Tag: investors

Know drivers of value creation to value a business

If you are a long-term investor, it is far more important for you to understand what drives a company’s value creation than its managerial competence,...

How to select the right fixed income scheme

Investing in fixed income mutual fund schemes can be extremely beneficial to investors. But like all good things, better results require careful consideration and a...

Could Zerodha disrupt the mutual fund distribution business?

Why are so many firms entering the industry? A Securities and Exchange Board of India (Sebi) board meeting decision in December 2020 eased the rules...

Close-ended schemes falter despite market rally

Close-ended equity funds have historically been popular with mutual fund companies. But a number of these launches have spectacularly underperformed, despite the huge rally in...

How broadening of Nifty Pharma Index will impact investors

NSE Indices Ltd recently changed the eligibility criteria of some Nifty indices and replaced stocks in many indices as part of its periodic review. While...

If fun investing is stressing you out, it is time to exit

A raging bull market and low interest rates have got people to get creative with their money. I often hear animated discussions about international investing...

What to look out for when you put your money in IPOs

Amid the initial public offering (IPO) frenzy, investors flush with money are making a beeline for every such offering. Investors need to ignore the euphoria...

Scientific investing protects, creates wealth beyond the bull market rush

We find that whole communities suddenly fix their minds upon one object and go mad in its pursuit; that millions of people become simultaneously impressed...

bhp group: BHP, Woodside investors jittery over $29 billion petroleum merger

Shares in BHP Group and Woodside Petroleum fell on Wednesday as investors on both sides raised questions about the value of the Perth-based oil and...

The reason why arbitrage funds are going up and up

There are a couple of factors that are resulting in strong inflows in these funds. One could be that some of the high-net-worth individuals (HNIs)...

5 personal finance lessons from Olympics

Admit it. The moment Neeraj Chopra climbed on the podium at the Tokyo Olympic Games to receive his javelin gold medal and the Indian national...

Take care of tax treatment of interest on loans taken to purchase shares

Many investors avail of loans to acquire shares, often through an application in an initial public offering (IPO), and at times for acquisition of shares...

Three tips for the first-time equity investor

There is euphoria among investors with respect to the equity markets. This euphoria, along with the lack of alternatives, is driving retail investors into the...

Gold funds are fading. Stay put or cash out?

These moderately high-risk level schemes on average are down more than 17% for a one-year period compared with nearly 30% returns given by balanced equity-oriented...

Factor Investing gaining currency, show trends

In the second half of the 20th century, “information arbitrage” ruled the roost. By looking at a fundamental framework, active investors, including Warren Buffett and...

What a $5 trillion economy could mean for Nifty 50

Numerous economists have rubbished the Narendra Modi government’s goal of $5 trillion gross domestic product (GDP) by 2025. But we tried to focus on the...

‘Self-assessment is the most vital requisite for success in investing’

It is reasonable for investors to approve the possibility of higher inflation, but not to significantly invert asset allocations in response to macro expectations that...

If you are an Investor in equities, heed these two warnings from Daedalus

Warning 1: He warned Icarus not to fly too high, close to the sun, because his wax wings would melt. Warning 2: He also cautioned...

Fall in China tech stocks may open up opportunities

China is actively shaping its technology sector to ensure governmental control, accountability and reduced interference with its social agenda. Indians investing in China need to...

Equity investments may not be the solution for all your financial goals

Timelines are the most essential thing one should keep in mind while planning for financial goals. But, one generally tends to forget this in looking...

What is making floating rate funds  so popular?

Floating rate funds have seen huge inflows in recent months as investors expect interest rates to rise. This is because floating rate funds benefit from...

Tech-focussed funds have had a rich harvest. Will it continue?

In terms of sectoral returns, IT has been an outperformer by a wide margin. Over the past year, tech funds have delivered an average return...

New MF platform would result in a duplication push

The mutual fund (MF) industry was struggling with more than 80% physical transactions in the beginning of the past decade. In a visionary move, the...

Index investing is an excellent bet in the long term

We performed a detailed study on Nifty 50’s rolling returns data for the past 25 years. Imagine one invested ₹10 in the Nifty 50 index...

Before you invest in NPS, understand its risks, liquidity and cost

So, if you are looking to invest in NPS, there are various choices that you will need to make. Two of them are choosing the...