PERSONALISED INVESTMENT MANAGERS
PERSONALISED INVESTMENT MANAGERS
PORTFOLIO IMPACT ASSESSMENT
KEY EVENTS: Inflation reached 6.95% in Mar'2022 .Brent crude prices decresed by -1% In Apr'2022 .DIIs poured ₹29,870 Cr into Indian equities in Apr'2022 .Yield moved from 6.84% to 7.14% in Apr'2022 end .Record high GST collection of ₹1.68 Lakh Cr in Apr'2022 .In USA, inflation is 8.5% in Mar'2022 .It is 21.87% off from recent peak levels of the market
For many investors, buying foreign stocks allows them to diversify by spreading out their risk allowing them to partake of the growth in other economies. Many financial advisors consider foreign stocks a healthy addition to an investment portfolio. But is the above true of all economies? The article looks at the merits of staying in India vis-à-vis investing in other key economies.
PORTFOLIO IMPACT ASSESSMENT
KEY EVENTS: Inflation reached 6.07% in Feb '2022 breaching RBI's upper tolerance level of 6%. DIIs were net buyers in Indian equities₹39,677.03 Cr. In US inflation is 7.9% in Feb '2022 highest reading in past 40 years. Current Market cap to GDP ratio is at 115%, ecord high GST collection ₹1.42 Lakh Cr in Mar '2022
Goal of geographical diversification is to help retain a balance in earnings when the financial markets are depressed. Indian equities outperform in an uptrend, but with bearish sentiment, they always fall much more than US-based equity indices. So is it prudent to invest only in these two markets – India and America?
PORTFOLIO IMPACT ASSESSMENT
KEY EVENTS: Inflation reached 6.01% in Jan '2022 breaching RBI's upper tolerance level of 6% .DIIs poured ₹42,084 Cr into Indian equities .In USA, inflation @ 7.5% in Feb '2022 is the highest reading in 40 years .Current market cap to GDP ratio is at 109%, Record high GST collection of ₹1.33 Lakh Cr in Feb '2022
PORTFOLIO IMPACT ASSESSMENT
KEY EVENTS: Brent crude prices appreciated by 15% .DIIs poured ₹21,928 Cr.INR depreciated by 0.1% in Jan '22 .GDP grew 8.5% in Q2FY22 .Record high GST collection @ ₹1.38
The article gives you a snapshot view of the impact on personal income tax for an investor.
Key components are the taxation on virtual digital assets, bonus and dividend stripping, the new surcharge on capital gains and some other notable actions.
It is hard to predict anything in general, but pointers…. Yes, it is good to consider what may happen so that it helps in planning and executing for the foreseen eventualities in the financial markets this year.
RBI Retail Direct Scheme allows retail investors to buy and sell government securities online both in the primary and secondary markets. According to details provided by RBI, small investors can now invest in G-Secs by opening a gilt securities account (Retail Direct Gilt or RDG Account) with the RBI. The article looks at our takeaways in terms of pros and cons and how you can go about executing this mode of investment
