The JP Morgan India inclusion finally happened and with effect from June 28, 2024, Indian G-secs will be included in JP Morgan’s GBI-EM Global Diversified Index. What does this mean and how does it impact you as a debt investor?
It’s raining high-yield NCDs and this article gives you a framework to filter these to arrive at the best candidates for your portfolio.
Odd lots, subordinate bonds, waterfall mechanisms – understand these and other bond market terms
We assess where the rate cycle stands, the FD options you have, and what your FD strategy should now be.
SIPs in stocks have caught up in the last few years after many online broking platforms started offering this as an automated feature. But is
Building a stock portfolio is not easy, but it’s not terribly hard either. Aarati Krishnan gives useful pointers in this QA article on building a stock portfolio.
You should be able to make do with just 4 to 12 funds in your entire mutual fund portfolio to meet all your goals
One of the very first questions you’ll be faced with after deciding to buy a term insurance plan, is – What’s the size of the term cover (what insurers call the sum assured) you’ll need?
Most folks don’t put much thought into this and go for the nice round number suggested by their insurance agent, which is usually Rs 1 crore. You can online calculators, but they can throw up widely diverging numbers.
Apart from the fund manager’s skill, a hidden factor that explains such return differences is the investment styles in which each fund is managed. Right now, many of the funds that have managed to top the charts with a 16% return are value-style funds, while the laggards are growth-oriented ones.
“Which equity fund should I buy?” When asked an open-end question like this, most financial experts recommend an index fund. Choosing an index fund is supposed to be far easier than choosing an active fund from the hundreds of schemes. But the number and variety of index funds in India has mushroomed too. There are about 94 open-end equity index funds, while over 120 equity Exchange Traded Funds (ETFs) are listed on the exchanges. So, if you’re thinking of buying an index fund, how do you choose the right one? Here are four metrics to choose the best index funds and ETFs.
If you’re new to stock investing or aren’t quite sure how our stock recommendations fit into your investment plans, we hope this article on constructing a stock portfolio will help you.
For Indian investors looking for regular income with the possibility of capital appreciation, Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InvITs) are good vehicles. These entities own a bunch of real estate or infrastructure assets that throw up regular cash flows and distribute over 90% of their cash flows to their investors. As both their income and the value of the real estate or infrastructure portfolio they own can rise over time, REITs and InvITs offer the prospect of rising income with capital gains.
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