigated inflationary pressures, all the while maintaining robust economic growth. Diverging from the trend of rate increases observed in 2022, the year 2023 has been marked by a predominantly stable interest rate environment. Following the Federal Reserve’s surprising decision to maintain interest rates while hinting at possible rate reductions in 2024, taking a more dovish stance, we believe the RBI might consider cutting its rates. How will this transition impact the investors? The report, with historical facts, draws some conclusions

10+ mins

India's Best Business Schools Beyond IIMs

The Evolution of B Schools in India

2 mins

It is crucial to approach investments with strategies

In this interview, Vishal Khurma, CEO, Woxsen University, elaborates about the role of analytics and how the Bloomberg Finance Lab helps budding investment strategists and planners to navigate the all-time high markets

5 mins

Contrarian Bet: Turnaround in The Chemical Industry

Once touted as top gainers during the corona virus pandemic period, chemical stocks now face a prolonged downturn, offering reduced valuations that attract investors. Mandar Wagh delves into the industry’s downturn, current financial performance and future prospects to assess if investing in these stocks as a contrarian bet is wise.

7 mins

Tax Notices & Investors: Making The Connection

The bygone year witnessed remarkable market performance, with Nifty reaching unprecedented all-time highs. However, our focus today shifts to a topic entrenched in business and finance for centuries, one that plays a pivotal role in financial planning. Yes, you guessed it right: taxes. The question is what you, as an investor, do if the company you have invested in receives a tax notice,

5 mins

A Comprehensive Guide To Understanding ELSS

Equity-linked saving schemes (ELSS) stand out as a unique and tax-efficient investment avenue in the Indian financial landscape.

3 mins

Things To Remember While Investing In Mutual Funds

If you are looking to start investing in mutual funds, the current market level shouldn’t be a deterrent. Equity markets tend to go up and down, but in the long run, they help you earn better returns than other asset classes provided you stay disciplined and invest with a clearly defined time horizon.

3 mins

Booking Profit From Funds: Now or When?

Booking profits requires just a click, yet, accumulating a sound investment corpus takes time. Therefore, rushing into booking profits without reconsidering the decision might harm the patiently amassed corpus. The report suggests the right way of going about it

6 mins

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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.