After RBI’s 25 bps rate cut, investors in long bond funds should stay invested and look to exit either when market runs ahead expecting the next rate cut or when…
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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 To Handle Legacy Holdings Of Client Portfolios?
Emotions and psychological biases are an integral part of investment management. Sometimes it is as important a part, or even more important, than hard facts and analysis. Here we will…
Why Distributors Should Not Rely On MF Ranking Agencies
Go for a fund house with a good track record across market cycles, large size and with skin in the game. In the fine print of the consultation paper on…
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…
Visit A Fashion Show To Invest In Financial Products
Expecting a ‘garment’ kind of sales effort from your adviser makes it easier for her to missell as you could end up buying something unsuitable for you Sounds anomalous? That’s…
How To Track Bond Funds: G-Sec Yield Is The Correct Benchmark, For Long Term Ones, For Money Market, Track Yields Of Treasury Bills
Certain things seem easy to track, particularly in today’s age of information explosion through various websites and apps. However, in spite of availability of data, you need a proper perspective…
Your Mutual Fund Investment Tax Efficient? Here Are 3 Steps To Ensure Utmost Efficiency For Your Portfolio
Ensuring that your mutual fund portfolio has the utmost tax efficiency is essential. Fund taxation depends on the nature of the fund and holding period. But decide your investments on…
Looking To Invest In Bank Perpetual Bonds? Beware Of Risks
The ICRA rating rationale states that rating for the Basel III compliant Tier I bonds is four notches lower than the Basel III complaint Tier II bonds of the bank…
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…
For Fixed Income, Return Expectation Is Not The Only Parameter
SYNOPSISWith lower inflation, returns from short-term bond funds would be enough to beat inflation and generate real positive returns. When it comes to shifting from one investment category to another,…
Why RBI Will Not Cut Rates In The Upcoming Policy Review Meet
A curtain raiser on RBI monetary policy review. In the run-up to any RBI Monetary Policy Review, the focus of the market is on policy rate i.e. either a change…