Special Report

Blue chips on sale

Equity markets have fallen and this could be a great time to acquire some blue-chips at bargain prices. Our analysts pick eight such stocks for you

Hot sectors to bet onOne welcome side effect of the equity markets being in the doldrums is that erstwhile blue chip stocks are available at reasonable prices. In the cover story of the May 2016 issue of Wealth Insight, 'Blue chips on Sale', we spot opportunities in such stocks, and our have an answer for you, along with a selection of eight such stocks.

In this issue's Market Compass, read about the rising fortunes of capital goods, and the continuing pain for real estate. We also analyse PSU holdings and who stands to gain if there's a turnaround. Also read our analysis of how various indices have done before and after and the 2008 financial crisis, and how 'minority interest' can complicate a subsidiary's contribution to the parent's profits.

In Analyst's Diary, we look at how the aviation industry has recovered because of low fuel prices and good passenger growth. Also read about how the rally in iron-ore prices is not sustainable. One important but often ignored gauge to measure the efficiency of earnings is the return on assets (RoA) ratio. We pick out some companies that score well on this count.

We an interview with Finance Minister Arun Jaitley, read about the government's actions and plans for a wide range of economic issues that need to be tackled. We also have an interview with Tanmaya Desai, Fund Manager of SBI Pharma Fund. He explains why Pharma stocks have become lacklustre after years of shining brightly.

Our regular columnists bring you insights into trends and events that help you become a more discerning investor: Saurabh Mukherjea thinks that India's much-talked about demographic dividend comes with a host of problems. Vivek Kaul shows how fund managers have to worry more about macroeconomic issues than they used to, while Anand Tandon predicts that technological convergence will disrupt many business models. Devangshu Datta discusses how the Consumer Price Index is a much better tool for fighting inflation than the Wholesale Price Index.

And of course, we also have other regular features like Stock Ideas in the issue.

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