Points to Ponder. REITs – Real Estate Investments Trusts.
  • Posted by: Arunanjali Securities
  • Category: Business
It appears that the concept of wealth got crystallized when man erected a fence around a piece of land and called it his own. Otherwise, why would he construct formidable walls around the graveyards, when those outside wouldn’t want to get in and those inside wouldn’t ever come out! Ever since the nomad let down...
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Points to Ponder. Asset Allocation, Buffet and Kelly
  • Posted by: Arunanjali Securities
  • Category: Business
Carefully thought out asset allocation is called for while constructing an investment portfolio, in order to meet various goals spread over the lifetime of the investor and also to reduce risk through diversification across asset classes that have low or negative correlation in their price movements. The chart below shows the performance of different asset...
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Points to Ponder. Athmanirbhar Investor?
  • Posted by: Arunanjali Securities
  • Category: Business
Covid and China seem to have brought the importance of self reliance into focus and the buzzword right now is Athmanirbhar. When it comes to investing, an increasing number of retail investors seem to have imbibed the spirit of self reliance, a sort of do-it-yourself attitude. And this has come about at a time when...
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Points to Ponder. NRIs – In the wonderland of Indian investments
  • Posted by: Arunanjali Securities
  • Category: Business
Lewis Carroll recounts how Alice had a great time in the Wonderland.  Like in Alice’s fantasy land, there are some, so called experts, who claim that successful investing has always had that uncanny hint of thaumaturgy about it. This sense of magical control can be intoxicating and fun and it can lead, in some accidentally...
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Points to Ponder. Residential Status & Taxability of Income
  • Posted by: Arunanjali Securities
  • Category: Business
The region of coastal Karnataka, beautiful though it is, suffers torrential rains of 3600 mm (state average 1139 mm, country average 1170 mm & global average 814 mm) in just about 4 months every year. The heavy rainfall for which we all keep eagerly waiting every year, nevertheless, washes off the topsoil of an undulating...
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Points to Ponder. The World – Post Covid-19
  • Posted by: Arunanjali Securities
  • Category: Business
It appears that the tail events which the ubiquitous bell curve suggests, need not be all that rare. In less than 12 years, our world has seen two such events: The sub-prime crisis of   2008-09 and the covid induced disruption of 2020. While one was a financial crisis, the other is a health one, but...
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Points to Ponder. Covid-19 and Market Mayhem
  • Posted by: Arunanjali Securities
  • Category: Business
US President Donald Trump proclaims, “We are waging war on Corona virus using every financial, scientific, medical, pharmaceutical and military resource, to halt its spread and protect our citizens”.  Yet, the world’s economic and technological superpower is rattled by the virus with 123498 confirmed cases of infections and 2211 deaths as of 29th March! Indeed,...
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Points to Ponder. Budget 20-21 – Decoding Personal Tax Proposals
  • Posted by: Arunanjali Securities
  • Category: Business
The citizen who by now is inured to the hype every budget comes with, might as well say, a la Tennyson’s Brook, budgets may come, budgets may go, but the economy goes on! In fact, the question is why all this hullaballoo about budgets, when Finance Ministers routinely announce major decisions such as the  path...
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Points to Ponder. Yield Curve & RBI’s Operation Twist
  • Posted by: Arunanjali Securities
  • Category: Business
From time immemorial, mankind has been fascinated by curves and figures, both animate and inanimate! When one talks about equity markets, the figure that one watches is the market index like the Sensex or Nifty. When it comes the fixed income securities, financial analysts and economists as also policy makers keep watching the Yield Curve....
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Points to Ponder. 2020 – The Stock Market Conundrum
  • Posted by: Arunanjali Securities
  • Category: Business
It might not have been an act of  political chicanery.  It was, nevertheless, a pathetic sight to see our finance minister  desperately trying to defend the functioning of a dismal  economy, even if by indulging in a charade, reluctantly conceding that there is an economic slowdown but not a recession.  While the discussion on distinction...
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