General Archives - Page 9 of 13

General

Book review – ‘Money Wise’ by Deepak Shenoy

Pre-ordering a book before publication is like buying units of an NFO. You are committing money before you know what you are going to get. But in the case of ‘Money Wise’ by Deepak Shenoy, I knew it was a sure bet. Having known the author and reading his works for several years, I had a pretty good idea about what I would receive, and hence as soon as the book was announced, I jumped on it with an instant order.

Srikanth Meenakshi November 30, 2021 2 Comments

Initial Public Offer, IPO/OFS- Its seller vs buyer, with advantage seller

General

IPO/OFS – It’s seller vs buyer, with advantage seller

Initial Public Offer. IPO. The magic term that brings forward so many emotions…and probably all falling into the bucket of ‘greed’ or ‘fear’. Nothing in between.

R Balakrishnan November 23, 2021 1 Comment

General

5 ways to de-risk your equity funds, without cashing out

one good way to de-risk your equity fund portfolio from a market fall would be to switch from funds following a momentum style of investing to those following a value or contrarian style or funds with a value-oriented approach. Value funds typically buy fundamentally sound companies that trade at a discount to their intrinsic value in the markets.

Aarati Krishnan November 9, 2021 8 Comments

General

What they don’t tell you about credit ratings

I was privileged to be part of the beginnings of the credit rating industry in India. From being an unwanted pest in its early days, the industry is now the favourite whipping boy for regulators and investors, who have blindfolded themselves with wrong notions about the role of credit rating agencies.

R Balakrishnan October 21, 2021 2 Comments

General

Prime update: The Tata group’s ‘clean energy’ club

The Tata group recently announced the investment of global PE major TPG (formerly Texas Pacific Group) in the electric vehicle (EV) arm of Tata Motors at a valuation of $9.1 billion (about Rs.68,000 crore) recently. Not surprisingly, the stock of Tata Motors soared 25% on the day of the deal announcement.

N V Chandrachoodamani October 21, 2021 3 Comments

Research Reports

Quarterly Review – Changes to Prime Portfolios

We’ll explain the Prime Portfolios where we have made changes in this review cycle and the reasons for the same. We’ll also tell you what to do with existing investments in the portfolios.

PrimeInvestor Research Team October 14, 2021 7 Comments

General

Rights issue: how to approach rights entitlement

The Bharti Airtel rights issue has attracted attention for its sheer size of Rs 21,000 crore, next to Reliance Industries’ rights issue size of over Rs 50,000 crore last year.

Vidya Bala October 10, 2021 4 Comments

General

Four books

None of these four books are particularly ‘PrimeInvestor’ topic – relating to personal finance or FinTech. Nevertheless, I thought I’ll share my thoughts on these books – 4 of them – in a brief note. Some of these books are quite popular, and all of them are worth your time, if the topic interests you.

Srikanth Meenakshi September 28, 2021 No Comments

Recommendations

Prime Recommendation: The best fund in the balanced advantage category

The balanced advantage category (called the balanced advantage/dynamic asset allocation category or BA/DAA) has received a lot of attention, after a whopping collection of Rs 12,000 crore by SBI Balanced Advantage during its recent NFO. This category is mostly seen as one that delivers equity returns with less risk or one that can be used as an income generation option – neither of which are quite right. In this report we get into detail about one of our already recommended funds in this space, while also explaining when and how to use a fund in this category.

Vidya Bala September 14, 2021 25 Comments

General

CRED launches CRED Mint

Cred Mint, as noted earlier, is a peer-to-peer lending platform. What this means is, simply put, people lending to each other by using an intermediary service. By using Cred Mint, a customer can either borrow or lend to other Cred customers at “attractive” rates. For lenders, Cred is promising interest rates “up to 9%”, which is significantly higher than bank FD rates today.

Srikanth Meenakshi August 21, 2021 6 Comments

Prime Stocks: An update on a recommendation

When a stock recomendation we give runs up sharply, what should be your course of action? Should you exit or should you hold or should

PrimeInvestor Research Team July 26, 2021 13 Comments

trends, trends and changes in our mutual fund review

General

Quarterly MF review – trends and changes

In the first of our updates in this review cycle, we explained the changes we have made to Prime Funds, our recommended fund list. In this second update, we thought to cover two different aspects: one, changes we made to our MF Review Tool, in the way we call out our recommendations. Two, trends we have observed unfolding over the past couple of quarters that we’re keeping a watch on.

PrimeInvestor Research Team July 18, 2021 4 Comments

PrimeInvestor - Articles and Reports

Book review – ‘Money Wise’ by Deepak Shenoy

IPO/OFS – It’s seller vs buyer, with advantage seller

5 ways to de-risk your equity funds, without cashing out

What they don’t tell you about credit ratings

Prime update: The Tata group’s ‘clean energy’ club

Quarterly Review – Changes to Prime Portfolios

Rights issue: how to approach rights entitlement

Four books

Prime Recommendation: The best fund in the balanced advantage category

CRED launches CRED Mint

Prime Stocks: An update on a recommendation

Quarterly MF review – trends and changes

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