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Cover StoryVol. 41 Issue No. 13

Q4 Report Card Strong but Selective

For investors, the message is clear: the next phase of returns may depend less on market direction and more on evidence. Revenue growth must translate into profits. Margins must be defensible. Capital allocation must become visible in cash flows, dividends, debt reduction or reinvestment discipline. 

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More In This Issue

Editorial
Discipline Over Drama: Navigating Volatile Markets with Prudence

In our experience of more than four decades in the investment domain, we have seen investors rarely ...

Analysis
Oracle Financial Services Software (OFSS)

When the market sold the IT basket, it quietly threw out a global banking software franchise at a mu...

Technicals
NIFTY Index Chart Analysis

The market mood has changed sharply over the last couple of trading sessions....

Special Report
The Power Shift: Why India’s Utility Giants Are Back in Focus

The broader equity markets have recently felt like a gauntlet of volatility, yet one sector has rema...

Promoters vs. Institutions Who Leads Ahead?

For decades, Indian investors debated whether to follow the promoter or follow the institution....

El Nino Effect: From Pacific Winds to Dalal Street

For decades, Indian investors tracked government budgets, corporate earnings, crude oil prices and i...

Informed Intelligence
Kerbside

The recommendations provided in this column are taken from various market sources such as brokers, a...

Letter to Editor
Is This the Right Time to Invest in Small-Caps?

Considering the relative resilience shown by small-cap stocks currently,...

Market Moves
A Sudden Turn in Market Sentiment

Domestic equity markets remained largely rangebound over the past fortnight,...

Tax Queries
Tax Column

Further, if your total income, after considering all these amounts from different people on various ...

Low Priced Scrip
Recommendation from Healthcare Sector

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
Is Mutual Fund Alpha Still Alive?

India's mutual fund industry is moving from faith in fund selection to evidence-led portfolio constr...

MF - DSIJ Recommendation
Fund of Fortnight

Every fortnight, we recommend one open-ended equity diversified fund that has the best potential of ...

MF - Goal Planning
Flexicap Funds: Designed for Uncertain Markets

Charles Darwin's ‘On the Origin of Species' argued that survival is determined not by strength...

MF - Letter to Editor
Why Risk Capacity Matters More in Investing

I found your story on risk tolerance versus risk capacity very insightful....

MF - Editorial
Passive Investing in India, From Marginal to Mainstream

Five years ago, suggesting passive investing to a retail mutual fund investor in India would yield s...