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Jayesh Dadia Chartered Accountant

Tax Column

Money Disorders & You

The investments we make are often ‘coloured’ by the bias that we have in our mind. And there are various kinds of biases that often work as stumbling blocks to taking the right decisions. The article explains each such bias in order to help you work on your investments with clarity of sense and purpose

Explore Your Investment Possibilities

When it comes to building a long-term portfolio, equities have an important role to play.

What's The Investing Style Of Your Fund Manager?

When it comes to investing in mutual funds, it is always advisable not to just look at the returns, but also the portfolio and, more importantly, a fund manager’s style of investing. As explained in this article, there are two styles of investing – value and growth.

Markets Continue To Be Buoyant

Overall, all indices reported gains during the fortnight owing to strong investor sentiments as well as continuing market rallies. PSU stocks and PSU banks continued to remain in the limelight in the last few weeks.

Kerbside

The recommendations provided in this column are taken from various market sources such as brokers, analysts, dealers and investment strategists, etc. These recommendations may not be backed by strong fundamentals. Therefore we advise readers to use their own discretion before investing in these recommendation

Keep Risk At Bay

Every investor aspires to achieve investment objectives without getting exposed to undue risks.

Concentrated Portfolio OR Diversified Portfolio?

There are arguments in favour of both concentrated portfolios and diversified portfolios in terms of risks and rewards. Therefore, DSIJ conducted a study spread over both bullish and bearish phases to find out if one is indeed better than the other.

BLUE STAR: BEING SUPER COOL

With its ‘premium yet affordable’ tag, Blue Star has continued to deliver good financial performance supported by its lines of businesses and operational efficiencies

Should You Go For All-Equity Portfolio?

Our analysis shows how an all-equity portfolio performs compared to all-debt and 50 per cent debt and 50 per cent equity portfolio. That done, the choice is clear: those who are not in favour of too much volatility should preferably opt for a balanced portfolio

TATA STEEL: MOVING AHEAD WITH A ‘STEELY' RESOLVE

Despite the numerous challenges posed by the pandemic, including a reduction in demand and cash flows, Tata Steel has maintained its leading position and now that the economy is limping back to normal, it is ready to implement new strategies to blow fresh wind into its sails

Past Returns Don't Guarantee Future Performance

It is quite common to see investors picking funds off-the-shelf solely on the basis of their past performance.

Star Rating Or Ranking? What Is Better?

When it comes to investing in mutual funds, a bad choice that many investors make is to simply park their funds looking at the star ratings provided by many rating agencies. Ideally, you should use rating as a screening tool. In this article we have discussed the different basis on which the funds are rated and ranked and why picking the best methodology is crucial for long-term returns

Mid-Cap Funds A Better Choice

One of the biggest reasons why an investor invests in any security is to generate better returns. Mid-cap funds are the ones that will help him to achieve this objective. But that is not the only reason. Mid-cap funds tend to generate returns better than the large-cap funds in the long run. Read on to understand why

Recovery trends get a boost as business returns to normalcy

Rajesh Sharma Managing Director Capri Global Capital Limited

Our manufacturing facility is our greatest strength

Deepak Chhabria Executive Chairman, Finolex Cables

Markets Continue To Swing High And Low

While various sectoral indices inched upwards, news about a resurgence in virus cases and ensuing lockdowns caused global disruptions

Cylical Stocks To Do Well

Above average returns are possible in equity investments if one can catch the broader trend early. If 2020 was all about the defensive stocks, especially pharmaceutical and IT stocks, in all likelihood 2021 may belong to the cyclical sector stocks. A change in portfolio stance is all that is required in order to outperform the markets in 2021, from defensives to cyclical stocks. Yogesh Supekar explains what exactly ‘cyclical stocks’ are and discusses why cyclical stocks may do well in 2021

''BEL does not foresee any fall in the demand for its products or services''

Company’s move to foray into the electro-explosive segment

Dealing With Loss-Making SIP

Investment through SIPs is considered one of the most convenient ways of investing in mutual funds and creating long-term wealth. It enforces disciplined investing among investors and helps them to benefit out of rupee cost averaging. Nonetheless, there are situations where SIPs might not be the ideal investment route. The article explains why

Buy Right And Sit Tight How Right Is That?

One thumb rule, promoted by most investment consultants, is the buy right and sit tight strategy. In the long term, this will help you create good wealth. However, there are various drawbacks of this strategy such as there is no consistent winner among various asset classes like equity, debt and gold. This article takes a close look at the fallacies of this strategy and suggests an alternative option

Cipla Launches ‘Covi-G', A Rapid Antibody Test Kit For Covid-19

Global pharmaceutical company, Cipla Limited announced that it has signed a licensing agreement with Multi G, a Belgium-based company for distribution of its Rapid Antibody test kit for COVID-19.

HDFC AMC: Attracting Investor Confidence

HDFC AMC continues to keep its expenses in check and since the company is one of the lowest cost operators in the industry, recovery in cash flows will be very positive

Markets Display Upward Surges

Positive news about the vaccine for corona virus and the results of the US presidential election triggered fresh waves of positivity in the global markets

Kerbside

The recommendations provided in this column are taken from various market sources such as brokers, analysts, dealers and investment strategists, etc. These recommendations may not be backed by strong fundamentals. Therefore we advise readers to use their own discretion before investing in these recommendation

Q2 Results More Buying Opportunities

The earnings’ season is always a busy season for market participants. The current earnings’ season was especially important for investors because it reflects not only the pace of recovery but also the quality of recovery across various sectors. Yogesh Supekar comments on the performance of various companies across the board while Geyatee Deshpande highlights the ‘outstanding performances’ this earnings’ seasons in addition to the DSIJ Research Team analysing the quarterly results sector-wise

ONGC Videsh forays into Senegal blocks; signs agreements with FAR Ltd

ONGC Videsh Limited (OVL) is about to enter in Senegalese offshore after signing a definitive binding agreement with Australia’s FAR Limited.

Asset Allocation: The Mantra Of Success

Saravanan S ( CFP) Director, Purplepond Investments

Taxation Of Mutual Fund Investments

When it comes to astute investment decision-making, you shouldn’t consider just the sources of investment returns but also the tax implications on your investments. Mutual fund investments are an optimal way to meet your financial goals keeping in mind your risk profile. However, depending on the type of return, asset class, investment time horizon and residential status, your mutual fund investment returns are subject to tax.

Markets To Inch Higher – Time To Go Shopping!

When it comes to the equity markets there is never a dull moment – constant highs and lows keep investors in a state of perpetual movement. And that is the case even now when the current market condition has put many investors in a dilemma. The more than decent recovery in the markets has kept investors guessing about the future movement of their stocks. Geyatee Deshpande discusses how the markets have behaved in 2020 while Yogesh Supekar highlights the investing opportunities in the current markets even as the DSIJ research team shares its ‘top picks’ for the next one year