Historically, the portfolio of companies that have paid higher dividend yield has performed better than the broader market equity indices. And this becomes evident from the fact that the calendar year return of these indices shows that out of 15 years of study, in 7 years, Nifty Dividend Opportunities 50 has outperformed Nifty 500. The article examines the phenomenon while also listing the five best dividend-yielding stocks

The dynamic Indian market demands adaptability, with multinational companies outsourcing to comply with regulatory policies. Indian firms are also shifting towards asset-light models, focusing on core competencies.

The outperformance of NASDAQ is not broad-based and is primarily led by a few companies that are dominant in new emerging technologies and are leading the wave. Indian IT companies and many other traditional IT companies will see a temporary slowdown till the time they do the catching up either organically or inorganically

Over the past one month we have seen a dramatic shift in the performance of the Indian equity indices.

Base rate investing offers a distinct advantage to investors encouraging them to look beyond the noise and focus on underlying fundamentals and longterm trends.

Extensive research has led to the selection of India's top 150 companies which have created wealth for their promoters, shareholders and the society at large.

The financial year 2023-24 till date has proven to be exceptional for the markets, marked by a robust rally in indices that propelled them to reach all-time high levels.

Real estate developers are reporting record presales. The speed at which these luxury units were absorbed into the market not only signifies

Over the course of the year, the RBI has successfully mitigated inflationary pressures, all the while maintaining robust economic growth.

As we step into the year 2024, it is only right that we take a look at how the equity market performed in 2023 and the factors that helped it to surge.

Presently, the Adani Group stocks collectively hold a market capitalisation close to ₹15 lakh crore, a significant climb from he ₹10 lakh crore mark observed in the final week of November.

As we approach the six-month mark before India's forthcoming general election, attention gravitates toward this pre-election period, often marked by notable fluctuations in the stock market. The article examines the likelihood of an impact in the months leading to the election.

The Q2FY24 performance of Indian Inc. presented a mixed picture, even though it leaned towards positive results.

Diwali Portfolio 2022 Review: Surpassing Benchmarks with Striking Performers

Mandar Wagh highlights the importance of incorporating qualitative factors alongside financial metrics to make informed investment decisions, underscoring their crucial role in shaping IPO outcomes

Why are the artificial intelligence (AI) and electric vehicle (EV) sectors generating immense optimism, evolving into sunrise sectors...

The Indian equity market has seen a remarkable surge in performance, particularly within the broader equity indices.

The stock of the heavy electrical equipment maker, which closed at ₹ 8.78 on February 2, 2020 ended at ₹ 408.65 on August 16, 2023 on the BSE.

One of the fastest growing economies and most stable currencies compared to others has strengthened India's macroeconomic outlook, thereby attracting foreign investors.

After hitting a record high in the last quarter of FY23, compared with their poor showing in the previous two quarters of the financial year, the first quarter of FY24 has started on expected lines.

By employing this expectation investing approach, investors can gain insights into the growth expectations priced into the stock and assess whether they align with their investments. However, before employing expectation investing, investors should exercise caution and consider the assumptions and uncertainties when determining growth expectations. The article explains the process to be followed and highlights the pitfalls 

In this article Bhavya Rathod delves into the technical aspects of constructing a strong equity portfolio in the indian market, equipping investors with valuable insights to optimise their investment strategies.

A value trap is a situation in which an investment appears to be undervalued based on traditional valuation metrics.

Recently, interest in international funds was rejuvenated when US company Nvidia Corp created windfall gains for its investors.

Investing in small-cap stocks, often considered the wild frontier of the financial markets, can be an exhilarating and potentially rewarding endeavour. Bhavya Rathod explains why investors should not ignore small-caps and the opportunities they present for long-term wealth creation

Overall, the results were in line with street expectations with some sectors performing well while others struggled.

It has often been said that while a normal summer may not create much of an impact on the equity markets, the recurrence of heat waves can bring about a disruption, leading to a fall in stock prices. To test the validity of such a theory, we carried out a study taking historical records and other data into consideration. The conclusion is interesting, to say the least

Yogesh Supekar discusses the correlation between inflation and equity returns while highlighting which sectors to focus on during inflationary environment.

