Disclaimer: Welcome to this episode of the Kairos Podcast! Kairos is a podcast on Financial Planning, about doing the right thing at the right time. This audio content has been made available for information and educational purposes only. Nothing contained in this audio shall constitute or be deemed to constitute…
The last week offered great buying opportunities. The next week may be even better. The key thing to remember in investing is to show conviction when it is found most wanting. This is never easy. When the world is gripped by fear, it may be too much to ask many…
The markets are continuously becoming increasingly divided on valuations. Expensive stocks are quickly becoming very expensive. Cheap stocks trade cheaper with every passing day. This dichotomy is furthering more investors to believe in and own only popular stocks. Fund managers are also riding the wave of success delivered by a handful of overvalued stocks. The principles of…
Investment and portfolio management In recent times, various avenues have stemmed for investors to park their money and grow their wealth in a sustained manner. For the longest time, mutual funds have been the most common avenue. However, in the past few years, sophisticated investors are looking away from mutual…
We almost always overvalue bull-fatigue over bear-fatigue. Bulls appear to be uncontrollable and aggressive spending their energies in faster bursts. So, we think bulls are more vulnerable than bears. In bull markets, this is very close to the truth. But, the way bulls play the bear markets is often very…
Disclaimer: This audio content has been made available for informational and educational purposes only. Nothing contained in this audio shall constitute or be deemed to constitute advice. Always seek the advice of a professional with any questions you may have regarding your financial decisions. Podcast Transcript: Roshan: Hi, this is…
The world of two tax regimes There is a new tax regime introduced by the finance minister with lower tax rates but no deductions or exemptions. For this particular reason, each taxpayer will have to study his/her specific situation at the start of the financial year and then decide whether…
The problems of a sector can either be solved by aggressive governmental action or by letting things take their own course. Markets will find their own level. While we have problems in several sectors, the solutions are often non-binary. It is not one way or the other. More often, economic…
Disclaimer: Welcome to this episode of the Kairos Podcast! Kairos is a podcast on Financial Planning, about doing the right thing at the right time. This audio content has been made available for information and educational purposes only. Nothing contained in this audio shall constitute or be deemed to constitute…
Post budget, everybody expected the markets to correct further. A week after the budget, most people are revisiting their market expectations. This is hardly surprising. Making and unmaking our expectations is a recurring exercise. Investor interest in equity seems to be sustaining, though most investors aren’t sure whether they must…
Budget 2020 has given taxpayers two options. Now, they can choose the new regime of lower income tax rates by forgoing the tax exemptions/deductions. Or, they can continue to pay tax under the existing income tax laws by claiming applicable exemptions and deductions. Several tax deductions and exemptions – section…
Budget 2020 gives nothing much to the investor. In fact, it takes more than it gives. Taxable income of investors is certain to rise irrespective of their wealth growing. Now, that is something most investors have not experienced for 23 years. But, paying taxes is hardly an issue with investors.…
