CATEGORIES

Inflation & Equity Markets

Yogesh Supekar discusses the correlation between inflation and equity returns while highlighting which sectors to focus on during inflationary environment.

Tax Planning: Early Bird Gets The Worm

As we bid adieu to yet another financial year, tax planning would have been a crucial part of your financial strategies. Avoiding tax planning mistakes permits you to systematically make investments while reducing tax liability. Vardan Pandhare breaks down the tax planning mistakes you should avoid in the upcoming financial year

Are Indian Banks Safe?

The fallout of Silicon Valley Bank and Credit Suisse has created enough doubts in investors' mind about the health of banks across the globe. Indian banks are considered safe but it would be interesting to find out if they are investible at the current prices. Yogesh Supekar, while analysing the current situation in the global banking industry, shares an outlook on the banking stocks for Indian investors

One mistake we make is to try and time the market

Interview

Benefiting From Innovation-Related Opportunities

Financial Planning

Tax Column

The provision of Section 281 of the Income Tax Act can be invoked only if there is sale, mortgage, gift, exchange or any other mode of transfer of your asset in favour of any other person.

Infrastructure Sector - DRIVEN BY GOVERNMENT INITIATIVES AND TAILWINDS

The success of the infrastructure industry is regarded as an indicator of economic growth. Mandar Wagh explains how the government's focus on infrastructure, increased capital expenditure, initiatives such as the National Infrastructure Pipeline and the PM Gati Shakti National Master Plan as well as developments including electric vehicles, will all contribute to growth

ANUPAM RASAYAN CREATING PROFITABLE FORMULAE

The company has a diverse product portfolio, which includes specialty chemicals such as agrochemical intermediates, specialty intermediates and pharmaceutical intermediates. Given the strong growth outlook for the chemical sector, Anupam Rasayan is all set to tap further potential

MENON BEARINGS MOVING WITH THE TREND

HERE IS WHY Strong product portfolio Established export channel Impressive profitability

FAZE THREE TAKING TEXTILES ACROSS THE GLOBE

HERE IS WHY Strong brand presence Ambitious expansion plans Assured global business

Banks Lead The Rally

As the government has removed the indexation tax benefit for investments in long-term debt mutual funds, banks expect more deposits in the near future.

Undervalued Stocks At Attractive Prices

The current market sentiment is weak and the stock prices have dropped considerably from their respective highs. This presents a very good opportunity to add high-quality stocks to your portfolio. Yogesh Supekar highlights how some of the consistent compounders are available at discounted prices post correction

Best Equity Mutual Fund Managers

When it comes to mutual fund selection, a fund manager is one of the important aspects to look at before investing. A fund manager is as good as the captain of a ship. Although most of the fund houses have their own investment philosophy that guides stock selection, the fund manager plays an important role in applying his or her discretion in the stock selection process and building a robust portfolio. In this article, Henil Shah identifies some of the top equity mutual fund managers across categories

Should Large-Caps Be Your Current Choice?

The volatility in the markets on account of several factors has created a wave of confusion among investors as to whether small-cap and mid-cap stocks are a preferable choice. However, as this article shows, Bhavya Rathod elucidates how during such times the large-cap stocks should be focused on since they provide stability to the portfolio

"The rural sector appears to be interesting"

\"Domestic demand will revive driven by infrastructure-related spending, capex recovery and the sobering of inflation\"

Investment Guide for Sectoral Funds

For investors who wish to concentrate on a particular business or industry, sectoral mutual funds are a great choice. However, one should be conscious of the potential dangers and restrictions when investing in sector mutual funds. Vardan Pandhare lays down some important guidelines that you could follow

Behavioural Traits Required By An Equity Investor

When it comes to investing, one of the important aspects which decide how successful our investments will be is our own behaviour.

"At HAL Indigenization is Our Utmost Priority"

HAL is perusing some of the markets which were not targeted before, states CB Ananthakrishnan, Chairman and Managing Director of Hindustan Aeronautics Ltd.

TD POWER SYSTEMS - ENERGISED TO PERFORM

Given the increasing demand for power and the government's support for creating additional infrastructure for power generation and distribution, TD Power Systems is in the right space at the right time to reap the benefits of this momentum

Power Apart, All Sectors Take A Downfall

The weakening of the global banking sector, along with bloodbath in the domestic automobile and information technology sectors, caused Indian benchmark indices to plummet sharply

Is Sovereign Gold Bond A Wise Investment Decision?

For most Indians, an investment in gold is more valuable than stocks and mutual funds. Nevertheless, investing in physical gold has its disadvantages. A solution to this problem is sovereign gold bonds (SGB). Vardan Pandhare elucidates the significance of SGBS in this special report

Retirement Planning: Should You Invest In Equity Or Debt Funds?

Retirement planning is often misunderstood as planning of finances during retirement. Although this is one of the aspects, retirement planning starts from the accumulation phase and ends at the distribution phase. Though very few people realise the importance of retirement planning, there are even fewer who understand the right way of saving and investing for retirement. In this article, Henil Shah discusses retirement planning and its importance and illustrates with a case study which asset allocation is suitable for both the phases

Add Hybrid Funds to Your Portfolio

Every ardent cricket fan knows that one cannot make a great team with only super batsmen. Similarly, an all-star team of bowlers can take the wickets of an opponent but won’t win the match when it comes to scoring runs.

Investors Should Start Investing With A Medium To Long Term Horizon

Gurvinder Singh Wasan Senior Fund Manager and Credit Analyst, JM Financial Asset Management Ltd.

Can Global Equities Regain Lost Ground?

After a positive start to the year, market volatility in major equity markets seems to have returned. Despite markets moving higher in the past fortnight, the S&P 500 year-to-date returns have gone from 9.0 per cent in January to around 4.5 per cent now, about a 5 per cent correction from recent highs.

Commodities To Extend Gains

Hotter-than-expected inflation numbers in some of the euro zone's largest economies, better-thanexpected services PMI in the UK and EU, along with some dovish comments by a Fed official reversed gains in the Dollar index.

Metals & Mining Industry ALL SET TO ACQUIRE A NEW SHINE

Steel production and consumption are regarded as indicators of economic progress and industrial development and the backbone of any economy. Mandar Wagh explains how being the world's second-largest producer of crude steel, the reopening of the Chinese economy, the government's focus on infrastructure and the initiatives taken all contribute to the sector's growth

El Nino, Inflation and Markets

Inflation has been the talk of the town in 2022 and in 2023 it threatens to be the most dominant factor affecting the global equity market moods. With the widely expected El Nino to disrupt the monsoon season in India this year, Yogesh Supekar discusses the probable impact it may have on inflation and hence on the markets

Retail Sector To Benefit From Domestic Consumption

The retail sector is one of the most profitable sectors in India. With the global economy, particularly that of the US and Europe, expected to witness a mild recession, the Indian growth story will remain intact with the help of domestic consumption. Bhavya Rathod shares the outlook on the retail sector while the DSIJ Research Team highlights top picks from this buzzing industry

PB FINTECH COMING OUT OF THE WOODS

If the recent performance of PolicyBazaar and PaisaBazaar is anything to go by, it seems the parent company PB Fintech is now poised to enter into the green with the certainty of growth in the coming years