Investment Reports

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

Date

of 1256 Reports

Trading Reports

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

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of 585 Reports

Mutual Fund Reports

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

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of 57 Reports

  • How MF investors should play the U.S. Fed interest rate hike move
    How MF investors should play the U.S. Fed interest rate hike move

    28 Dec 2016

    We spoke with a bevy of experts to gauge the impact on your mutual fund investments, and the way forward
  • What clicked and what did not
    What clicked and what did not

    20 Dec 2016

    With just two weeks to go for the New Year, we have taken stock of which equity themes worked in 2016 and which didn't
  • Watch out for debt funds
    Watch out for debt funds

    20 Dec 2016

    As investors cry hoarse over falling bank deposit rates, the spike in debt fund returns could not have been a better product advertisement
  • Value funds did deliver
    Value funds did deliver

    20 Dec 2016

    With investor assets worth over Rs 20,000 crore, value funds have fared quite well in the last 5 years, with an average CAGR of nearly 21 per cent
  • The emergence of a new breed
    The emergence of a new breed

    20 Dec 2016

    Equity-income funds are like balanced funds but they are also low on risk as well as taxes. This makes them worth exploring
  • Demonetization Scare
    Demonetization Scare

    20 Dec 2016

    In November, more than Rs 12700 crore long-term money flew in, laying to rest any concern among mutual fund investors
  • What happens to gold
    What happens to gold

    08 Dec 2016

    Demonetisation and the Trump victory challenge the outlook of an asset supported by long-standing traditional sources of demand
  • Educating through games
    Educating through games

    08 Dec 2016

    Fund houses, distribution platforms bet on gamified models involving features such as quizzing, reward badges and peer ranking
  • Why funds are limiting investment flows
    Why funds are limiting investment flows

    22 Nov 2016

    The low liquidity and stretch valuations of mid and small cap stocks are prompting managers of funds investing in them to impose curbs on inflows
  • The Great NPS Reform
    The Great NPS Reform

    22 Nov 2016

    The PFRDA introduces two new lifecycle funds and alternative investments such as mortgage-based securities in the NPS
  • On a high
    On a high

    22 Nov 2016

    Mutual fund purchases of stocks shot up dramatically in October accelerating the positive but milder trend of the preceding two months. The level of purchases hit a 12 month high
  • When good is not good enough
    When good is not good enough

    24 Oct 2016

    The PPF is trusted by many as a long-term, tax-free investment option - only that it has grossly under-performed ELSS since 2001

Sector & Economy Reports

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

Date

of 95 Reports

  • Sector Update:Pharma
    Sector Update:Pharma

    11 Jan 2017

    We expect India Pharma# to report tepid EBITDA growth of 9% YoY in Q3FY17 aided by one-offs such as Natco (164%) and Glenmark (73%), and acquisitions for Cipla (40%) and Strides (27%). While we expect steady performance by Sun (18%) and Lupin (15%), we see weak show by Dr Reddy’s and Cadila due to..
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  • Sector Update:IT
    Sector Update:IT

    11 Jan 2017

    We expect Infosys to maintain its FY17 revenue growth guidance of 8 to 9% YoY in constant currency (guidance in USD terms is 7.5-8.5% which will see a decline due to USD strengthening). Wipro: Expect Q4 revenue growth guidance at 0-2% QoQas deal wins start contributing to revenue.
  • Sector Update:Logistics
    Sector Update:Logistics

    11 Jan 2017

    Our interaction with industry players suggest unorganized/ smaller road players are witnessing significant pressure given government’s strict restrictions on overweight trucks, pollution norms (introduction of green tax). This coupled with GST implementation and taxation, as applicable,to further ..
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  • Sector Update:Media
    Sector Update:Media

    11 Jan 2017

    We believe the current slowdown in ad spends is a partial deferment of advertising budgets led by postponement of new product launches, ad campaigns etc by companies. Hence ad spends are likely to revive as consumer spending picks up with liquidity infusion and expected consumption stimulus in forth..
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  • Sector Update:India Pharma Domestic Formulation
    Sector Update:India Pharma Domestic Formulation

    26 Dec 2016

    Domestic formulations grew 15% YoY in Nov’16 (vs. 8% in Oct’16), as per AIOCD#, led by higher volumes on account of pre-buying (largely led by chronic therapies) in wake of demonetization and low base in Nov’15. We expect growth to normalize in the near term as our channel checks suggest that ..
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  • Sector Update:Logistics Monitor
    Sector Update:Logistics Monitor

    26 Dec 2016

    As per Major Ports data by Indian Ports Association (IPA),cargo grew10% YoY (flat MoM) in Nov 2016.Growthin POL (up 11% YoY)and iron ore (up 280% YoY) volume offset dip in coking coal (down6% YoY) and thermal coal (down 23% YoY) volume. Container tonnage volumerose~6% YoY (up 9% in TEUs),as ex-JNPT ..
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  • Sector Update:Cement
    Sector Update:Cement

    09 Dec 2016

    Transportation remains a challenge: Shipment has been bigger problem than sales, as cash availability at trucker’s level still remains poor. If new currency notes are not made available in sufficient quantity, dispatches can dip further from the current level. Cement companies going for cash-less ..
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  • Sector Report: Cement
    Sector Report: Cement

    06 Dec 2016

    Our channel checks suggest cement dispatches at company level are now down ~15%-20% (vs. 40%-50% immediately after demonetization on November 8, 2016). Volumes in South India have been hit the least and cement prices have been resilient so far in most regions except Rs 5-10/bag reduction in North In..
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  • Sector Update:Oil Marketing Companies (OMC)
    Sector Update:Oil Marketing Companies (OMC)

    17 Nov 2016

    Q2FY16 was a weak quarter: Oil Marketing Companies’ (OMCs) results were impacted by (a) weakness in fuel marketing volumes due to seasonality and competition in bulk fuel segment, and (b) weak GRMs, marketing margins due to inventory losses.With GRMs on structural uptrend, stable marketing margins..
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  • Sector Update:Consumer GST Impact
    Sector Update:Consumer GST Impact

    04 Nov 2016

    The GST council today announced different GST rates (refer exhibit 2) but is yet to decide on (i) allocation of categories to different tax slabs(rests with group of committee of secretaries), (ii) quantum of cess on demerit goods and (iii) rate of tax on precious metals. Government is hopeful of fi..
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  • Sector Update:Consumer GST Impact
    Sector Update:Consumer GST Impact

    24 Oct 2016

    The GST council meeting is currently on and we should hopefully get more clarity soon. In this note, we analyze the impact on consumer companies based on various scenarios and also dig deep into the "feel good" myths surrounding GST.
  • Sector Update:Utilities Monthly Meter
    Sector Update:Utilities Monthly Meter

    18 Oct 2016

    Power generation in Sep -16 rose just 3% YoY on tepid demand due to bountiful monsoon and base impact of deficient monsoon YoY. Consequently, power deficit is down to zero on softening of power demand (up just 4% YoY vs. ~7% YoY growth in prior 4 months). Production of Coal India declined 5% YoY in ..
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