CATEGORIES

Focusing on Rural Markets
Dalal Street Investment Journal

Focusing on Rural Markets

The Indian fast-moving consumer goods (FMCG) sector, the fourth-largest in the country, is a key driver of economic growth, consumption and job creation.

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3 mins  |
July 1, 2024
Painting a Promising Picture
Dalal Street Investment Journal

Painting a Promising Picture

The electrical industry is projected to reach a whopping USD 520 billion by 2025, driven by a surge in demand for electronic products expected to hit USD 400 billion by 2025, up from USD 33 billion just a few years ago (FY20).

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3 mins  |
July 1, 2024
A Rising Demand Curve
Dalal Street Investment Journal

A Rising Demand Curve

The consumer durables industry is categorised primarily into two segments by product categories: major appliances and small domestic appliances.

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3 mins  |
July 1, 2024
Urbanisation Triggers Tremendous Growth
Dalal Street Investment Journal

Urbanisation Triggers Tremendous Growth

India's construction material sector is a cornerstone of the nation's economic growth, propelling infrastructure development and generating significant employment.

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3 mins  |
July 1, 2024
On a High-Growth Trajectory
Dalal Street Investment Journal

On a High-Growth Trajectory

The Indian chemical sector is a major contributor to the nation's economic engine, contributing 7 per cent to the GDP. Encompassing a diverse range of products from bulk chemicals and fertilisers to speciality chemicals, petrochemicals and polymers the industry caters to various downstream sectors.

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3 mins  |
July 1, 2024
"India Remains One Of The Largest Markets For Brandy Globally"
Dalal Street Investment Journal

"India Remains One Of The Largest Markets For Brandy Globally"

Tilaknagar Industries is one of the leading IMFL companies and is today amongst the largest alcohol beverage players in the country, by volumes as well as revenues. A brandy-first company, Tilaknagar Industries is the maker of Mansion House Brandy, which is India's most popular and highest selling brandy. In this interview, the company's Chairman and Managing Director Amit Dahanukar narrates the success story

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5 mins  |
July 1, 2024
Moving into Top Gear
Dalal Street Investment Journal

Moving into Top Gear

The Indian automobile industry has long been a reliable indicator of the country's economic health, playing a crucial role in macroeconomic expansion and technological advancement.

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3 mins  |
July 1, 2024
Long-Term Growth Assured
Dalal Street Investment Journal

Long-Term Growth Assured

India's capital goods sector is poised for significant growth driven by substantial investments in infrastructure and the expanding power transmission and distribution network.

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2 mins  |
July 1, 2024
Surpassing the Targets
Dalal Street Investment Journal

Surpassing the Targets

In FY24, the Indian banking sector surpassed the ₹3 lakh crore profit mark for the first time, supported by high credit growth, healthy fee income growth, and low credit costs.

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3 mins  |
July 1, 2024
Multi-Cap Funds Make For An Appealing Choice
Dalal Street Investment Journal

Multi-Cap Funds Make For An Appealing Choice

Are you planning to include a multi-cap fund in your portfolio but are concerned about its performance, investor participation, assets under management size, growth potential and the choices available? Rakesh Deshmukh takes a closer look at the world of multi-cap funds to uncover comprehensive details that will help you make a well-informed decision

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4 mins  |
July 1, 2024
Brighten Your Child's Future With Mutual Funds
Dalal Street Investment Journal

Brighten Your Child's Future With Mutual Funds

As parents, we understand the profound importance of our children's wellbeing and development.

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3 mins  |
July 1, 2024
Food Aplenty Despite Challenges
Dalal Street Investment Journal

Food Aplenty Despite Challenges

When India became an independent nation 75 years ago, agriculture was the driver of the economy, contributing more than half of the nation's GDP.

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3 mins  |
July 1, 2024
"IGL is the Leader of CGD and Aims to Be the Leading Energy Company in India"
Dalal Street Investment Journal

"IGL is the Leader of CGD and Aims to Be the Leading Energy Company in India"

With record-breaking sales volumes, robust financial performance, and a vision for growth, Indraprastha Gas Limited (IGL) is poised to further cement its position as a dominant force in India's energy landscape.

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4 mins  |
July 1, 2024
❝GMDC is seeking new investments & strategic partnerships❝
Dalal Street Investment Journal

❝GMDC is seeking new investments & strategic partnerships❝

The Indian mining and mineral products sector is currently in a robust growth phase. Production levels are rising, with iron ore increasing by 10 per cent, fuelled by the booming steel industry. This interview highlights GMDC's significant presence in this scenario

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3 mins  |
July 1, 2024
Post - IPO Performance Drivers
Dalal Street Investment Journal

Post - IPO Performance Drivers

Are you regretting your decision to exit on an IPO's listing day with only small profits while it went on to perform exceptionally well? This is a common dilemma for many investors, stemming from uncertainty about whether to hold on to their IPO shares or rake in early gains. Mandar Wagh discusses the fundamental factors crucial for an IPO's long-term success that investors should consider to achieve better profits

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9 mins  |
July 1, 2024
MEDPLUS HEALTH SERVICES - IN NEED OF A TONE UP
Dalal Street Investment Journal

MEDPLUS HEALTH SERVICES - IN NEED OF A TONE UP

While the initial public offering of the company was a big hit and sustained investor interest for some time, the recent reports about an increase in promoter pledges and high valuation has caused concern among investors

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4 mins  |
July 1, 2024
Investor Sentiment Turns Robust
Dalal Street Investment Journal

Investor Sentiment Turns Robust

Following a tumultuous fortnight, the Indian benchmark indices have stabilised, trading within a narrow range and posting modest gains. Over the past two weeks, the BSE Sensex added 0.67 per cent, while the Nifty 50 registered a 0.91 per cent gain.

