linkedin
BROUGHT TO YOU BY
Exclusive Access, Inclusive Growth

WELCOME TO ET PRIME

BROUGTH TO YOU BY
Exclusive Access, Inclusive Growth

Money + markets

1
Investing

Microsoft, Amazon stocks as value picks: why Rajeev Thakkar of PPFAS Mutual Fund still bets on them

PPFAS Mutual Fund focuses on value investing, offering Indian investors a geographically diversified portfolio. But its fund manager Rajeev Thakkar is in the spotlight for adding Microsoft to his portfolio as a value pick, a stock many find relatively expensive. Has PPFAS moved its focus from value to growth? No, says Thakkar, asserting that value is a misunderstood term globally.

Investing

Just Dial must rethink its ambition of becoming a super app. It needs a viable business model.

The Just Dial stock has crashed in the past six years. The search engine has found building a super app tough, and Google and many startups have made strong inroads into its different business segments. Still, many analysts remain upbeat on the stock. Just Dial is debt-free, profit-making, and maintains healthy cash. Its foray into smaller towns is a success.

Investing

The new intelligent investor: momentum pips value-investing in the age of shorter market cycles

The markets have evolved over time and their dynamics have changed. In the age of information explosion, high-frequency trading, and lightning-fast liquidity, market swings are wilder and quicker — thereby marring the efficacy of traditional value-investing. In contrast, momentum stocks have been on a roll and fund managers today are willing to pay a premium for value.

Investing

Bajaj Finance has fallen 40% in three months. But investors still find the stock too expensive.

Owing to its unsecured consumer-finance model and short-term maturity books, Bajaj Finance has taken a heavy beating during the current crisis with the stock falling 40% since February. While it may seem like an ideal ‘buy’, investors prefer to wait as the stock is volatile and valuations are high even at the current levels.

headset AUDIO SUMMARY . 01:31
[[^message]]

Result

[[/message]] [[#message]]

[[message]]

[[/message]]