Categories
Equity

Avoiding Equity is Not an Option !

The last year has been characterized by significant volatility in the equity market and consistent fall in interest rates. High inflation rates have further compounded the challenge to any investor who wants to ensure both security and growth of investments. However, such safe havens are fast diminishing and the latest blow was the budget announcement […]

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Debt Equity

Financial Lessons from The COVID Crisis

Some or the other part of the world has always been facing crisis in some form or other. There have been events in the past which have affected the whole world at the same time. COVID Crisis is however unique to have affected almost every human being in some form or the other. Strikingly it […]

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Equity

Markets are High- Should you Book Profits?

As I write this, both NIFTY and SENSEX are close to an all-time high. Whenever the financial market is high, there are only three directions for its subsequent movement. First, it can go higher from present levels.  Second, it might remain at current levels and stabilize.  Or third, it might go to lower levels. Many […]

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Debt Equity Investment

Asset Diversification- The key to balancing Risk and Return.

In another discussion we have talked about issues related to Risk and the characteristics of various assets classes. When we talk of risk bearing investments, it means that there is scope of erosion in the invested capital. And this is what dissuades most of us from investing in such asset classes. The irony however is […]

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Debt Equity Investment

Mutual Funds, Shares, and Derivatives- What is Common, and What is Different.

Whenever, we talk of investments, the most common instruments which come to mind are Mutual Funds, Shares or Derivatives (Options and Futures). Despite all having the same underlying asset, ie Shares, all the three sub classes are unique in their characteristics. And therefore they demand different treatment. It is a great folly when we tend […]