Pick of Portfolio for January 12

Under the Microscope

Microfinance NBFCs have seen their stock prices correct deeply in the past few months on bad loan fears. Is it time to bargain-hunt? Nishanth Gopalakrishnan takes a dispassionate look at the space in this Big Story.

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Rising Sun?

Will Sun Pharma’s pivot into specialty products pay off? Sai Prabhakar analyses.

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Can you ace them?

Thematic funds can really give a steroid shot to your portfolio returns. But to make money from them, you need some special skills. I write about what they are here.

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Ladies special

K Venkatasubramanian reviews ICICI Pru Life’s Wish – a new women-specific health insurance plan with some special features.

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Compounding pays

Reminding us of the importance of staying the course in choppy markets, Dhuraivel G takes stock of SIP returns from 25-year old funds.

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