Fixed-income funds lend stability to your portfolio, have better cash flow visibility, and help preserve capital. They can be used in various stages of planning Financial planning for retirement can…
Posts TaggedInvestment Banking
Who Owns The Equity Market?
Domestic institutions now own more than foreign institutions. DIIs, as a group, hold 18.4%, whereas the ownership of FIIs has slipped to 17.9 percent. Once upon a time, our equity…
Unknown Territory. Why Equity Derivatives Are Not For The Uninitiated
Derivatives market is primarily a means of hedging; if you are participating in the derivatives market only, then you are indulging in short-term speculation and not being a long-term investor….
Fund Choice. Understanding Fixed Income Funds For Portfolio
There are multiple categories of fixed income funds; decide on your cash-flow horizon and select funds of appropriate maturity; you can check portfolio maturity of funds in the monthly factsheet….
For Investments Abroad, Opt For Direct Stocks
Investment in global equity is one of the avenues for diversifying your portfolio. While India is the growth story of this century and thus should have a greater allocation in…
Surging Indices. Concept Of All-Time High Price, Its Limited Relevance
An index, over the course of its life, will touch all-time high multiple times; for you to get returns from investment in equity stocks/ funds, the index has to touch…
Enough To Focus For Investors
The Indian ETF market has experienced huge growth over the past decade and signifies a shift in investor preference towards passive funds. Here’s all you need to know about ETFs…
Valuing Firms. Market Capitalisation Of Stocks And What It Means
Market capitalisation is the total value all shareholders have assigned to a firm listed on the stock exchange; it is computed by multiplying the market price of a share with…
Last-Minute Tax Saving Tip: Tax-Breaks Are Important, But Prioritise Your Financial Goals
Buy insurance, not just for income-tax breaks, but because you really need an insurance policy. Consider Public Provident Fund to be a great investment, even without tax breaks. This is…
The ‘March Effect’ And Indexation Benefit In MFs
Till 31 March of last year, debt funds were eligible for indexation benefit for the purpose of long-term capital gains (LTCG) tax. This is a benefit that reduces the impact…
Incremental Equity Investments: Options For Those Sitting On The Fence
There are certain investors who believe in the great India growth story, but are wary of taking incremental exposure. This is not about aversion to equity or timing the market….
The Concept Of Moat In Business And Using It For Investing Advantage
The medieval concept of moat is relevant in today’s world, for identifying businesses that have a significant competitive advantage. In medieval ages, some castles or forts would dig a trench…