CATEGORIES

Can Active Funds Still Generate Alpha?

There has always been a tug of war between active and passive investors. There are dozens of studies carried out around the world that say that it is very difficult for an active fund manager to beat the index consistently. So, does this in any way mean that you should scrap the idea of investing in an actively managed fund? The report provides insights into this issue

Equity To Remain Attractive Despite Challenges

Even as the corona virus shock dictates how global economies perform in the near and medium term, it is fundamentally reshaping the investment landscape for global investors. There are accelerating structural trends in inequality, globalisation, sustainability and macroeconomic policies triggered by the virus shock. Amidst heightened uncertainty, strategic asset allocation becomes the most crucial investment decision. Yogesh Supekar discusses the outlook for the equities with the help of industry experts while Anthony Fernandes highlights the YTD performance of various global indices and asset classes

Financial Independence, Retiring Early? Reassess Covid Impact On Portfolio.

Those who have put into place a strategy for ‘financial independence, retiring early’ (FIRE) may be worried about how the current pandemic will impact their portfolios and returns and those who want to get on to the bandwagon may be wondering how to go about it. The following articles provides an in-depth perspective and course of action

❝We Aim To Achieve 50 Per Cent Clean Energy Portfolio By 2025❞

Praveer Sinha, CEO and Managing Director, Tata Power

Market Watch - Mixed Data Keeps Investors Guessing!

Gold prices have been on a run globally, with the prices in India hitting a new high. It surged up by 7.19 per cent since the beginning of this month.

Laurus Labs Limited In A Healthy Space

India is considered to be one of the largest providers of quality, affordable generic drugs globally and Laurus Labs occupies a position of prime significance in this segment

❝We Shall Continue To Focus On Social Impact Banking❞

Even amidst the fear of economic recession dragging for a long period and NPAs turning into a nightmare, Sunil Gurbaxani, Managing Director and CEO, Dhanlaxmi Bank Ltd., is quite optimistic about the future growth of his bank on account of the provisions and strategies in place

❝Company Has Plans To Increase its Revenue/turnover from 799 (Pat 52.5 CR) to 1500 Cr (Pat 120 Cr) in Next 3 Years❞

Sankesh Setia Director, Chaman Lal Setia Exports Ltd

Tax Column

Jayesh Dadia, Chartered Accountant

Art Of Asset Allocation

The ongoing corona virus pandemic has rattled equity markets across the world and these may continue to be volatile in the near term as well.

A Journey Of Resurgence

When we look at how the year 19-20 panned out, Covid and its shock is likely to overshadow everything that happened hitherto; however the fact remains that for the entire year, a weak macro-economic environment continued to impact consumption in India.

In Debt Funds, Be Alert About The Warning Signs!

With the fall in overall interest rate, we have seen a decline in rate of interest offered to various small saving schemes by the government. This will impact investors who depend on such schemes as part of their retirement plan or to meet certain financial goals

Deciding On Funds To Buy And Hold

The funds that you buy and hold serve as anchors providing a sense of stability and direction for portfolios. Therefore, the choice of funds should be such that they require minimum maintenance and yield good returns over a specified period of time

Market Watch: Optimism Prevails Despite Uncertainties

Over the last few weeks the markets have remained extremely volatile as a result of increase in US-China tensions on one hand and the rising number of coronavirus cases in India as well as globally on the other hand. As a result of the rise in coronavirus cases, various cities in India were put under lockdown again, causing further disruptions in businesses.

Small Savings Schemes: Losing Their Shine?

With the fall in overall interest rate, we have seen a decline in rate of interest offered to various small saving schemes by the government. This will impact investors who depend on such schemes as part of their retirement plan or to meet certain financial goals

Stock Recommendations

In the category of momentum stocks, we are recommending herewith two stocks that have the potential for quick growth and gains:

Gain The Most From Momentum Stocks

The market is gaining momentum while the broader markets are participating in a healthy way. Geyatee Deshpande explains why it is a good idea to bet on momentum stocks while Vinayak Gangule recommends the momentum stocks you can bank on

Creating Wealth Through Value Unlocking

You will find value investors always on the lookout for stocks that are traded at let’s say ₹100 per share but with actual intrinsic value of maybe ₹200 per share. However, most investors never understand the concept of intrinsic value and hence are deprived of knowing what the underlying true value of their investment is. Value investors make maximum gains when ‘value unlocking’ takes place. Yogesh Supekar and Karan Bhojwani explain what value unlocking is and how investors can benefit by investing in those companies that are about to unlock value for shareholders

Cement Industry: A Bond Gone Weak

One of the sectors worst affected by the virus pandemic and the ensuing lockdown in India has been cement. With infrastructure development and the housing industry screeching to a grinding halt, the cement industry has posted an 86 per cent year-on-year fall. Further, it is going to take quite some time for normalcy to return. Anthony Fernandes takes stock

Trackpad

GE Power bags contract worth ₹291.9 crore

Bharat Electronics Limited: Well-Armed For Growth

Even if the ongoing virus pandemic has disrupted operations, the company’s business prospects look very encouraging at a point when the government continues to emphasize on ‘Make in India’ and indigenization of defence manufacturing

Opportunity In The Making! ‘Atmanirbhar Bharat'

With heightened nationalism being the current global trend in which every nation is attempting to safeguard its national interest, the ‘Atmanirbhar Bharat’ initiative by the Indian government sounds like a perfect solution, at least superficially, to become self-reliant in an extremely uncertain global economic environment. But what does it mean to equity investors who are bullish on the India story? Yogesh Supekar and Karan Bhojwani draw attention to the sectors which stand to benefit from this initiative while also focusing on sectors that will gain from the increasing angst against Chinese products

Can Investing In Mutual Funds Make You A Billionaire?

When we read about the lifestyles of the billionaires across the world, doesn’t it ignite a dream to become a part of that exclusive group of people? It does, surely! It also makes us wonder about the strategy or approach that one needs to adopt to become wealthy. Is investing in mutual funds one of those options? Read on to find out

Investors May Look To Invest In Debt Schemes - Prathit Bhobe CEO and Managing Director Tata Asset Management

Taking stock of the current financial situation where the economy and the equity markets seem to be moving in different directions, Prathit Bhobe, CEO and Managing Director, Tata Asset Management, provides some guidelines for the way ahead

❝Next Year, The Growth Rate Will Become Much Better❞

Accepting that the growth for this year will be flat, Umesh Govind Revankar, Managing Director and CEO, Shriram Transport Finance, believes that the curve should gradually inch upwards

Tax Column - Jayesh Dadia Chartered Accountant

Tax Column - Jayesh Dadia Chartered Accountant

Focus On Time In The Market - Hemant Rustagi Chief Executive Officer, Wiseinvest Advisors

The economic turmoil due to the virus pandemic has hugely impacted the stock markets.

Oriental Trimex: Riding High On New Product Inclusion - Rajesh Punia, MD, Oriental Trimex Ltd.

The company has strong sourcing abilities and understands the local requirements and preferences of its customers

NBFCs : Caught Between A Rock And A Hard Place

Non-banking financial companies (NBFCs) have been going through extremely difficult times, first on account of the IL&FS fallout that shook the industry and now due to the virus-triggered pandemic. Anthony Fernandes investigates the overall impact on this sector and studies how the government’s stimulus packages may offer a ray of hope

Alankit And IDP Launch Innovative Identity Solutions

Contactless, smart and seamless cards solution provider, Alankit has launched two new products – SOLID-510 and ID software ALSSEC-ID