General Archives - Page 5 of 10

General

Keeping up with the cryptos – Are stable coins really stable?

Stable coins are simple crypto tokens that essentially mimic a stable currency like the Dollar, Euro, Pound, etc. According to coinmarketcap.com, there are about 10+ stablecoins that have a market cap of over $700 Million USD. Leading the pack are USDT (Tether USD) and USDC (USD Coin) with a market cap of $83 Billion USD and $48 Billion USD respectively.

Anush Raj P May 13, 2022 No Comments

General

What they don’t tell you about M&A

In an M&A, company A buys out company B, triggering positive and happy noises in the market. Share prices of both companies jump in joy on the announcement. The news then gets digested and analysed. Shareholders of both companies realise after a bit, that they should have sold out in the first few days after the announcement, rather than swallow stories of ‘synergies’, ‘cost savings’, ‘market leadership’, ‘inorganic growth’ and other jargon that are usually peddled to sell mergers, in company releases and analyst reports.

R Balakrishnan April 24, 2022 2 Comments

Stocks

Prime Analysis: Impact of HDFC Merger & our recommendation

When good quality businesses get beaten down in the markets, unexpected corporate actions and events sometimes act as a trigger to their re-rating. Is the HDFC merger with HDFC Bank a positive?

Aarati Krishnan April 5, 2022 13 Comments

update on Parag Parikh Flexi Cap and investing internationally

Commentary

An update on Parag Parikh Flexi Cap and investing internationally

In January, mutual funds investing overseas came up to a roadblock. As we had explained at the time on these curbs on international funds, Reserve Bank rules limit the amount mutual funds as a whole can invest in foreign securities. The cap stands at $7 billion for all foreign securities other than ETFs and $1 billion for ETFs. That $7 billion mark was close to being breached. And so, SEBI directed international funds to close off fresh subscriptions until a new limit could be worked out with the RBI. Please read our earlier article on this subject to understand the background.

Bhavana Acharya March 15, 2022 15 Comments

What the Budget means for bond investors

General

What the Budget means for bond investors

With the Budget done and dusted, most commentators have pronounced that it is a good Budget for stock markets but an awful one for bond markets. But in our view, whether you – as a bond investor – should celebrate or mourn post-Budget, will depend on your present portfolio allocation to bonds and the kind of bonds you own. Here’s how the budget affects your bond investments.

Aarati Krishnan February 2, 2022 12 Comments

General

Budget 2022 – which sectors can benefit?

Several sectors can benefit from the above measures, but none to any major degree. So, we will restrict this article to a select few sectors that can benefit; these being sectors that we are also focusing on or watching for opportunities.

PrimeInvestor Research Team February 2, 2022 3 Comments

Budget 2022, Provisions that affect your personal taxes

General

Budget 2022 – Provisions that affect your personal taxes

Budget 2022 has no sops to offer you! And worse, worse, the Government has proposed to tax your newfound love – cryptocurrencies and other forms of digital assets. Let us look at some of the key highlights on the personal finance tax.

PrimeInvestor Research Team February 1, 2022 1 Comment

Mutual funds & ETFs

Curbs on international funds – what you need to know

At play here are the RBI’s limits on overseas investments and SEBI’s rules. Here, we’ll list out the concerns you would be having over these limits, what they mean, and what you should do.

Bhavana Acharya January 30, 2022 26 Comments

Interest rates: Should you move out of equities?

Long-standing warnings by market gurus about the imminent popping of the stock market bubble seemed to come good, with interest rates for US treasuries spiking up sharply and triggering a fairly sharp correction in stock prices across the world. But why should stocks fall if interest rates rise and will such a rate hike impact India?

R Balakrishnan January 23, 2022 2 Comments

Premium

Quarterly review: changes to Prime Funds, our fund recommendations

When a small-cap fund served up 1-year returns in excess of 100% while another stayed far below at 77%, when a multi-asset allocation fund had

PrimeInvestor Research Team January 6, 2022 8 Comments

The regulatory minefield on digital lending

General

The regulatory minefield on digital lending

…RBI, facing fire from all sides, should set up a working group that has put up a white paper on the issues that face ‘digital lending’. I recall reading some months ago that there were 1100+ lending apps and that nearly 600 were illegal.

R Balakrishnan December 19, 2021 1 Comment

General

5 steps to buy g-secs on the RBI Retail Direct platform

RBI’s new Retail Direct platform which was flagged off in November, offers retail investors a chance to participate in the primary market auctions of Central government and State government securities that the RBI conducts.

Aarati Krishnan December 9, 2021 17 Comments

PrimeInvestor - Articles and Reports

Keeping up with the cryptos – Are stable coins really stable?

What they don’t tell you about M&A

Prime Analysis: Impact of HDFC Merger & our recommendation

An update on Parag Parikh Flexi Cap and investing internationally

What the Budget means for bond investors

Budget 2022 – which sectors can benefit?

Budget 2022 – Provisions that affect your personal taxes

Curbs on international funds – what you need to know

Interest rates: Should you move out of equities?

Quarterly review: changes to Prime Funds, our fund recommendations

The regulatory minefield on digital lending

5 steps to buy g-secs on the RBI Retail Direct platform

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