SDLs are State government borrowings. Each State has a limit up to which it can borrow. The coupon that each bond carries depends on the State’s finances and of course, the prevailing interest rate cycle. SDL issues are managed by the Reserve Bank.
Several sectors can benefit from the above measures, but none to any major degree. So, we will restrict this article to a select few sectors that can benefit; these being sectors that we are also focusing on or watching for opportunities.
Budget 2022 has no sops to offer you! And worse, worse, the Government has proposed to tax your newfound love – cryptocurrencies and other forms of digital assets. Let us look at some of the key highlights on the personal finance tax.
Over the weekend, Motilal Oswal AMC has taken a couple of steps that affect investments in its US-based index funds. In this note, we explain what these steps are and how they affect your investments and our own recommendations.
Prime Portfolios are a set of 19 unique portfolios that meet over 30 different investor needs, aspirations, and timeframes. You will find them under the head Ready-to-use-portfolios (listed in the Recommendations menu, post login). With Prime Portfolios completing close to 2 years, we are now presenting the performance of some of the key portfolios in this article.
When a small-cap fund served up 1-year returns in excess of 100% while another stayed far below at 77%, when a multi-asset allocation fund had
It is with mixed feelings that we write this first annual review of our Prime Stocks performance. When we flagged off stock recommendations as a new addition to our platform on January 14 2021, it was after a lot of internal debate on whether it was the right time to do this.
In our stock recommendations for 2021, our focus was on identifying companies that had the ability to steadily compound earnings over the medium to long term. Valuations were the other key factor against which we balanced earnings.
Prime Funds performance in 2021
Stock markets did not disappoint you in 2021. The various market cap segments delivered textbook-like bull market returns with small caps outperforming midcaps and midcaps outperforming large caps.
We’ll explain the Prime Portfolios where we have made changes in this review cycle and the reasons for the same. We’ll also tell you what to do with existing investments in the portfolios.
If you have noticed the portfolios of dynamic asset allocation funds with a fundamental-only driven model, you will see them sporting net equity holdings of under 40% now. In a market where over 40% of the stocks have a price earnings ratio of over 50 times or no PE at all (i.e., the company is loss-making), dynamic asset allocation funds can draw little comfort in holding higher allocation to equity.
Indian investors looking for a high yielding InvIT option for income seekers with relative safety have very limited choices today. Infrastructure Investment Trusts or InvITs, which are a halfway house between stocks and bonds, offer such investors a shot at earning higher yields without high risk to their capital.
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