WHAT IS ABATING THE FEAR OF UNKNOWN

Published on – 06-June-2020 The equity markets around the world have rallied in last couple of weeks including India; defying all the damage to the underlying economic activity across geographies in the wake of COVID 19 pandemic led lockdown. We here, in this paper, are trying to infer the reason of this rally as Dow […]

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What All That is GILT is GOLD

Published on – 22-April-2020 In our previous notes, we have mentioned that we are positive on the long duration debt funds primarily holding long dated government securities and PSU Bonds only. Our belief is further strengthened by following developments – A fear of extended recession after COVID 19 pandemic and central banks around the world […]

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Corporate Bond Funds – How Attractive the Opportunity Is?

Published on – 29-March-2020 The Covid-19 pandemic has made a wide spread disruption in all segments of financial markets. In past few weeks there has been a huge amount of FII selling seen in debt markets along with equities. RBI could intervene in Forex and GSec segments of the markets but not in Corporate Debt […]

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Macro Outlook – Market Turmoil 2020.

Published on 19th March, 2020. Are you surprised by the immediate Sharpe correction taking place in equities around the World, well surprise was already there since last couple of years.. Equities in US had a dream bull run, defying all logics and fundamentals for a prolonged period of time. COVID-19 is certainly a huge trigger. […]

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Behavioral Biases in Investing (Part 1/4)

Published on Feb 24, 2020. Investors often find Markets & Stock prices are irrational i.e. Sometimes they are cheap and they remain cheap for a prolonged period of time, so sometimes they are expensive and keep getting expensive while all fundamentals say they should correct, but they don’t. There is no answer of this question […]

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Budget 2020 – A Silent Boost to Consumption

Published on Feb 12, 2020. The budget 2020 can be called a budget with the mammoth expectations for the Economy, Markets & Investors.  The second lengthiest budget speech by Finance Minister though has left many disappointed. We are here interested to make out how this Budget is going to impact markets for next one year […]

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BHARAT BOND ETF

Published on Dec 17, 2019. Opening up an important investment avenue for Individual Investors, the Union Cabinet has recently approved the launch of First Bond ETF, called the Bharat Bond ETF. The ETF will only invest in AAA rated Bonds of Public Sector Undertakings. The issue is being run by Edelweiss Mutual Fund and is […]

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Positives are Weighing Higher

Published on Oct 29, 2019. On September 20th 2019, Finance Minister Nirmala Sitharaman surprised the street with the steepest cut in Corporate Tax Rates ever. This was a booster for the falling stock market as the profit estimates revised immediately. Stock markets immediately reacted and gained more than 8% in two days only. The Nifty […]

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Investor’s Guide to Capital Gain Tax & Surcharge

Published on Oct 29, 2019.  There have been some important regulatory changes around Capital Gain tax arising out of the sales of equity mutual fund units since last two years. Notably surcharge has also been revised two times, first increased and then reversed partially, these have made the understanding and calculating the total tax liability […]

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