Points to Ponder. AIF to the Rescue of Real Estate
  • Posted by: Arunanjali Securities
  • Category: Business
AIFs or Alternate Investment Funds, as per SEBI guidelines, operate in 3 categories. They, like mutual funds, pool capital from investors, primarily HNIs and Institutions to invest in various asset clases. Category I, AIFs invest in start-ups or early-stage ventures, SMEs, infrastructure or other areas which the government or regulators consider as economically desirable. Category...
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Points to Ponder. Infosys – Will it Bounce Back?
  • Posted by: Arunanjali Securities
  • Category: Business
Infosys, which until recently was touted as the poster boy of good  corporate governance is now in the news foralleged governance lapses! The complaint to SEBI, SEC and the Infosys Board by whistleblowers, who call themselves ‘Ethical Employees’, have accused the topmanagement of wrongdoing. But then Infosys is no stranger to controversies ever since Vishal...
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Points to Ponder. RBI Reserves – What is the Right Level?
  • Posted by: Arunanjali Securities
  • Category: Business
Anybody who is somebody has had an opinion on the transfer of “surplus” reserves of the RBI to the Government. But, as the cliche goes, the devil is in the details and an objective assessment of the rationale for the transfer of Rs 1.76 lac crores from RBI to the centre, can be achieved, if...
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Points to Ponder. Gold, Burning Bright?
  • Posted by: Arunanjali Securities
  • Category: Business
For 5,000 years, gold's combination of luster, malleability, density and scarcity have captivated humankind like no other metal. According to Peter Bernstein's book The Power of Gold: The History of Obsession, gold is so dense that one ton of it can be packed into a cubic foot. At the start of this obsession, gold was solely used for...
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Points to Ponder. Wealth from Waiting
  • Posted by: Arunanjali Securities
  • Category: Business
Patience pays and no less a person than Charlie Munger, who happens to be the alter ego of the legendary investment wizard Warren Buffet, demonstrates this! Turns out, that Charlie Munger waited for 50 long years for a perfect stock. Yes, you read that right. Munger fought off temptations and kept emotions at bay for as...
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Points to Ponder. NBFCs; The New Untouchables?
  • Posted by: Arunanjali Securities
  • Category: Business
Whole lot of NBFCs (Non Banking Finance Companies) beginning with IL&FS, DHFL, India Bulls Housing Finance et al, are constantly in the news for all the wrong reasons. The crisis ravaging the sector has now spilled over to the banks and mutual funds. So for the lenders, investors and the debt markets, many of them...
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Points to Ponder. Turnaround Stories!
  • Posted by: Arunanjali Securities
  • Category: Business
Investing legend Warren Buffet has this advice on “turnaround plays”: Both our operating and investment experience cause us to conclude that turnarounds seldom turn, and that the same energies and talent are much better employed in a good business purchased at a fair price than in a poor business purchased at a bargain price. In...
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Points to Ponder. Insurance
  • Posted by: Arunanjali Securities
  • Category: Business
Arguably the first step in financial planning is to deal with uncertainties of life. Unless one is equipped to face risk, the best laid plans can come a cropper. One can deal with risk by creating, among other things, an ‘emergency fund’, and obtaining adequate and appropriate insurance cover. But for most us, insurance means...
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Points to Ponder. Tax Breaks Galore – Bonanza for Middle Class
  • Posted by: Arunanjali Securities
  • Category: Business
The latest Interim Budget of the NDA government, presented by its  stand–in Finance Minister Piyush Goyal, has given quite a few lollipops to the middle class tax paying constituency, by way of carefully crafted tax breaks, without unduly affecting the fisc.  Now, persons who earn as much as Rs 10 lacs in a financial year,...
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Points to Ponder. GOOD NEWS FOR PROPERTY OWNERS
  • Posted by: Arunanjali Securities
  • Category: Business
The interim budget, inter alia, has offered some crucial tax breaks to the middle income group of tax payers. Following are some material benefits that have been provided to property owners who are liable to pay tax on income from house property or capital gains on sale of property.     decade opportunity (the last...
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