INVESTMENT HAWK SPEAKS SARASIJ MAJUMDER Focus – Gift Nifty is up 0.2%. US market gained up to 1.4% due to falling bond yield. Gland Pharma 5% equity shares block deal at 5% discount. Gold jump 3%. Brent Crude above $96/bbl. Cable wire companies hike cable wire price. Services PMI rises to 15-month high at 54.1 in August. IPO listing – ESDS Software and Priority Jewels. UltraTech Cement enters wires and cables business with Rs1800cr investment. Sebi plans net settlement for mutual fund trades in cash market. Actionable – Lalithaa, Lumino, Inox Wind, Prestige Estates. Supreme court dismisses SEBI’s plea against NSE. Market outlook Today – We expect the domestic equity market to open on a positive note, supported by the rally in global markets, declining global bond yields, and expectations of a delay in the US Federal Reserve’s interest-rate hike. Domestic service-sector growth in August also remained strong, reaching a 15-month high. Asian markets opened up to 2% h...

  INDIAN EQUITY MARKET THE BULL IS ON A RUN, EARN,TILL IT LASTS. SARASIJ MAJUMDER   Whenever the Index of Indian   Share Market crosses a peak, there are some expert comments reach Newspapers, Social Media,   and You Tubes about immediate   large Correction, Fall- and   Bagera, Bagera….|| DOOMSDAY forecasters available   are a dime a dozen. If you ask any of   these people to show their ‘Investment Record’, in a safe and reliable manner—you will find that they have almost nothing to show. If they had the capability to   make money   from the share market—they wouldn’t have been in business of News Reporting, Social Media, and making You Tubes to get a ‘LIKE!’, and to lead a life out of that earning! I tell you—if you are a longtime investor—don’t fear. Continue to Invest, and Remain Invested . THIS NOT THE TIME TO QUIT! I will share below some reasons why our Share Market is now probably ‘One of the Steadiest Equity Inv...

  SYSTEMATIC INVESTMENT PLAN SIP: PROS & CONS SARASIJ MAJUMDER   NDA-3 commenced. Budget for this FY will soon be placed in Parliament. TAX rebate is expected, which will increase Consumption, boost economy, FMCG sector, INFRA sector due to GOI economic action and also enhance GST and IT deposit. Market is expected to be BULLISH. I suggest, you   think of long term investment through SIP. This route is best for those who are otherwise busy, and not so Investment Savvy. I discuss below investment rough   SIP   in some details. A  Systematic Investment Plan (SIP)  is a method of investing in mutual funds. It allows investors to contribute a fixed amount of money at regular intervals (e.g., monthly, quarterly, etc.) into a selected mutual fund. Here are some of the pros and cons that you might want to consider before investing through a SIP: Pros of SIP: 1. Disciplined Saving: SIPs encourage regular saving habits as they require f...

  INVESTING IN PSU EFFECT OF NEW POLICIES AFTER ELECTION SARASIJ MAJUMDER PSUs or public sector undertakings are closely linked to the core sectors of the economy and have been successfully able to build a strong industrial base in the country. These undertakings are wholly, or  majorly owned by the Government of India. The core sectors of the economy play a crucial role in the nation building process, which sets the tone of the economy in the right direction. These core sectors are namely Banking &Finance, Coal, Capital Goods, Infrastructure, Oil, Power, Metal And Mining. The current total market-capital of the PSU companies is more than Rs. 20 lakh crore. PSUs contribute a good amount of money regularly to the government in the form of dividend, excise duty, custom duty and corporate taxes. Union Finance Minister Nirmala Sitharaman has announced major reforms in future for Public Sector Undertakings (PSU), as a result of which many sectors are likely to see large...

  PPF Vs. MF INVESTMENT SERIES—PART 3 SUITABLE FOR YOUNG INVESTORS SARASIJ MAJUMDER On this, please refer my blog on MF posted before, for detailed analysis. I am not repeating here. Public Provident Fund (PPF): PPF is a government-backed, Debt oriented scheme designed to encourage long-term savings among   Indian citizens. It offers a fixed interest rate and tax benefits, making it a preferred choice for conservative investors. Features, and Operation: Any INDIAN CITIZEN can invest in PPF. A PPF account can be opened with either a Post Office or with any nationalised bank. I suggest to open your PPF account in a reputed, and solvent Private Bank. My choice is HDFC, ICICI, or AXIS BANK. KOTAK MAHINDRA is very good—but not investor friendly, as per my personal experience. SBI is the sole default choice if you want a PSU BANK. PPF comes with a lock-in period of 15 years, promoting disciplined, long-term savings. Hence, you need an emergency f...

  EQUITY BASKET:SARASIJ-1 SARASIJ MAJUMDER I have already published a BLOG on Wealth/equity basket. I am sharing the link below for them who has not read it before. EQUITY BASKET is more like an Equity MF, except that, 1.0—There is no Expense to be incurred to fund house, 2.0--- And, you are in full control. Rather, you are the FUND (basket) MANAGER. I have done all necessary screening, Fundamental, & Technical analysis to select these 11 Companies to start with. I will share another basket after Final Budget, to add with this one. All of them are part of NIFTY 50Basket, and hence are top performer, and market leader. They will grow steadily—weather the market ups, and downs well, and not get effected much in a market correction. However—you should be invested for a long time to collect GOOD REWARDS. The basket is pasted BELOW:- Further read:- 1.0-- https://sarasij1majumder.blogspot.com/2024/01/how-to-select-equity-investment-company.html 2.0--https://...

  HOW TO SELECT AN EQUITY INVESTMENT COMPANY? 12 COMMANDMENTS SARASIJ MAJUMDER 01.0—By investment, we mean only value investment—and not TRADING. 02.0—Compounding is a great process for multiplying money/wealth. Compounding can happen, if one remains invested for a long time. Hence—purpose is to find a Company, who will beat PAR, consistently, over a long time. The question is, how to do that? 03.0—First we select one of the three BUSINESS MODELs:--B à B; B à G;   & B à C. I don’t want to discuss the merits and demerits of above three models. Our preferred model is B à C. This is direct, more reliable, and predictable. Manufacturers of Consumer goods are one example of these type of companies. 04.0—Once selected the model, then we select market leaders in the GROUP, who are B à C companies, and consistently GROWING, MAKING PROFITS, and sharing WELATH.   And select the Market Leaders only. Our 1 st step is taken. 05.0—Now, we must study the business histor...

  SEVEN MUTUAL FUNDS Warren Buffett's 'Buy-and-Hold' Mantra SARASIJ MAJUMDER Warren Buffett's favourite holding period is forever.   Many of his equity portfolio were hold for decade(s). However, the same cannot be applied for Indian mutual funds , though. Only a few   mutual funds have crossed the BENCH MARK, on long term basis, if above principle is applied. I identified those mutual funds that have, in many ways, managed to hone the art of 'buy-and-hold'. To find such funds, we applied the following filters: The fund should hold stocks for five consecutive years. Long-term holding constituted at least 50 per cent of the portfolio Long-term holdings account for all the outperformance Name of the scheme Number of long-term stocks Average allocation of long-term holdings (%) Excess returns by the long-term holdings (%) Average excess returns the by fund (%) Kotak Flexicap ...