Dalal Street Investment Journal - July 29, 2024

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COVER STORY Vol. 39 Issue No. 18

Q1FY25: Earnings & Economic Outlook
Although the Indian equity valuations remain relatively high, experts believe this alone is unlikely to derail the bull market, provided they are supported by robust growth prospects in a global environment of subdued growth.

Special Report
All About Long Straddle: Playing The Volatility

According to the Securities Exchange Board of India (SEBI), about 90 percent of futures and options (F&O) traders lose money, meaning only 10 per cent are successful.

MF - Cover Story
Should You Entrust All Your Money To A Single AMC?

If you are a market participant, you have probably heard the quote ‘don’t put all your eggs in one basket’, which suggests diversification.

MF - Special Report
Mastering Investment with Information Ratio

Information Ratio helps in navigating the complexities of the investment landscape by assessing an active fund manager’s performance

Sectoral Gains Make A Mark

Benchmark indices continued their uptrend, reaching new record highs, although the pace has slowed as the broader markets faced selling pressures

2 mins

AMBITIOUS EXPANSION PLAN TO TRIGGER GLOBAL GROWTH

Jubilant FoodWorks boasts a diverse portfolio of brands and in India alone it operates 1,995 stores across 421 cities, underscoring its dominance and rapid growth within the food service sector

5 mins

How To Invest In An Ageing Bull Market

Bull rallies (periods when stock prices rise) and bear declines (periods when stock prices fall) are natural parts of stock market cycles, but they don't follow a fixed timeline.

5 mins

Q1FY25: Earnings & Economic Outlook

India's economic resilience has outperformed other economies, as evidenced by much controlled inflation, revised upward GDP targets, record reserves, strong tax collections and fiscal discipline. Meanwhile, the markets continue to hit record highs, leading investors to question whether a market correction is imminent or if robust earnings and future growth prospects will justify the elevated valuations. Mandar Wagh examines Q1FY25 financial performances and key developments to provide insights into the future direction of the market

10+ mins

What If Donald Trumps?

The potential election of Donald Trump as president in the U.S. carries significant implications for the Indian equity market. It could lead to changes in the global trade dynamics, in particular affecting the Indian IT sector while also raising inflation levels and leading to yet another revision in the visa programme for Indians who want to work in the US. The article takes a closer look at what may lie in store

6 mins

U.S. Elections and China's Economy Hamper Commodities

Commodity markets experienced selling pressure in the last fortnight, driven by uncertainties surrounding the upcoming U.S. presidential elections, concerns about the Chinese economy, and increased agricultural production in Brazil.

2 mins

Wild Swings Engulf Global Equities

U.S. stock markets experienced significant volatility. An early-week rally pushed the markets to new highs, but this momentum faded, primarily due to weaknesses in the tech sector. The major indices had a mixed finish with, S&P 500 and Nasdaq closed lower, while the Dow recorded a notable gain.

2 mins

Should You Entrust All Your Money To A Single AMC?

If you are a market participant, you have probably heard the quote 'don't put all your eggs in one basket', which suggests diversification. Investors often focus on diversifying across categories like large-cap, mid-cap and small-cap, but they may unintentionally overlook diversification across different AMCs. The question arises: is AMC-wise diversification really necessary? Rakesh Deshmukh takes a closer look at this scenario

7 mins

Wealth Building For Retirement Through Mutual Funds

Retirement is one of the most crucial and lifechanging phases. It marks a period where maintaining your lifestyle becomes paramount even though your regular income stops.

3 mins

Mastering Investment with Information Ratio

Information Ratio helps in navigating the complexities of the investment landscape by assessing an active fund manager's performance. And though it has its limitations, it remains an essential part of the finance industry. The article explains what Information Ratio is and how investors can use it as another tool

6 mins

Plan To Be Financially Independent

Each of us aspires to be financially independent as it ensures having enough resources to be self-sufficient and control our finances.

2 mins

❝Technology is the new game-changer"

With a new breed of young investors entering the financial markets, it is the use of technology that is increasingly playing a major role in how investments are done and tracked. Anand Radhakrishnan, Managing Director, Sundaram Mutual Fund, shares his opinion about how this factor is turning into a significant tool and how it will shape the strategies of his company

5 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.