CATEGORIES

We are maintaining low duration in most of our funds

JM Financial Asset Management

We are targeting a blended AUM growth of 15 per cent in FY23

Shriram Transport Finance Company Ltd

We are confident of the current growth levers

Gopal Balachandran CFO - ICICI Lombard General Insurance Company Ltd

PE Ratio What It Does Not Tell You

Stock market analysis with the help of PE multiple is extremely popular. There could be very many reasons for PE being a favoured ratio for stock market analysis but it may not be the most appropriate way to look at PE and take investment decisions. Yogesh Supekar highlights the importance of looking beyond the PE ratio while discussing the risks of giving too much emphasis to it

Invest For Value, Not Numbers

During the selection process, the focus should be on funds that are managed well and have a consistent performance track record

GAINING IN POPULARITY AND PROFITS - Raymond Ltd

Such is the strong status of the company that its stock has risen nearly 52 per cent in last six months while over the month it was able to deliver nearly 26 per cent returns to its shareholders

Create Long-Term Wealth With Small-Caps

Small-caps have created huge amount of wealth since the pandemic hit us in early 2020. The BSE Small-Cap index has gained by a whopping 200 per cent since March 2020 and this is after the recent 17 odd per cent correction from the highs. The market direction hereon may test retail investors’ patience. Yogesh Supekar discusses the performance of small-cap stocks in the recent past while highlighting the prospects of small-cap stocks in the coming quarters

Should Falling Markets Trigger Exit From Equity Mutual Funds?

To better understand the right strategy for dealing with mutual funds in a falling market, we conducted research in which we invested Rs 1 lakh using the plus or minus 10 per cent guideline, the buy and hold strategy and the moving average method. Here are the findings.

Is It The Right Time To Invest In Value Funds?

Value is a precious asset and more so given today's precarious times. Having faith in your investment to create long-term wealth might be jolted due to a slump in the global markets, but it also presents the right opportunity to devote your finances to companies with good fundamental values. Vardan Pandhare decodes the importance of having a value fund in your portfolio

Decoding Short Duration Funds

For a variety of reasons, many investors do not contemplate investing in debt funds. However, including them in your portfolio may frequently assist you limit the downside risk. Furthermore, in the near term, debt funds might also assist you in protecting your wealth. There is nothing better than short duration funds for short-term requirements. This category of debt funds has been thoroughly explored in this article

Baldev Prakash - Managing Director and CEO Jammu and Kashmir Bank Limited

Industry, Tourism And Investments Are The Key Growth Triggers For Us

Kavinder Singh - Managing Director and CEO. Mahindra Holidays And Resorts India Ltd. President - Leisure & Hospitality Sector

We are expecting strong growth basis accelerated room inventory addition, growing member base and driving Resort Revenues.

NOCIL Ltd - Doing Well Despite Sectoral Challenges

Due to customisation, rich experience and offering a one-stop shop to customers, the company is acknowledged as a dependable supplier of rubber chemicals

Deepak Goyal - Chief Financial Officer, APL Apollo Tubes Ltd.

We Will Gain With Increase In Demand For Value-Added Products

Pranay Sinha, Senior Fund Manager (Fixed Income), Nippon India Mutual Fund

Remain Cautious Till Further Clarity On The Evolution Of Macroeconomic Variables

The Art Of Contrarian Investing

Niranjan Sridhar Designated Partner - Investment Advisor ithought Financial Consulting LLP

PSU Performance Under The Scanner

If we consider the performance of the PSUs on a one-year basis, the average returns delivered by the Maharatnas have been impressive at 33 per cent. However, when we consider the performance of Maharatnas on a three-year and five-year basis, the performance is not something that investors can be proud of

Managing Personal Finances In FY23

Now that the pandemic is on its way out and the economic scenario is limping back to normal, it is time to take stock of your own financial status and tick off the right things while making amends for things that have gone wrong. The article provides some valuable tips in this direction

Inflation, Interest Rates And Equity Markets

The current inflation levels that are at a multi-decade high are causing lot of worries for global equity investors. It is inflation levels and the fear of rising inflation that remains a key risk for the equity markets in FY23. For long-term investors it is worth studying the impact of inflation and interest rates on equity prices. Yogesh Supekar explains the trend while also highlighting which sector stands to gain the most from such dynamic market changes

Should PPF Be A Part Of Your Investment Portfolio?

Public Provident Fund (PPF) is one of the most preferred investment avenues by individuals looking for a long-term tax saving instrument with low risk to park their hard-earned money. Let us look at what makes PPF so popular while also taking a look at Equity Linked Savings Scheme (ELSS)

Here's How To Secure Your Financial Future

One of the key factors that define the level of investment success you can achieve is your ability to keep investments on track over varied time horizons.

Ashishkumar Chauhan The Game-changer!

Ashishkumar Chauhan, MD & CEO of BSE, is a man with two different facets to his personality. When it comes to his professional life, he is hardworking, innovative, challenge-driven, tech-savvy, gritty, single-minded, fearless risk-taker who has a never-say-die attitude. He is not daunted by any adversity as he smells an opportunity to deliver out-of-the-box solution that has at times even changed the rules of the game. He is a team player who encourages his team members to take up responsibility with accountability to deliver results against all odds.

Value Investing Back In Favour

Financial Planning

Dividend Stocks To The Rescue

Volatile markets call for investors to be cautious. Market correction often leads to investors rethinking their original portfolio strategy and asset allocation. Deep market corrections also lead us to focus on the safety net of high dividend-yielding stocks. Yogesh Supekar discusses the importance of having high dividend-yielding stocks in the portfolio while also highlighting the emerging opportunities in the market owing to steep correction

Investing In Multi-Cap Funds

Diversification is the key to success in equity markets and multi-cap funds serve the diversification needs better than flexi-cap funds. In this article, Henil Shah shares insights on multi-cap funds and also compares them with flexi-cap funds and large & mid-cap funds

Tax Column: Jayesh Dadia

I am an individual. I filed my return of income for assessment year 2020-21 within the permissible time. However, in that return I have not disclosed certain income which I can't correct now. Similarly, for assessment year 2021-22 1 failed to file the return before March 31, 2022. Can you explain what to do in this matter?

Volatility Engulfs Global Markets

With inflation in the US touching a 40-year high and China tackling a fresh phase of lockdowns in major cities, investors are now worried about a potential economic slowdown

Investing In High Profit Margin Businesses

Net profit margin is one of the key tools for determining the financial health of a company. The metric demonstrates a company's ability to convert sales into profits and also furnishes an insight into how well a company is run. Armaan Madhani explains how investors must properly analyse the various facets of profitability

Lindy Effect & Stock Market

Investors often look at various theories to understand and predict stock market behavior. Lindy Effect is one such theorised phenomenon which helps explain certain aspects of choosing stocks. Shreya Chaware deep dives into the Lindy Effect and deliberates on whether it can be useful in the investing process

Interview: Puneet Pal

The Current Rising Yields Present An Opportunity For Retail Investors