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How Morningstar arrives at the analyst ratings

Director of fund research Kaustubh Belapurkar gives a low-down on the qualitative ratings of Morningstar and how investors can use them when making investment decisions.
Jan 24, 2017

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Investing in Turbulent Times
We know that the overall direction of the stock market is a continual rise in value over years. However, the rise is not linear and is constantly punctuated by falls. There are periods when pronounced risks loom and periods when valuations are stretched. Where are we right now? What lies ahead? What must investors focus on? Nilesh Shah, Kotak AMC and Sankaran Naren, ICICI Prudential AMC, share their views.
How to Build a Mutual Fund Portfolio
When faced with thousands of mutual funds, how does one make a smart pick? A winning fund is not just one that delivers an impressive risk-adjusted return, with a low expense ratio. What’s as important is ensuring that they strategically enhance your own portfolio and match your investing objectives. We look at key factors that are essential to build a mutual fund portfolio. Himanshu Srivastava, Associate Director of Manager Research, Morningstar, shares how investors can pick funds.
The Art of Mining Meaningful Goals
Research has shown that investors who focus on their goals, can both increase their total return and remain motivated over the long haul. But how does one assess their own needs? Sagneet Kaur, Associate Director of Behavioural Research at Morningstar, shares research-led tips to mine meaningful and durable goals.
The Global Landscape
Mixed trends emerge from global markets. Headline inflation has started to abate but high core inflation has been persistent. Are the big economies perilously close to falling into recession? What does the reopening of China indicate? Dan Kemp, Morningstar, explores whether 2023 is going to be a stormy ride or the fears are unfounded.
Tax Time
It is that time of the year when investors are in a mad rush to fulfil their obligations so as to avail of the maximum tax break permitted under law. Rahul Sewda, Cleartax, discusses various aspects of taxations applicable to individual investors.
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