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…
Posts TaggedCapital Markets
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 /…
Nifty At 20K: Invest For The Long Term To Win Big
On 10-year holding, percentage of positive outcomes is 100%. The index voyaged from 1,000 to 20,000 in little under 28 years. To reach 10,000 it took little less than 22…
Are Individual Equity Investors Moving Towards Mfs?
The share of individual investors in stock market trades fell to 34.9 percent in FY24, till July 2023 from a 45 percent share in FY21. A look at the increase…
Your Money: Performing Credits Carry Higher Risks
But their yield levels are higher than that of debt MF portfolios In the context of investing in bonds / debentures, the risk level of getting or not getting your…
Debt Funds Still Work, Even Without Indexation Benefits
Inflows in debt funds continue despite the removal of indexation benefits, which was more of a psychological shock than hard fact. When the Finance Act 2023 took away the indexation…
Return And Risk: A Ballpark But Effective Indicator
In investments, risk and returns go hand in hand. Higher the risk, higher is the return. Or, at least, the expected return. There is a fine difference. The risk you…
Things To Know Before Investing Directly In Bonds
You need to consider factors such as credit rating, residual maturity and taxation. There are many categories of bonds that people can invest in. The first and safest of these…
Hybrid Fund Options In Lieu Of Debt
Hybrid funds are being favoured with changes in tax laws. Two of these are arbitrage funds and equity savings funds. These funds are less volatile than equity funds. At at…
Your Money: Select Fixed Income Instruments On Merit
FDs, debt MFs & bond coupon are all taxable at marginal slab rate now. Let us start with certain basic facts. While tax on your investments is important as the…
Finance Act And The Way Forward For Debt Funds
SYNOPSISThe recent tax changes have created three categories in mutual fund taxation. In a growing economy like India, with an expanding base of investors, any investment vehicle that is built…
Here Is How To Distribute Debt Funds Post Change In Taxation
Debt funds are no longer subject to indexation benefits. Now the big question is how to sell debt funds to clients? From April 1, 2023, there will be no LTCG…