Investment Reports

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

Date

of 1753 Reports

Trading Reports

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

Date

of 822 Reports

Mutual Fund Reports

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

Date

of 97 Reports

  • When active funds fail
    When active funds fail

    01 Jun 2017

    Here's a list of active funds that have failed to beat or match the Nifty
  • Times of caution
    Times of caution

    01 Jun 2017

    While mid-cap funds have generated great returns over five years, their valuations seem to have got stretched
  • The rise of retail investors
    The rise of retail investors

    01 Jun 2017

    Here's a detailed look at how the number of investors and MF investments in India grew in the past two years
  • Maharashtra, New Delhi, Karnataka lead asset pyramid for MF industry
    Maharashtra, New Delhi, Karnataka lead asset pyramid for MF industry

    01 Jun 2017

    Here's how all the states and union territories of India have ranked in terms of mutual fund penetration
  • How well do you know your debt instruments?
    How well do you know your debt instruments?

    01 Jun 2017

    There are different kinds of debt instruments. Some are riskier than others. Here's what you need to know
  • Equity rally drives mutual funds' growth in B15 towns
    Equity rally drives mutual funds' growth in B15 towns

    01 Jun 2017

    Investors from outside the big cities in India are increasingly investing more in mutual funds
  • Avoid concentration to avoid credit risks
    Avoid concentration to avoid credit risks

    01 Jun 2017

    Here are a few important things debt fundinvestors need to know about portfolio concentration
  • Bread-and-butter funds
    Bread-and-butter funds

    15 May 2017

    Read our analysis of the multi-cap fund universe. Also, find out which 6 funds do we recommend
  • The emergence of a new breed
    The emergence of a new breed

    15 May 2017

    Equity-income funds are like balanced funds but they are also low on risk as well as taxes. This makes them worth exploring
  • Outflows pick up pace in gilt funds as rate cycle screeches to an end
    Outflows pick up pace in gilt funds as rate cycle screeches to an end

    15 May 2017

    The category has seen an outflow of more than Rs 2100 crore between Dec-16 and Feb-17
  • Is small still beautiful
    Is small still beautiful

    15 May 2017

    With DSP BlackRock Micro Cap Fund stopping fresh inflows, investors have started to question the reliability of small-cap funds. Here is what experts say
  • Mutual funds reap big gains from Avenue Supermarts
    Mutual funds reap big gains from Avenue Supermarts

    15 May 2017

    As of March 2017, as many as 65 mutual fund schemes have the stock in their portfolio. Read on

Sector & Economy Reports

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

Date

of 131 Reports

  • Sector Update:Monsoon
    Sector Update:Monsoon

    07 Jun 2017

    Monsoon has begun 2 days ahead of schedule starting from Kerala coast on 30th May. While forecast of normal monsoon is encouraging, we layout critical parameters that need to be monitored through Kharif season (Jun-Sep).
  • Economy Update: India in numbers
    Economy Update: India in numbers

    01 Jun 2017

    Reforms gathered momentum in May. GST rates were announced and the RBI was vested with powers to resolve bank NPAs.
  • Economy Update: India Consumer Monthly
    Economy Update: India Consumer Monthly

    01 Jun 2017

    Food raw material basket continued to ease in May. Key edible oil prices (Safflower oil, Sunflower oil and Rice bran oil) softened 4-6% MoM, while Palm oil and Copra hardened 6-10% MoM.
  • Economy Update: GST
    Economy Update: GST

    29 May 2017

    Introductory tax rates announced by the GST council suggest an attempt to minimize the impact on government revenues as well as inflation, while also sweetening the deal for adopters. We were pleasantly surprised by tax rate cuts in some segments where we were expecting none.
  • Flash Note: Power
    Flash Note: Power

    29 May 2017

    The Union government in 2016 formulated a policy for allocating coal linkages only through a transparent auction process. In June 2016, it announced the policy for auctioning of linkages for the non-regulated sectors.
  • Quick Note: ECONOMY
    Quick Note: ECONOMY

    23 May 2017

    We are revising our USD/INR forecast after most risk events that we highlighted went in INR’s favor. A structural call for steady INR appreciation is not yet there, though the ingredients are in the making. We think the Savings-Investment gap is compressed due to the weak investment cycle
  • Eco - CPI - Economy Update
    Eco - CPI - Economy Update

    18 May 2017

    CPI fell more than expected to 3.0% y-o-y in April vs.consensus expectations of 3.2%. The decline was broad based with the exception of the ‘fuel & energy’ index.
  • Sector Update:Banking
    Sector Update:Banking

    15 May 2017

    Government empowers RBI to tackle stressed assets
  • Economy Update: India in numbers
    Economy Update: India in numbers

    03 May 2017

    Equity markets are buoyant from the liquidity deluge (inflows from FII and MFs) and March data points to a solid rise in domestic production. Something’s up for sure. This is a huge change in activity and sentiment from the middle of demonetization when pessimism abounded. We even expected the rea..
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  • 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).