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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Inside the Return – Series 2

Published on Oct 10, 2019. We have talked of different return measures that an investor come across in the course of investing in the Series-I of Inside the Return. Out of all, two return measures are widely used to evaluate the performance of the investment service providers – Money Weighted Return (MWR) and Time Weighted […]

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Picking up nickels in front of a steam roller…

Published on Sept 24, 2019. This is what many retail investors got into doing since last couple of years. The investing metaphor became a reality on Friday. Selling far strike options gradually got a lot of favoritism among retail investors in last few years mainly due to the rise of discount brokerages which made such […]

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Inside The Return

Published on Aug 04, 2019. In this series of inside the return, we first get familiar to the general terms related to return that as an investor you come across in investment literature frequently – Absolute Return – The simplest form. It just tells you the total return an investment has generated. Say Rupees 100 […]

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Market Event – Corporate Tax Rate Cut

Published on Sept 21, 2019. Key Highlights – 1. FM cuts corporate tax rate from 30% to 22%. The effective tax rate for a large cap company reduced from 34.95% to 25.17%. Almost 10% reduction in absolute terms translating into 28% lesser tax outgo.2. Govt projects INR 1.45 trillion revenue loss for FY 20.  Impact […]

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