Investment Reports

Get to know the rationale behind great ideas for you to make sound long term investment decisions.

Date

of 1519 Reports

Trading Reports

Know our expert take on short term outlook on stocks, derivatives and indices based on technical analysis.

Date

of 740 Reports

Mutual Fund Reports

Find out the inside story on various Fund Houses (AMCs) and Mutual Fund schemes.

Date

of 72 Reports

  • How did ETFs fare
    How did ETFs fare

    11 Apr 2017

    Here's a comprehensive look at how ETFs in India have performed over the past 10, 5, and 3 years
  • Most big funds have raised stake in Infosys
    Most big funds have raised stake in Infosys

    11 Apr 2017

    At the end of February, as many as 482 schemes held Infosys shares worth about Rs 19,600 crore. Read what's changed
  • Mutual funds reach all-time high
    Mutual funds reach all-time high

    11 Apr 2017

    An analysis shows 376 mutual fund schemes (roughly 46%) of the 804 equity products have reached new highs
  • The no-loss funds
    The no-loss funds

    11 Apr 2017

    Losses in most debt funds diminish to virtually zero if your holding period is one year or more. Read our analysis...
  • Winning with value funds
    Winning with value funds

    07 Mar 2017

    Breaking the myth that value investing doesn't work in India, value-styled funds have beaten the market by wide margins both in the long and the short term
  • Taurus debt schemes ravaged
    Taurus debt schemes ravaged

    07 Mar 2017

    Liquid and Short Term Funds lose 7-11% of their value following the downgrade of bond issuer Ballarpur Industries
  • Investing in the titans
    Investing in the titans

    07 Mar 2017

    Large-cap equity funds deliver decent returns without much fireworks, yet fund selection still remains crucial
  • DSP BlackRock Micro Cap Fund puts a brake on fresh inflow once again
    DSP BlackRock Micro Cap Fund puts a brake on fresh inflow once again

    07 Mar 2017

    With effect from 20 February, 2017, all subscription/switch-in applications in the fund will be temporarily stopped
  • Best ELSS funds: Need of the hour
    Best ELSS funds: Need of the hour

    07 Mar 2017

    ELSS funds are the best wealth creators among all the tax-saving avenues mentioned under Section 80C. Read on
  • Need of an equivalent of the American 401K plan
    Need of an equivalent of the American 401K plan

    06 Feb 2017

    It was probably in 2004 that the MF industry had for the first time suggested that Indian investors need a 401(k)-like plan
  • MF industry captains happy with budget
    MF industry captains happy with budget

    06 Feb 2017

    We have taken Budget reactions from some of the well-known names in the mutual fund industry. Read on
  • How ethical funds fared
    How ethical funds fared

    06 Feb 2017

    Let's take a look at how India's only 3 ethical funds have done over the past 10 years

Sector & Economy Reports

Get updated on the recent macro and micro trends in various sectors as well as Indian and Global markets.

Date

of 122 Reports

  • Midcap strategy
    Midcap strategy

    19 Apr 2017

    In the past five years (FY12–17), Indian equities have done well with the NIFTY returning an average 12% p.a. and the NSE Midcap outperforming NIFTY by a whopping 50% during the same period.
  • Economy Update: Eco - trade
    Economy Update: Eco - trade

    19 Apr 2017

    Genuine improvement in exports provides additional avenue for GDP and income growth. 40% of exports improvement in March was led by petroleum, another 20% by gems & jewelry and the remaining came ~ equally from spices, pharma, engineering goods and apparel.
  • Sector Update:Logistics Monitor
    Sector Update:Logistics Monitor

    19 Apr 2017

    Mar’17 cargo acrossMajor Ports grew 9.5% YoY (FY17 growth at6.8%), as per Indian Ports Association (IPA).
  • Sector Update:Media
    Sector Update:Media

    12 Apr 2017

    TRAI’s proposed regulatory changes on content parity may drive structural change in the entire value chain (Broadcaster – Distributor – Consumer); however, we see significant execution challenges and possibility of prolonged legal wrangle.
  • Sector Update:Auto
    Sector Update:Auto

    10 Apr 2017

    After Supreme Court’s verdict on BS-3 vehicles, for the first time ever, discount levels for 2Ws and CVs are changing almost every 2 hours. Dealers are taking real-time assessment of the extent of discount required to liquidate unsold inventory by tonight (EOD 31st March).
  • Eco Update: India in numbers Mar-17
    Eco Update: India in numbers Mar-17

    29 Mar 2017

    Bank lending rates may not fall materially from here… Stiff competition from smaller nimbler savings banks, and mutual funds/ life insurance promising guaranteed returns on their fixed income portfolio leave little room for large banks to cut deposit rates. In addition, regulated savings rates lik..
    See Full Description
  • Quick Note: USD-INR
    Quick Note: USD-INR

    24 Mar 2017

    Flows are offsetting an obvious over-valuation of the INR. RBI to keep seeking risk-off opportunities to correct this. We forecast INR at 68/69 for end-FY 18/19, translating to an average of 67.0/68.7 for FY 18/19.
  • Sector Update:Telecom - Idea and Voda merger
    Sector Update:Telecom - Idea and Voda merger

    24 Mar 2017

    Merged entity on a strong footingwith substantial spectrum holding (No.1 in total spectrum, No. 3 in sub-1 GHz spectrum), highest broadband capacity, larger scale of 273K sites (69% broadband), and market share (RMS: 41%; No. 1 or 2 in 21/out of 22 circles)
  • Auto Conference 2017 - Key Takeaways
    Auto Conference 2017 - Key Takeaways

    24 Mar 2017

    These were just few of the topics discussed at our 3rdAnnual India Auto Conference. This year we had 15 participants –a good blend of OEMs, ancillaries, financiers & dealers meeting ~140 investors across ~80 funds.
  • Economy Update: CPI
    Economy Update: CPI

    20 Mar 2017

    CPI rose as expected to 3.7% y-o-y in February. The increase was led by higher food & fuel, whereas refined core inflation continues to soften.
  • Economy Update - GDP Q3FY17
    Economy Update - GDP Q3FY17

    17 Mar 2017

    Dec16 quarter India GDP and GVA growth slowed only marginally to 7% and 6.6% respectively, despite demonetization, which is much better than consensus expectation of ~6%.
  • Sector Update:Reliance Jio
    Sector Update:Reliance Jio

    17 Mar 2017

    Telecom industry market size likely to be Rs 3 trn by 2020-21(FY16: Rs 1.9 trn).Voice revenues will shift to data. Data is supply constrained (demand will always outstrip supply).India has become most active market for Google and Facebook