The fallout of Silicon Valley Bank and Credit Suisse has created enough doubts in investors' mind about the health of banks across the globe. Indian banks are considered safe but it would be interesting to find out if they are investible at the current prices. Yogesh Supekar, while analysing the current situation in the global banking industry, shares an outlook on the banking stocks for Indian investors

The volatility in the markets on account of several factors has created a wave of confusion among investors as to whether small-cap and mid-cap stocks are a preferable choice. However, as this article shows, Bhavya Rathod elucidates how during such times the large-cap stocks should be focused on since they provide stability to the portfolio

After a rather volatile 2022 for equity markets given the negative circumstances, the year 2023 looks like yet another year where the outlook is not clear and headroom is visible in terms of geopolitical tensions and the rising interest rates owing to stubborn inflation. Yogesh Supekar discusses the market outlook for the current year 2023 while celebrating the success stories (stocks) of 2022 

Despite the worries revolving around the geopolitical conflicts and the threat of the re-emergence of the pandemic, Bhavya Rathod and Armaan Madhani elucidate how the Indian manufacturing sector is poised to take a big leap forward, propelled mainly by the government's initiatives and strategies like 'Make in India' the PLI scheme. This report highlights how this growth story will take shape

The year 2022 was a unique one where both bears and bulls had their chances. With BSE Sensex threatening to close in negative returns for CY22 after several years of delivering positive returns, investors are adopting a cautious stance on markets for CY23. Yogesh Supekar discusses the outlook for the equity markets for 2023 while the DSIJ research team recommends top 10 picks for 2023 that should outperform the markets 

With the BSE Sensex and Nifty hitting all-time highs along with Bank Nifty, broader market investors have suddenly realised that their portfolios may have underperformed. Yogesh Supekar focuses on the reasons behind the underperformance of the broader markets and explains what steps investors should take in the current market situation

Are you the kind the investor who follows the purchase and selling decisions of ace investors, as for example, Rakesh Jhunjhunwala? And have you either made good money or burnt your fingers in doing so? The question is whether it is a wise choice to track the dealings of superstar investors or carry out due diligence on your own and then invest in independently carried out choices? Yogesh Supekar discusses the pros and cons of following the footsteps of any ace investor while also highlighting the performance in 2022 of some of the most renowned investors in India 

Indian companies are making a strong comeback. The quarterly results tend to set the tone for market direction and help investors to take cognizance of the crucial ground realities. Armaan Madhani analyses Q2FY23 results, highlighting the hits and misses and deciphers the trend for this earnings season 

A lot has changed from the previous Diwali to this Diwali for the equity markets. If the mood was optimistic during last year’s festive season, this year the mood is that of cautious optimism. Yogesh Supekar discusses the market behaviour that has been prevalent in the past one year while also focusing on what to expect in the coming year. Alongside, the DSIJ research team shares their top 10 picks for ‘mahurat’ trading.

The world post the effects of the pandemic is a different business place and there is no doubt that India today is in a much better place than it was before the virus outbreak. Several sectors stand to benefit from the China Plus One story. Shreya Chaware explains in detail what exactly this new development is and highlights the sectors that stand to benefit from such changing global business relations 

Investing in high dividend-yielding stocks is considered to be a strategic way to make a reliable and regular source of passive income to build wealth. Armaan Madhani explains how and why, fundamentally strong and consistent dividend-paying companies can be sound value bets for investors in the long run 

Mid-caps have created wealth for investors over the years and are extremely popular amongst retail investors. Investors are attracted towards mid-caps because of high growth opportunities offered by some of the quality names. Yogesh Supekar explores investing opportunities in the mid-cap space while highlighting some of the top performing mid-caps in recent years 

We have seen that every stock market rally has different sectors contributing to market gains. The leadership however keeps revolving. The most important question that interests majority of the investors is: who will lead the next leg of rally that can be expected to take markets to all-time highs? Yogesh Supekar shares insights on the market condition while highlighting the importance of the banking sector stocks in one’s core portfolio 

The trend, at least in the near term, seems to have reversed for the markets. While the headwinds remain, the cooling of the commodity prices, especially the crude oil prices are boosting the chances of a sustainable rally in the equity markets. FIIs have long been considered as one of the most important market participants in India and they have started buying into the equity markets in India after an aggressive consistent selling in 2022. Yogesh Supekar discusses the market trends with reference to the FII turning net buyers 

With several factors lending volatility to the equity markets and creating a downturn, it is time now to study the corporate results to check whether there are signs of a healthy uptrend for the coming quarter as well as get some insights on the sectors that have fared well. Armaan Madhani takes stock of Q1FY23 earnings, highlighting the hits and misses 

Market volatility is not new to investors and even bear markets are not unknown for those who have spent considerable amount of time in the markets. However, there are many investors who are not ready, prepared or well-equipped to deal with both bear market conditions and market volatility. How does one deal with such tough market conditions and continue to make money? Can investment advisors really help investors in such turbulent times? Yogesh Supekar candidly discusses the issue of hiring an investment advisor so as to maximise gains and avoid the market pitfalls

Given that the equity market valuation looks richer, the confidence in asset class that has bought so much joy for investors over the past couple of years is bound to increase after a lengthy correction seen since October 2021.

