Research Reports Archives - Page 5 of 10

Prime Review: TN Power Finance and Infrastructure Fixed Deposit

Bonds & Deposits

Prime Review: TN Power Finance and Infrastructure Fixed Deposit

When interest rates on bank deposits hit rock-bottom in the last few years, the fixed deposit (FD) programme from Tamil Nadu Power Finance and Infrastructure Corporation (TNPFIC) turned quite a hit. This NBFC owned by the Tamil Nadu Government offers high interest rates of 7-8% on FDs and has a friendly online interface, making it very popular with fixed income seekers and seniors. We have received a number of queries from many of you, about this deposit.

Premium article available only to subscribers.

Aarati Krishnan September 6, 2022 1 Comment

A consumer durables play gearing for a comeback

Stocks

Prime stock recommendation: A consumer durables play gearing for a comeback

Consumer durables, a key consumer category, bore the brunt of Covid as companies lost two business seasons in FY21 and FY22 to lockdowns and supply disruptions. As demand took a hit, the sector lost its sheen, especially white goods and small appliances, leaving investors disappointed over the last 2 years amid a soaring market.

Premium article available only to subscribers.

N V Chandrachoodamani September 5, 2022 No Comments

When to use multi-asset allocation funds

Research Reports

When to use multi-asset allocation funds

Multi-asset allocation, by itself, is part of any portfolio building strategy. Both your portfolio’s return potential and its ability to contain downsides is determined by the asset allocation you choose. To this extent AMCS are trying to provide an all-in-one solution through a hybrid category of mutual funds called multi-asset allocation funds.

Vidya Bala August 28, 2022 6 Comments

Prime Stock recommendation: A HOLD call on an auto stock

We are now moving the stock to a ‘hold’. That means it will no longer be in our buy list. This means you need not take further exposure to the stock. Do not sell it. Simply hold it. We will let you know if it is time to exit.

Premium article available only to subscribers.

PrimeInvestor Research Team August 25, 2022 No Comments

Consumer durables: On the comeback trail

Stocks

Consumer durables: On the comeback trail

Consumer durables is a category that stands between staples and lifestyle goods. This category has been hit on one hand by Covid-led lockdowns, and on the other by inflation eating into margins and hurting demand. The category has seen a more severe impact as it is neither buoyed by the non-discretionary nature of staples nor by the quick demand rebound that lifestyle consumption tends to see.

N V Chandrachoodamani August 23, 2022 4 Comments

Parag Parikh Flexi Cap – should you continue to invest?

Recommendations

Parag Parikh Flexi Cap – should you continue to invest?

Up until six months ago, Parag Parikh Flexi cap was an investor favourite. Its chart-topping performance and overseas investments served as the key attractions. These very same factors now appear to be doing the opposite, causing investors to worry over continuing investments. So, should you be concerned over Parag Parikh Flexi Cap’s performance? Is the restriction in investing abroad a game-changer for the fund?

Bhavana Acharya August 16, 2022 39 Comments

Stocks

Prime Stock recommendation: A capital goods player taking the inorganic route

Apart from corporate capex, production linked incentive (PLI) of the government and China-plus-one strategy, the manufacturing space is also undergoing a transition. Companies that have already invested or are now investing to meet the above demand triggers are readying themselves for future growth. This capital goods stock is one such superior player.

Premium article available only to subscribers.

Vidya Bala August 14, 2022 No Comments

Prime Recommendation: Play the economic growth with this ETF

Recommendations

Prime Recommendation: Play the economic growth with this ETF

As India’s economic activity picks up pace after being in deep freeze during Covid, investors have been hunting for sectors that can ride this recovery.

Aarati Krishnan August 11, 2022 23 Comments

Higher rates offer a window of opportunity for NRIs

Bonds & Deposits

Higher rates offer a window of opportunity for NRIs

If you are an NRI, the chances are that you usually keep an eye out for places to park your surplus earnings in India that are safe, will protect you from exchange rate changes and fetch a respectable return. You probably already have NRE deposits and FCNR(B) deposits, the bank FD equivalents for NRIs. But did you know that there have been recent regulatory relaxations by RBI that give you a window of opportunity to lock into higher rates on these tried and tested savings tools? Here is a closer look.

Pavithra Jaivant August 9, 2022 2 Comments

Prime Recommendation: How to play the cyclical space now

Recommendations

Prime Recommendation: How to play the cyclical space now

Manufacturing is back in favour in the stock market, largely driven by cyclicals such as auto, auto components, industrials and capital goods. In this report, we discuss in detail the prospects for the manufacturing space and how to play it through a thematic fund that we added a month ago in Prime Funds.

Vidya Bala August 4, 2022 3 Comments

Insurance

Insurance Review – IFFCO Tokio Critical Illness Benefit Policy: Keeping it simple

This article reviews the IFFCO Tokio Critical Illness Benefit Policy which we think ticks the boxes on simplicity and generous sum insured. Here is a detailed look :

Pavithra Jaivant July 31, 2022 2 Comments

Prime Review: 3 passive indices built on ‘Quality’

Strategies

Prime Review: 3 passive indices built on ‘Quality’

In this analysis, we look at indices on the ‘Quality’ factor. There are two NFOs running now – DSP Midcap 150 Quality 50 Index fund (there’s already the ETF version of this) and Aditya Birla SL Nifty 200 Quality 30. These two indices join the Nifty 100 Quality 30 index, on which there is an already existing ETF (from Edelweiss).

Bhavana Acharya July 28, 2022 10 Comments

PrimeInvestor - Articles and Reports

Prime Review: TN Power Finance and Infrastructure Fixed Deposit

Prime stock recommendation: A consumer durables play gearing for a comeback

When to use multi-asset allocation funds

Prime Stock recommendation: A HOLD call on an auto stock

Consumer durables: On the comeback trail

Parag Parikh Flexi Cap – should you continue to invest?

Prime Stock recommendation: A capital goods player taking the inorganic route

Prime Recommendation: Play the economic growth with this ETF

Higher rates offer a window of opportunity for NRIs

Prime Recommendation: How to play the cyclical space now

Insurance Review – IFFCO Tokio Critical Illness Benefit Policy: Keeping it simple

Prime Review: 3 passive indices built on ‘Quality’

Become a PrimeInvestor!