38 results for “Bond Index”

India turns back to a current account surplus in Mar 2024

Happy Diwali 2023! Of Lights, Delights and Silly Predictions

A Happy and Prosperous Diwali 2023 to you from all of us at Capitalmind! Wish you all, your friends, families, colleagues and loved ones a prosperous year ahead. Diwali is really about the triumph of good over evil, I used to think. It's a lot more grey than that. Read on....

India joins Global Bond Indexes: What it means and What it doesn't

Indian bonds will soon be in global indexes, says JP Morgan. Looking beyond the rhetoric, we analyze what it really means. It's a nice party, but will this inflow - of over 170,000 cr. in 2024-25 - be a gamechanger?

Debt Mutual Funds will be taxed unfavourably after April 2023

The finance ministry has just delivered an inswinging yorker to the debt mutual fund industry. For long term investments made starting April, one major tax advantage has been removed. We decode the implications, what you might want to do, and why debt funds remain interesting.

[29 Oct 22] Newsletter: 30% OFF Diwali deal, Venus Pipes is Outlier, 5 Good Reads & More

🔆 Quick glance What's up with markets: Crisp overview of markets & macros What we are reading: 5 good reads from across the globe What's that outlier: A note on Venus Pipes What's on YouTube: Jio Financials, Mid-size banks & More

Happy Diwali 2022! That time when we try to predict things again

Macronomics: Should you lock in long term yields now?

The RBI has raised rates by 0.5%, which seems quite expected, but it is quite positive in the way things have been put by the RBI. This is quite an interesting point for the fixed income markets, where rates are up 2% (200bps) in 5 months. Should you be locking in these "juicy" rates?

[01 Oct 22] Newsletter: RBI hikes rates, Crisis in UK, 5 Good Reads & More

. 🔆 RBI rate hike: Deepak Shenoy shares a quick summary 🔆 Market Overview: Sensex 30 PE trend, Macro markers & Market Movers 🔆 What we are reading: 5 good reads on markets & money 🔆 What's on YouTube: Falling Nifty, Increasing rates & UK monetary crisis!

Podcast: Why SEBI should implement India's EDGAR and more

Recently, as of 7th September 2022, total Demat accounts in India touched the 10 crore mark. This is a staggering increase from 40 crore Demat accounts in Mach 2020. This alone is a testimony of increased participation and inclusion of individuals in Indian markets. More and more Indians, especially youngsters, are taking to investing in equities enabled by their smartphones - digital broking, increased information access, and social media influence. The whole securities (stock) market ecosystem has evolved immensely over the past decade and deserves a lot of credit for the recent growth in the participation of new investors. At the helm of the ecosystem sits our regulators who are responsible to enable, guide, protect and watch the market participants to ensure that we have a fair and thriving market. In this episode, Deepak and Shray talk about the role SEBI can play in shaping the future of the markets. They talk about data warehousing, data accessibility, regulatory enhancements, bond markets, disclosures & reporting, and a lot more that would make our markets more accessible.

Podcast: Turbulent times - RBI thrives, Fed fumbles

. Markets are slaves of earnings and liquidity. Liquidity has taken prominence after the coronavirus outbreak. At first, central banks across the world increased liquidity by cutting rates and helping their populace to live through the pandemic. Then the after effects of increasing liquidity hit - increased inflation. Now, the same banks are sucking out liquidity by increasing interest rates to counter inflation. The looming after effect of increasing rates is the "r" word that is too pious to speak loudly. In this podcast, Deepak & Shray discuss the two central banks that impact us the most - RBI and FED (Federal Reserve System, USA). What makes this podcast interesting is that we are looking at everything from the lens of who does better - FED or RBI? .

Tax-free bonds are attractive, but there are better options for investors

Tax-free bonds are available at attractive yields now. But Bharat Bond ETFs and Edelweiss Debt Index funds offer much higher post-tax returns for investors.

Happy Diwali 2021! Our annual predictions, and last year's scorecard

Happy Diwali 2021! At Capitalmind, we like to react, not predict. But once a year, we throw that rule into a drawer and let our minds run amok, from conspiracy theories to whatever Elon Musk is consuming nowadays, and try to frame a picture of what is likely to happen. But we have a special thing that people with predictions often do not do.

EP40: How Smallcase helped create a new generation of investors

Episode 40 and we’re speaking to the fintech firm that just raised 40 Million dollars last week - Smallcase! Deepak sits down with co-founders Vasanth and Anugrah to talk about creating a new way to invest in stocks, investment lessons from the pandemic and what’s up next from the Smallcase team.

EP38: Money, after you die

How do you plan for a smooth transfer of your wealth after you die? And how do you help someone whose loved one has passed on? In this episode, Shray and Deepak explore what you must do in an unfortunate circumstance of a loved one's death, and for an easy transition in case of your own. We also invite Harshavardhan Ganesan, a practicing lawyer, to give us the legal perspective. Listen in for real life anecdotes from covid, succession certificates, legal wills, and some counter-intuitive learnings.

Foundations of health for the wealth-walas, with LiveAltLife

Deepak invites Vivek Subramanyam of LiveAltLife to discuss the one thing without which wealth means very little - health. Vivek breaks down the foundations of health to help avoid or even reverse lifestyle diseases as Deepak draws paralells on human behavior from the world of investing.

Is the Nippon CPSE Bond Plus SDL ETF 2024 Worth It?

There's a New Fund Offer (NFO) of a Bond ETF in town. And it's going to do the "safe" thing. The Nippon India CPSE Bond Plus SDL Sep 2024 ETF will: invest 50% in state development loans (SDLs) invest the remaining in debt issued by public sector companies (PSUs) close out all the debt by September 2024 and return money This ETF has an open offer going on between November 3 and November 9, 2020.

Podcast #26: Who moved my market? A deeper look at FIIs.

Podcast #25: How do you invest through a panic?

Podcast #21: The amazing rise of passive and what you need to do about it

Podcast #19: Investing in NPS? The good, the bad, and the annuity

Podcast #17: What to make of the Bharat Bond ETF

How To Buy A Mutual Fund (Ep-14)

Podcast: The Investor Wants to Know (Episode-7)

Podcast: The State of Financial Advice in India (Episode 4)

Podcast: The Stubborn Cost of Capital in India (Episode 3)

Video: John Oliver on Investments, And How it works in India

The Best Explanation of BitCoin, And All Financial Products

Consumer Price Inflation Indexed Securities Are Here

Macronomics: Your Guide to the Market Index

RBI’s Rajan Increased Repo, Drops MSF, Increases Term Repo Limit

The Promises Of Raghuram Rajan

Early Buyers of Inflation Indexed Bonds Lose 5% in a Month, New Auction at 1.99%

Inflation Indexed Bonds At 1.44%

Do Inflation Indexed Bonds Meet Their Objective? Guest Post by Dheeraj Singh

RBI Clarifies on Inflation Indexed Bonds

16 years of Inflation and Bond Yields

Inflation Indexed Bonds in India

Chart Of The Day: Bonds Vs Stocks in India