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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.

headset AUDIO SUMMARY . 01:29
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.

headset AUDIO SUMMARY . 01:04
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.

Markets

Mr White & White takes a fancy to things grey: RK Damani’s deep-value bet on India Cements

Radhakishan Damani and his associates have increased their stake in India Cements to 20%. This has led to a momentum in the stock, despite the company giving negligible returns in the last 10 years. While analysts are not too hopeful on the cement sector, Damani is clearly betting on construction activity to pick up after the slowdown.

headset AUDIO SUMMARY . 01:23
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