The value factor tends to outperform when the market is recovering from a bear market phase. The success of a movie at the box office can be attributed to a…
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Your Money: Don’t Fall For The Marketing Spiel
Each product has an USP, be sure it aligns with your investment needs. People usually do not buy good investment products, but buy stories and packaging. If the provider says…
What Investors Need To Do To Enhance Their Basic Fixed Income Returns
It is advisable to have a proper allocation to equity, fixed income and other asset categories. The most basic, and safe, returns on investments are those derived from liquid funds,…
Your Money | Rate Hikes Over With Inflation Easing
Lower interest rates help investment assets such as equity and bonds. In 2022, after the war between Russia and Ukraine broke out, there were supply chain disruptions. The combination led…
Why Is India Saving Less?
The Reserve Bank of India (RBI) Bulletin released on September 18, 2023, published data on the “Flow of Financial Assets and Liabilities of Households”. This data is about financial assets…
Active Vs Passive. What You Need To Know About Passive Funds
For quite some time, there is a debate going on between active mutual fund schemes and passive ones. There is a shift happening in favour of passive funds. The argument…
High US Bond Yields: Will It Impact Your Portfolio?
The apparent reason for US yields moving up is that the US Federal Reserve has raised the interest rate significantly, by 5.25 percentage points. Remarkable things are happening in the…
Arbitrage Funds’ Spreads Are Attractive, And Investors Must Take Advantage
Arbitrage funds in the mutual fund space are benefiting from the widening spread between the cash and stock futures segment, providing tax advantages for investors. The prevalent discussions and debates…
Your Money: All The Good News Is There In The Price
While the view on debt funds is positive, you have to wait for a rally. For some time, there is a positivity going around in the context of bond /…
How Indexation Works In MFs
The Finance Act, 2023, has taken away the indexation benefit from debt mutual funds. It states that the gains from the growth option of funds with equity allocation of less…
Bank Deposits, Small Savings: Which Is Better?
While returns may be very important, it cannot be the sole criterion while choosing an investment vehicle to park one’s hard-earned money; one has to look beyond the obvious. Deposits…
What To Expect From RBI’s Policy Meet This Week
There is also a faint expectation that RBI may hike the rate one last time, taking the repo rate from 6.5% to 6.75%. The last interest rate hike by the…