Stock market analysis with the help of PE multiple is extremely popular. There could be very many reasons for PE being a favoured ratio for stock market analysis but it may not be the most appropriate way to look at PE and take investment decisions. Yogesh Supekar highlights the importance of looking beyond the PE ratio while discussing the risks of giving too much emphasis to it.

Small-caps have created huge amount of wealth since the pandemic hit us in early 2020. The BSE Small-Cap index has gained by a whopping 200 per cent since March 2020 and this is after the recent 17 odd per cent correction from the highs. The market direction hereon may test retail investors’ patience. Yogesh Supekar discusses the performance of small-cap stocks in the recent past while highlighting the prospects of small-cap stocks in the coming quarters 

Volatile markets call for investors to be cautious. Market correction often leads to investors rethinking their original portfolio strategy and asset allocation. Deep market corrections also lead us to focus on the safety net of high dividend-yielding stocks. Yogesh Supekar discusses the importance of having high dividend-yielding stocks in the portfolio while also highlighting the emerging opportunities in the market owing to steep correction

As the earnings season gains momentum, investors will be eyeing quarterly results to gauge the future trajectory of stock markets at the beginning of the new financial year. Armaan Madhani analyses Q4FY22 results, highlighting the hits and misses while the DSIJ Research Team decodes the sector-wise performance of the current earnings season

The current inflation levels that are at a multi-decade high are causing lot of worries for global equity investors. It is inflation levels and the fear of rising inflation that remains a key risk for the equity markets in FY23. For long-term investors it is worth studying the impact of inflation and interest rates on equity prices. Yogesh Supekar explains the trend while also highlighting which sector stands to gain the most from such dynamic market changes.

Many see the distinction between growth and value investing as somewhat arbitrary, but it's useful to lay out what might differ between the two approaches.

With the market indices trading volatile and the broader markets making lower lows, it is time that investors take a cautious approach on the markets.

Providing a broad-spectrum booster shot to the economy, Union Budget 2022-23 is progressive, especially with its emphasis on building the infrastructure of the country. The Finance Minister

The earnings season keeps market participants busy as the information that matters the most is shared by the management of listed companies on a quarterly basis.

Out of the Rs 1.3 lakh crore raised via IPOs throughout the year 2021, roughly 33 per cent of it was cumulatively raised by eight new-age companies such as Paytm, Zomato, Nykaa, PB Fintech, Car Trade, Fino Payments Bank, Nazara Technologies and Easy Trip.

After a stellar performance of the equity markets in 2021, it is time to take stock of the market and decide what strategy needs to be adopted for the coming year. Will it be a year where gold outperforms equity? Will Sensex deliver double-digit returns or will it be a flat year for the markets? Whether small caps will outperform once again in 2022? Yogesh Supekar attempts to answer the most pertinent questions facing investors while Karan Bhojwani shares his insights with a technical perspective on markets even, and the DSIJ Research Team provide their top 10 picks for 2022.

When the markets are at lifetime highs, speculation about the direction they will take also touches all-time highs

The Union Budget is one of the biggest events for the stock market every year. Investors keenly look forward to the announcements made by the finance minister to understand which sectors are being prioritized by the government.

Market participants are focusing on 2021 and there is a huge level of enthusiasm and high expectation on the part of investors as far as the forthcoming year goes after an unbelievable 2020. It was not easy to pick pharmaceutical and IT as probable winners at the start of 2020 and similarly it will not be easy to pick the set of stocks that may dominate in 2021. Geyatee Deshpande puts forth a case for value stocks to do well in 2021 while Yogesh Supekar highlights how to identify value stocks

Very few years in the history of equity markets have been as eventful as 2020. That makes 2021 extremely interesting for both bears and bulls as the markets are precariously poised at record highs. Geyatee Deshpande discusses how the year 2020 has been for equity investors and Vinayak Gangule shares his technical view on the markets while Yogesh Supekar forecasts what one can expect in 2021 even as the DSIJ research team highlights its ‘where to invest in 2021’ portfolio in this cover story