VR Logo

The Falling Rupee

While everyone is holding their head over the rupee’s decline, the smart investor should be seeking out companies that will benefit from a cheaper currency...

There’s no shortage of doomsayers who point to the falling rupee as the worst thing that could happen to India. And yet, in economic theory, a falling rupee is a desirable correction if a country’s current account deficit is too high. It benefits exporters and discourages imports. That’s true for India too. While everyone is holding their head over the rupee’s decline, the smart investor should be seeking out companies that will benefit from a cheaper currency. Read all about such stocks in the cover story of Wealth Insight’s August issue, ‘The Falling Rupee and Companies That Will Make The Most of It’.

The Market Compass features Big Moves -- stocks that have risen and fallen the most over the past month, a snapshot of the major indices with the top gainers and losers. Also read two articles on dividend reinvestments and promoters’ pledging of their stake and how it is impacting stocks.

In an exclusive interview, Religare Invesco Mutual Fund’s fund manager Vinay Paharia shares his investment philosophy and his stock-picking rationale with readers. Paharia strongly feels that it’s a good time to invest now.

In Analyst's Diary, we have covered how the rise in gas prices will affect profits of those companies that use natural gas as raw material. We also analyse companies that have come under pressure of late, but are likely make an easy comeback given their strong fundamentals.

Stock Insight features three interesting companies and their strengths, weaknesses and opportunities: Cairn India, Nesco and Indraprastha Gas.

In Stock Ideas, we have a range of interesting investment themes to explore, including discount to book value, reasonably-priced growth stocks and an update on our companies with moats.

There are also the set of exclusive columns- Mainstreet by Saurabh Mukherjea, Straight Talk by Anand Tandon, Offbeat by Sanjiv Pandiya and Generally Speaking by Vivek Kaul.

SUBSCRIBE the August 2013 issue of Wealth Insight now.