Stocks
Prime stock update: Are we still sweet on this sugar maker?
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Pavithra Jaivant
March 9, 2023
2 Comments
PrimeInvestor - Articles and Reports
Stocks
Prime stocks update: An exit call on an insurance stock
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N V Chandrachoodamani
March 1, 2023
4 Comments
Stocks
Prime Stocks update: Moving this biotech stock from BUY to a HOLD
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N V Chandrachoodamani
March 1, 2023
8 Comments
Commentary
Adani stocks and index funds: cause for concern?
After the Hindenburg bombshell tanked Adani stocks, the faith that some investors placed in index investing seems to have been shaken. With the Nifty 50 and Nifty Next 50 featuring seven Adani group stocks between them, PrimeInvestor received many queries soon after the news broke.
Aarati Krishnan
February 23, 2023
13 Comments
Stocks
Prime Stock update: Prospects brighten for our small finance bank call
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N V Chandrachoodamani
February 19, 2023
4 Comments
Stocks
Governance: 8 checks to assess management quality
The Adani saga (still continuing, I guess) brings forth the issue of governance, management quality, and other qualitative factors that many investors consider as essential check boxes. During the time I spent in CRISIL, ‘management quality’ would set a cap on ratings. But what is ‘management quality’?
R Balakrishnan
February 14, 2023
1 Comment
Stocks
Prime Stocks update: How this EV player is placed now
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N V Chandrachoodamani
January 26, 2023
10 Comments
General
Fundamental analysis or technical analysis: which is better?
There are more theories on what works in stock investing than there are listed stocks. Each one seems to be successful at some point in time. However, there is still no single universally applicable formula. I am still in search of that magic formula. If any of you do find one, please post it in the comments section.
But if there can be said to be two warring camps on the right approach to stock investing, these are usually fundamental analysis and technical analysis. Both have loyal camps of followers who swear that their method works best.
R Balakrishnan
January 24, 2023
9 Comments
Stocks
Prime Stocks: An ER and R&D services company focusing on high-growth opportunities
This leader in engineering and R&D services is differentiated from other large IT players and is focused on high growth opportunities.
N V Chandrachoodamani
January 20, 2023
No Comments
Stocks
N V Chandrachoodamani
January 19, 2023
5 Comments
Markets
Prime Equity Outlook 2023
In our Prime Equity outlook in 2022 we said “We would expect any correction triggered by global rates to take the Nifty 50 down to the 12,500 to 15,000 range. In this range, investors should deploy cash and swoop in on buying opportunities rather than develop cold feet!”.
The equity market world over did see a correction in 2022 along these lines and as geo-political factors took hold. Indian markets too, experienced a rout in the first half of the year hitting close to our predicted range at 15,200 by mid-June.
Even so, India did a lot better than its emerging market peers. The Nifty 50 closed the year on a positive note, with a modest 4% return. Simply buying the Nifty 50 would have delivered a good 18% from June until December 2022. Our own stock picks delivered well in 2022, too.
But with global recession on the cards, still high Nifty 50 and a hostile rate scenario, can 2023 be better than 2022? For Indian markets, there are some key trends that we think can play out. We look at where the Nifty 50 could be headed, and where opportunities lie.
N V Chandrachoodamani
January 15, 2023
4 Comments
Markets
A new approach to gauge market mood – The Nifty VMI tool
“Is this a good time to invest in the market?” This is a question that many of you ask us when you want to deploy additional money. Gauging market mood is never easy and this is often done mostly by short-term traders. When investing for the long term, we typically tell you that it is best to invest in phases and avoid trying to time the market. Investing in phases (or call it SIP) and holding for the long term can help contain downsides and it is a proven strategy.
Vidya Bala
January 12, 2023
28 Comments
