Does the headline look surprising? It may, given the fact that liquid funds are supposedly the most stable among all mutual fund categories. However, given the negative returns in a…
Posts TaggedEquity Markets
Disinvestment: CPSE ETF – Invest With Caution As Returns Are Low
By Joydeep Sen The Central Public Sector Enterprises (CPSE) Exchange Traded Fund (ETF) was launched as a route for divestment of part of the government’s stake in certain CPSEs. The…
Equity Investments: Why 10 PCT LTCG Tax Isn’t That Big A Blow
Since the Union Budget was presented on February 1, 2018, there have been lots of reactions initially, and then discussions on how to optimise the impact of long-term capital gains…
How Do Stock And Bond Markets Talk About Each Other
In this articlepublished earlier, we discussed that both the markets, equity and debt, look stretched on valuations. At that point of time, the yield on the 10-year government security was approx 6.5%…
Investments: Take A Ladder Approach For Your Portfolio
Investment in securities maturing as per your requirement of funds, leads to perfect laddering. Rather than speculate with your entire savings for slightly higher returns, preservation followed by growth should…
How To Sell Debt Funds When Equity Is Booming
Given the rally in the equity markets, everyone is gung ho on equity. In fact, in the past three years, equity funds have delivered superior returns over other asset classes…
Balanced Funds Vis-à-Vis Focused Allocation: Which Is The Better Option?
If your rationale for choosing a balanced fund is the marginal tax efficiency over a focused allocation, where the debt component gets taxed as debt fund, it is not a…
Relative Valuation Of Equity And Debt: What The Market Is Telling You
Markets have run up in anticipation. In the bond market, there is expectation of rate cut by the RBI in view of soft inflation. At the current juncture, both the…
How India And US Bond Markets Are Moving And Lessons For Investors
To make sense of the ‘conundrum’, there is one common factor driving markets: liquidity. As a thumb rule, when the economy is expected to grow at a brisk pace, equity…
Portfolio Review And Health Check-Ups: Similar Check-Points
Portfolio Review and Health Check-Ups: Similar Check-points We, financial planners, are like financial doctors for our clients. We will discuss here, the parameters on which financial portfolio review and medical…
Time To Review Your Allocation To Equities
Reviews should happen at regular intervals, but modifications in the portfolio should be done only when the event is significant. The environment around us is always abuzz with events. These…
Which Hybrid Mutual Funds Should You Choose?
To compare between balanced funds and equity savings funds, as long as you have an adequate investment horizon and risk appetite, balanced funds may be the better choice. The India…