Markets
Podcast : Setting Equity Return Expectations, Demergers & Share Buybacks
Episode 05 of the Prime Podcast
PrimeInvestor Research Team
July 30, 2023
1 Comment
PrimeInvestor - Articles and Reports
Markets
Podcast : Markets at all time highs, IPO season & Smallcaps
Episode 04 of the Prime Podcast
PrimeInvestor Research Team
July 16, 2023
4 Comments
Markets
Podcast : Balanced Advantage Funds, RBI Monetary Policy & Smallcap Funds
Prime Podcast : S01 Ep02.
In this episode, we cover key news events and discuss balanced Advantage Funds and other hybrid funds.
PrimeInvestor Research Team
June 18, 2023
8 Comments
Markets
Podcast : MF Consultation paper, Adani investigation & Market levels
In this first episode of the PrimeInvestor podcast, our host Gaurav Menon and co-founder Vidya Bala discuss the MF Consultation paper along with various other topics related to personal finance and the Indian markets.
PrimeInvestor Research Team
June 4, 2023
7 Comments
Stocks
6 investment styles – which one suits you?
Apart from the fund manager’s skill, a hidden factor that explains such return differences is the investment styles in which each fund is managed. Right now, many of the funds that have managed to top the charts with a 16% return are value-style funds, while the laggards are growth-oriented ones.
Aarati Krishnan
May 25, 2023
13 Comments
Premium
Technical outlook: Fresh targets for the Nifty 50
A lot has happened since our previous market update, when we discussed if the worst was over for the Nifty 50. In that update, we had mentioned that the level of 17,850 on the upside and 16,900 on the lower end are the key markers to focus on. It was also highlighted that a breakout past 17,850 could pave the way for a rally to the 18,350-18,400 zone.
The Nifty 50 index has managed the latter, breaking above 17,850 and reaching the target zone of 18,350-18,400. The question now is what is in store for the Nifty 50 index. We will look at the short-term perspective here, to address this question.
B Krishnakumar
May 14, 2023
2 Comments
Research Reports
What has changed with REIT/InvIT taxation
For Indian investors looking for regular income with the possibility of capital appreciation, Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InvITs) are good vehicles. These entities own a bunch of real estate or infrastructure assets that throw up regular cash flows and distribute over 90% of their cash flows to their investors. As both their income and the value of the real estate or infrastructure portfolio they own can rise over time, REITs and InvITs offer the prospect of rising income with capital gains.
Aarati Krishnan
April 27, 2023
21 Comments
Mutual funds & ETFs
4 easy steps to picking good mutual fund schemes
The top-used product at PrimeInvestor, our MF Review Tool, is good for anyone who wants to know our call on your fund (buy/hold/sell) and the reason for the same. It also helps you pick the funds we have a buy on, if you want to go beyond Prime Funds.
But for those of you who want to see the evidence backed by data or wish to do your own filtering, then Prime MF Screener is the only tool available today in town for you to do this evidence-based investing. If you are a subscriber – well, what’s stopping you from empowering yourself using our MF Screener to pick good mutual fund schemes?
Vidya Bala
March 5, 2023
5 Comments
General
Build your own portfolio with PrimeInvestor’s super tool
PrimeInvestor’s super new tool, Build your own portfolio is a simple and powerful solution for your need to customise your portfolio the way you wish to, but without choosing the wrong funds nor going wrong on allocation! It guides you into designing a portfolio for yourself using Prime Funds, based on your inputs. Here’s more.
Bhavana Acharya
February 21, 2023
No Comments
Taxes
How is your insurance policy taxed?
Some of us may be hoarse from shouting about why tax benefits should not be the reason we buy insurance. Shouting notwithstanding, tax treatment remains a key consideration when buying insurance of almost any sort and this is what we look at in this article.
There are two points in time when the tax aspect will have to be kept in mind:
First at the time of premium payment
Second, at the time of a payout in the form of a claim being met or maturity benefits being paid out.
Pavithra Jaivant
February 16, 2023
2 Comments
Taxes
Is the Budget 2023 disincentivizing savings?
The trending narrative post the Budget 2023 proposal is that the Budget is disincentivizing savings. The argument goes like this: if the Budget is nudging individuals to move to the New Tax Regime, it likely means that it may eventually phase out many of the deductions available under the Old Tax Regime. Tax incentive is a major consideration for Indians to save.
Vidya Bala
February 5, 2023
9 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