budget tax change
Taxes
Vidya Bala

No DDT – the impact on your dividend income

The Budget proposal 10 days ago that gets rid of DDT changes things for you. You must now take stock of whether it makes sense for you to continue the dividend option in mutual funds and how else to plan for dividends from stocks.

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2020 budget
Taxes
Vidya Bala

Budget 2020 and you!

Budget 2020 disappointed investors and markets. Is it all as bad as it is made out to be? We’ll discuss that in a more detailed article next week. For now, let’s look at the impact on your personal finance and taxes.

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Debt weighing on people's minds
Mutual funds & ETFs
Vidya Bala

Vodafone’s impact on your debt funds – What now?

For those of you who did not follow us 2 months ago – we not only gave a timely caution but also gave exit strategies based on the exposure that you had to funds that held the Vodafone paper. Now, in the current scenario, if you are still holding the funds that had exposure, what should your strategy be?

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How you miss sound products

This is no research article. This is simply my experience over 15 years of interacting with investors both as an analyst and an advisor. This

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2019 - year in debt funds
Mutual funds & ETFs
Vidya Bala

How did debt funds perform in 2019?

After a dramatic comeback, gilt and dynamic bond funds swiftly lost the peak return they made post July 2019. Credit risk funds drew a blank

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Reality vs expectations 
Mutual funds & ETFs
Vidya Bala

What returns should you expect from your debt funds?

The last two years of turmoil in the debt fund space may have left you wondering what returns to expect from debt funds. Will debt funds beat FD? Or would their returns hover somewhere around their yield (yield to maturity) as promised by some? Are double-digit returns possible in debt? Use this analysis to set more realistic expectations from debt funds instead of a vague 8% or 9% return you may have in mind.

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ETF 
Bonds & Deposits
Vidya Bala

Bharat Bond ETF – facts to know before you invest

The Bharat Bond ETF will open on December 12 and close on the 20th. Most of you would have read about the ETF in the news. PrimeInvestor had briefly covered it last week, where we discussed the emergence of a new class of debt ETF. With all the details about the Bharat Bond ETF now out, let us move to specifics about the Bharat Bond ETF from Edelweiss AMC.

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Investment Opportunities 
General
Vidya Bala

The emergence of a new class of ETF in debt

Owning bonds, unless you are well-diversified, has become a super risky proposition since September 2018. Credit risk and drying up of liquidity have proved to be lethal combinations to manage for investors. Now the debt ETF space may receive some life with the soon-to-be launched defined maturity PSU Debt ETF.

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