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Recommendations

Quarterly review – changes to Prime Funds, our fund recommendations

If there’s one trend that equity funds don’t seem to be shaking off soon, it is the performance divergence. Over the past few review cycles, we have been highlighting how up-and-coming funds have soared well past the earlier steady performers. Taking stock of the underperformers, the nature of market movements, and returns we have made some key changes to our equity funds in this review cycle.

PrimeInvestor Research Team April 6, 2022 15 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

Stocks

A winning stock portfolio: It is all about getting these two things right

A winning stock portfolio has two particular hallmarks as practiced by the experts in the field. What are they and who to implement them? Chandrachoodamani analyses.

N V Chandrachoodamani April 3, 2022 No Comments

Stocks

Important update: Change in our stock recommendation

PrimeInvestor Research Team March 31, 2022 1 Comment

ladders, barbells, roll downs, bond portfolio

Mutual funds & ETFs

What are ladder, barbell and roll down strategies in debt funds

Here’s an explainer to demystify the barbells, ladders and roll-downs that are in vogue now. Right now, debt manager views are liberally sprinkled with terms that remind you of your morning workout.

Aarati Krishnan March 30, 2022 No Comments

Stocks

Arbitrage opportunities in share buybacks

The share buyback offer of TCS which closed last week, attracted a record number of applications from investors who wanted their shares to be bought by the company and extinguished. TCS had offered to buy back shares worth Rs.18,000 crores at a price of Rs.4500 per share.

R Balakrishnan March 27, 2022 No Comments

Mutual funds & ETFs

How to use each debt fund category in your portfolio

As a result of having many categories, many of you end up having duplication in debt funds in your portfolio inadvertently – by believing that spreading across different categories, you’re diversifying. However, funds that may be in different categories but not necessarily doing anything different for your portfolio.

Vidya Bala March 24, 2022 No Comments

Auto Ancillaries: The EV disruption and how to pick winners now

Stocks

Auto Ancillaries: The EV disruption and how to pick winners now

The auto component or auto ancillaries space, though, features more listed opportunities. These companies supply critical components such as engines, transmission, axles, suspension, brakes, lighting, electronics and batteries to automobiles. It is a major manufacturing sector, accounting for 2.3% of GDP and employing 1.5 million people. Piggybacking on the fortunes of the auto industry and another way to play the space, the auto ancillary segment can offer opportunities. With over Rs. 4 lakh crore in market capitalisation, this sector has more companies in its fold to play the auto space.

N V Chandrachoodamani March 22, 2022 8 Comments

younger policyholders, A policy designed for younger policyholders

Insurance

Insurance review – A policy designed for younger policyholders

We’re starting our insurance review series with Star Health Young Star Insurance Policy. This is a policy designed for younger policyholders who are either single, or just married or in the early stages of their career.

Bipin Ramachandran March 17, 2022 2 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

Prime Stock Recommendation: A play on urbanisation and premiumisation

Stocks

Prime Stock Recommendation: A play on urbanisation and premiumisation

N V Chandrachoodamani March 13, 2022 4 Comments

Stocks

3 Prime Stocks to average now

The equity markets have been losing strength and seeing steady correction albeit with temporary rebounds. We thought this was a good time to revisit our stock recommendations, Prime Stocks, and see if you can have averaging opportunities in them.

PrimeInvestor Research Team March 10, 2022 7 Comments

PrimeInvestor - Articles and Reports

Quarterly review – changes to Prime Funds, our fund recommendations

Prime Analysis: Impact of HDFC Merger & our recommendation

A winning stock portfolio: It is all about getting these two things right

Important update: Change in our stock recommendation

What are ladder, barbell and roll down strategies in debt funds

Arbitrage opportunities in share buybacks

How to use each debt fund category in your portfolio

Auto Ancillaries: The EV disruption and how to pick winners now

Insurance review – A policy designed for younger policyholders

An update on Parag Parikh Flexi Cap and investing internationally

Prime Stock Recommendation: A play on urbanisation and premiumisation

3 Prime Stocks to average now

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