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Points to Ponder. Reckoning with the Budget (like no other!)
- February 8, 2021
- Posted by: Arunanjali Securities
- Category: Business
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What should budgets do? Would it be legitimate for the ruling dispensation to convert it into an opportunity to blow its own trumpet or, dress up dubious data as authentic and push through proposals without adequate discussion, with typical majoritarian hubris? Well, we are told that India is now the fifth largest economy in the...
Points to Ponder. Passive is the New Active
- February 8, 2021
- Posted by: Arunanjali Securities
- Category: Business
Over the last couple of years, investors, particularly in mutual funds, have been a disappointed lot. Since the egregious IL&FS debt default, many a debt fund had to resort to “side pocketing” and some even to “winding up”. As regards equity funds the story is no better. There are 44, AMFI (Association of Mutual Funds...
Points to Ponder. Joys & Challenges of Retirement
- November 2, 2020
- Posted by: Arunanjali Securities
- Category: Business
Sometime back, when I was with my friend in Mumbai, I had met his son who had completed his B.Tech (Mechanical) from IIT, Powai. I asked him what his plans were. His answer woke me up to the widening gap between me and those of his generation. He was clear that he had to make...
Points to Ponder. REITs – Real Estate Investments Trusts.
- October 22, 2020
- 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...
Points to Ponder. Asset Allocation, Buffet and Kelly
- October 22, 2020
- 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...
Points to Ponder. Athmanirbhar Investor?
- October 22, 2020
- 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...
Points to Ponder. NRIs – In the wonderland of Indian investments
- October 22, 2020
- 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...
Points to Ponder. Residential Status & Taxability of Income
- October 22, 2020
- 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...
Points to Ponder. The World – Post Covid-19
- April 26, 2020
- 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...
Points to Ponder. Covid-19 and Market Mayhem
- April 26, 2020
- 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,...