Midcap stocks on a free fall

Though frontline index such as NIFTY & SENSEX have been range bound, broader markets have taken a beating with many smaller companies falling by over 30% from their peak. Some of it is correction of excesses in the midcap space; it is also providing some good opportunities to enter some quality stocks at reasonable valuations. …

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Should investors invest in bonds now?

Bond investors have been hit hard over the past one-and-a-half year. For those in fixed deposits, the interest rates have been low and bonds/debt fund investors have been hit by tepid returns on account of rising bond yields. Currently the preferred strategy remains corporate credit, with exposure to both accrual and credit opportunity strategies. The 10-year …

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NRB Bearings Ltd – Rolling out growth

NRB Bearings (NRB) was the first company to manufacture needle roller bearings in India. For over 40 years, NRB has been the pioneer and leader in the bearing technology space. It is a recognized leader and the largest manufacturer of needle roller bearings in India, with ~70% segmental market share. With 65% revenue coming in …

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Beneficiaries of a normal monsoon…

The Indian economy is heavily dependent on monsoon rain. A normal and well-distributed monsoon usually results in an uptick in farmers’ income, which leads to an increase in the demand for consumer and automotive products in the rural market. There is a very strong correlation between the monsoon and the performance of the Indian economy …

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Greaves Cotton Ltd – Re-aligning growth strategies

Greaves Cotton Ltd (GCL) is a diversified engineering company engaged in the manufacturing of diesel and petrol engines, gen-sets, agro equipment, aero engines, lightweight engine and construction equipment. The Company owns eleven manufacturing units located in the states of Maharashtra and Tamil Nadu. It has 10,000 touch points and 1,500 dealers across India & 25 …

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Crude oil prices make markets slippery

Markets have largely been range bound over the last few months. Globally there have been tensions between USA-China followed by USA-Iran, Facebook data leak etc. which brought some nervousness to global markets. In India with BJP being largest party in elections in Karnataka markets could be trending positively but look for further cues in upcoming …

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New fund categories proposed by SEBI

The big announcement last year in the mutual fund industry was categorization and rationalization of mutual fund schemes by SEBI. The market regulator sought to bring uniformity in the characteristics of similar schemes to ensure that an investor is able to evaluate various options before making any investment. As per the circular, SEBI has demarcated a …

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Alphageo (India) Limited- Searching for oil

Alphageo (India) Limited (Alphageo) is the largest private onshore integrated seismic service provider in India. Incorporated in 1987, the Company’s globally benchmarked competence comprises acquisition, processing and interpretation of seismic data for oil exploration. Alphageo offers topographic surveys with GPS and Real Time Kinematic (RTK) positioning; tape transcription; digitization of hard copies of maps, seismic …

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