Cover StoryVol. 41 Issue No. 20
Semicon 2.0: The Chip Opportunity Map
Semiconductors are not one industry. They are a chain of highly specialised businesses with radically different capital intensity, competitive moats, technology risks and bargaining power. A wafer fab, a packaging company, a supplier of ultra-pure gases, an electronics manufacturer and a chip-design house may all sit under the same policy umbrella, but they do not create value in the same way. Nor does strategic importance guarantee attractive returns on capital.
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More In This Issue
Editorial
The post-dot-com years and the 2010 to 2013 period taught investors the same lesson....
Analysis
Over the past month, as of August 14, 2026, the Nifty India Defence Index gained around 5 per cent...
Technicals
The index is now trading just 0.13 per cent above its 50 DMA. It has also failed to sustain above th...
Special Report
For investors, therefore, the question is no longer simply whether India's consumption is growing. T...
A geopolitical crisis can therefore create winners and losers within the same sector. That distincti...
Informed Intelligence
The recommendations provided in this column are taken from various market sources such as brokers, a...
Letter to Editor
It made me wonder: should investors also consider who the CFO of a company is before investing...
Market Moves
Brent and WTI gained more than 5 per cent during the previous week, with Brent trading near USD 90 p...
Tax Queries
Although the I T Act 2025 has come into force with effect from April 1, 2026, the provisions of this...
Low Priced Scrip
This section gives a recommendation of a stock having stock price below Rs 150 with sound fundamenta...
Mutual Fund In This Issue
MF - Cover Story
The strategy that simply buys India's strongest stocks has beaten the market for two decades and cra...
MF - Expert Guest Column
There are a number of factors that may impact the final outcome of your investment process over diff...
MF - DSIJ Recommendation
Every fortnight, we recommend one open-ended equity diversified fund that has the best potential of ...
MF - Goal Planning
Debt markets have generally been steady, with occasional G-sec yield rotations...
MF - Letter to Editor
I have realised that mid-cap funds may be well suited to my investment needs....
MF - Editorial
AMFI data for July 2026 showed a net outflow of ₹1,321.69 crore from large-cap funds, compared with ...
MF - Special Report
Are you caught between the daily grind, family responsibilities, EMIs and lifestyle expenses, while ...
Mutual Fund Awards...
DSIJ Magazine Archives
Mindshare
The new ETF will track the Nifty Pharma Index, offering investors diversified exposure to India's ph...
Colgate-Palmolive India shares gain over 5 per cent as buying interest returns to the FMCG stock, wi...
IT stocks rebound sharply as strong TCS Q2 results lift sentiment, while investors assess the impact...
Brahmaputra Infrastructure has received a Letter of Acceptance for an Rs 89.73 crore River Ravi brid...
KEC International has secured Rs 1,030 crore in new orders across transmission, wind EPC and cables,...
Knowledge
From equity and debt funds to hybrid, index, ETF, sectoral and thematic funds, here is a simple guid...
Why a low price-to-earnings ratio does not always indicate an undervalued stock, and how investors c...
US Treasury yields have moved higher, influencing global capital flows, currency movements and equit...