Bond traders and Equity traders are so different! When you meet the two of them in different groups, you wonder how a CIO handles both these animals! Most myths around the world are that ‘Bond traders’ are smarter than their Equity counterparts. Well, lets not get into banana peel area! Why equity out performs bonds […]

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Demonetisation has a lot of impact on the markets. Equity markets and debt markets. Let me think what will happen in the debt market…MY VIEWS…NOT A TIP…CONSULT AN INVESTMENT PROFESSIONAL BEFORE YOU ACT. I AM NOT SOLICITING BUSINESS…AND FRANKLY DO NOT CARE WHETHER YOU BUY, SELL, GO SHORT, GO AND DO A LEVERAGED BUY, BET […]

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I had done a post long ago about Debt funds vs Bank fixed deposits, with the conclusion that your Debt funds are an amazingly good thing to have. Obviously this is from the tax point of view. Many people asked me ‘does it mean we should not have any bonds in our portfolio’. Fair enough […]

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It was in the month of May 2013 that debt funds looked good! From June onwards there has been a lot of turmoil, and in July and August all of us have seen a lot of turbulence in debt funds. For those who invested in Gilt funds, my condolences. The people who invested in Corporate […]

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What are the debt instruments that you can invest in? As an Indian you have a lot of choice as far as debt is concerned. You should look for the following when you are looking for a debt instrument: 1. Who is the issuer: the Government, Municipalities, Public sector companies, Private sector companies, – including […]

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I had done an article saying ‘Fixed deposits or Debt funds?’ a few months back. Now I am asking a question again: Bonds or Bond fund? Recently there have been a spate of bond issues by PSUs and they all have been at attractive yields. When I argued in FD v Debt fund, the argument […]

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  Even though debt funds are the biggest contributors to the mutual fund corpus in India, there is surprisingly not much literature on debt funds. Let me start by clearing some misconceptions about debt funds: 1. Debt mutual funds ¬†are EXACTLY like bonds: Debt funds and bonds are very different. If you can lock in […]

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