Investment Reports

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

Date

of 1477 Reports

Trading Reports

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

Date

of 688 Reports

Mutual Fund Reports

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

Date

of 68 Reports

  • 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
  • Hedging uncertainty using balanced funds
    Hedging uncertainty using balanced funds

    06 Feb 2017

    In a market where there is no clear outlook for debt and equity, balanced funds make for a good option
  • Flexible STP everything you wanted to know
    Flexible STP everything you wanted to know

    06 Feb 2017

    Flex STPs allow you to park money in one set of funds - say debt or liquid funds, and transfer it into equity funds, based on preset market triggers
  • The evolving ELSS
    The evolving ELSS

    21 Jan 2017

    From being a limited-option category, equity-linked savings schemes now offer a good diversity of schemes
  • 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

Sector & Economy Reports

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

Date

of 115 Reports

  • 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
  • Sector Update:Logistics Monitor
    Sector Update:Logistics Monitor

    17 Mar 2017

    JNPT’s volume (TEU) dipped 9% YoY –APM Maersk terminal’s volume declined 8% YoY, while JNPT operated terminal de-grew 19% YoY. DP World’s aggregate volume was flat YoY as its mini terminal (0.8 mn TEU capacity) took volume from DP World’s older terminal at JNPT given benefits of non-TAMP p..
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  • Sector Update:PHARMA
    Sector Update:PHARMA

    03 Mar 2017

    India Pharma@ domestic sales grew a modest 10% YoY in Q3FY17 (vs. our estimate of 8%) led by extending working capital, discounts, etc. While demonetization hurt growth by ~200-300 bps, management conference call takeaways suggest that demonetization is largely behind and, expectsgrowth to return to..
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  • Economy Update: India in numbers - Feb 2017
    Economy Update: India in numbers - Feb 2017

    27 Feb 2017

    The deluge after the storm… The banking sector is flush with liquidity (~INR 6trn, see exhibit 1), which is parked in MSS and term repos, but cash withdrawals,depositsseeking riskier yield and credit growth picking up should shrink the excess. For e.g. non-food credit grew 1.8% m-o-m in January an..
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  • Sector Update:Logistics Monitor
    Sector Update:Logistics Monitor

    23 Feb 2017

    As per data from Indian Ports Association (IPA), cargo at Major Ports grew 3.6% YoY (Jan ‘17), which was lower than 7.1% YoY growth YTDFY17. Growth in iron ore (up ~4x YoY) offset 10%/ 15% YoY decline in coking / thermal coal respectively. Container tonnage rose ~1% YoY (up 2.5% in TEUs), as ex-JN..
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  • Eco - Exports exposure
    Eco - Exports exposure

    23 Feb 2017

    India’s export growth has averaged +4% over the last six months (Aug16 to Jan17). Exports turned positive in Sept 16 after two years of mostly negative prints. Fall in commodity prices largely explained the decline. But, the turnaround we are seeing now is not all from commodity price recovery, so..
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  • Economy Update: IIP
    Economy Update: IIP

    17 Feb 2017

    Eco: IIP falls in December, but solid q-o-q improvement