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2 mins  |
July 1, 2024
Post-Poll Investment Strategy
Dalal Street Investment Journal

Post-Poll Investment Strategy

Now that the slightly foggy situation that emerged from the election results has cleared and the BJP has taken the responsibility of steering the nation forward through a continuation of its policies to make India the third-largest economy in the world, what should an investor do to maximise the potential for wealth generation? The article takes a deeper look at the post-poll scenario and provides guidelines for both experienced and fresh investors

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10 mins  |
June 17, 2024
Retirement Planning NPS Vs MFS
Dalal Street Investment Journal

Retirement Planning NPS Vs MFS

Most of us tend to ignore the glaring fact that our financial needs will be as much or maybe even greater after retirement from an active professional phase. Not only will the sources of monthly income dry up, certain factors like rising healthcare costs and inflation cannot be ignored. Therefore, financial planning to be able to continue living a secured and comfortable life is highly crucial. This article will equip you with the knowledge to navigate this significant aspect of your financial journey

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8 mins  |
June 17, 2024
A Matter Of Choice
Dalal Street Investment Journal

A Matter Of Choice

Mutual funds have emerged as an effective investment vehicle for investors with different risk profiles, time horizons and investment goals. However, to benefit from their true potential, it’s important to select the right funds.

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2 mins  |
June 17, 2024
Understanding The Magical Power Of Compounding
Dalal Street Investment Journal

Understanding The Magical Power Of Compounding

People often overlook simple and straightforward concepts, assuming they won't lead to significant wealth, and instead, they seek out more complex strategies, particularly in the financial markets. Compounding, although simple, is a potent concept frequently forgotten during investments. Rakesh Deshmukh takes a closer look at compounding and its significance in an investment journey

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7 mins  |
June 17, 2024
Ride The Business Cycle
Dalal Street Investment Journal

Ride The Business Cycle

In the world of investing, understanding a business cycle is like riding the waves of economic trends. As legendary investor Howard Marks puts it, “Recognising what’s going on around you is essential to achieve investment success”, which highlights the importance of adaptability in responding to the ever-changing economic landscape.

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3 mins  |
June 17, 2024
Pharmaceutical & Healthcare Sector In A Bonny Baby Scenario
Dalal Street Investment Journal

Pharmaceutical & Healthcare Sector In A Bonny Baby Scenario

Amidst a sea of red in the majority of investors' portfolios following the election results, healthcare and pharmaceutical stocks stood out with remarkable resilience, providing a sense of relief to those who had retained faith in them. Mandar Wagh explores the factors precisely fuelling optimism within the pharmaceutical and healthcare industry and forecasts what lies ahead for the sector

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6 mins  |
June 17, 2024
A SIGNIFICANT TURNAROUND
Dalal Street Investment Journal

A SIGNIFICANT TURNAROUND

Given the fact that Religare Enterprises Limited's stock has bounced from a mere 17 to 272 in a short period of one year, it is time for investors to know the inside story of how the company is faring now and, more interestingly, the involvement of the Burman family that has been increasing its stake

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4 mins  |
June 17, 2024
Domestic Markets Rock And Roll
Dalal Street Investment Journal

Domestic Markets Rock And Roll

The Nifty VIX, referred to as the 'fear gauge', plunged over 30 per cent in the last week, indicating a significant slowdown in volatility and increased investor optimism

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2 mins  |
June 17, 2024
Can The Global Equities Sustain The Bull Run In The Second Half Of 2024?
Dalal Street Investment Journal

Can The Global Equities Sustain The Bull Run In The Second Half Of 2024?

After four weeks of gains, the markets paused in the past fortnight, despite outstanding earnings from the Al leader NVIDIA. For the year, the S&P 500 remains up by about 10 per cent, and we view some consolidation after the recent strong performance.

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2 mins  |
June 03, 2024
Are Small-Cap Funds Still Lucrative?
Dalal Street Investment Journal

Are Small-Cap Funds Still Lucrative?

While the high growth potential of small-cap funds is enticing, the investment comes with a significant downside. Compared to large-cap funds, small-caps experience deeper maximum drawdown during market downturns. The article examines the how, why and when of investing in small-cap funds

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8 mins  |
June 03, 2024
Small-Caps: Book Profits Or Remain Invested?
Dalal Street Investment Journal

Small-Caps: Book Profits Or Remain Invested?

Our analysis of the performance of small-cap stocks indicates that while the broader markets are expected to rise, caution is advised regarding extreme valuations. Therefore, it is recommended to choose quality small-cap stocks based on thorough fundamental and technical research. The article highlights the reasons for doing so

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5 mins  |
June 03, 2024
Shifting Sands: Will FIIs Return To Indian Shores?
Dalal Street Investment Journal

Shifting Sands: Will FIIs Return To Indian Shores?

The Indian equity market currently grapples with a cloud of uncertainty, with volatility reaching its peak. Fils have been consistent net sellers for months, offloading a significant ₹1.20 lakh crore in 2024 alone. This raises a critical question: Is this indicative of a fundamental shift in their view on the Indian growth story, or are they contending with temporary headwinds? Mandar Wagh delves into the potential reasons behind Fil selling and explores when Fils might return to India

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8 mins  |
June 03, 2024
ON A SLIPPERY SLOPE
Dalal Street Investment Journal

ON A SLIPPERY SLOPE

The recent ban on acquiring new customers online and the issue of credit cards has put a spanner in the operations of the bank. Given that the timeline for its operational turnaround is uncertain, the stock has lost its appeal

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5 mins  |
June 03, 2024