Over the last few weeks, I have been reading many articles on various aspects of debt fund investing. I have also received many queries on where investors should park their money to cushion against stock market uncertainty. To quote some of the more relevant...
Over the past few weeks, I have made some major changes to client portfolios. The ongoing credit crisis perhaps has changed my general tone on stocks, and other financial assets. I am not trying to rein in on anyone, nor suggest that a Multicap approach is astute...
What really went wrong with Vodafone Idea? Brief background: Fifteen telecom companies owe over Rs 1.47 lakh crore to the Government of India in lieu of past license fees, spectrum charges, interest and penalties (“Adjusted Gross Revenue” or “AGR“). Vodafone Idea...
Over the last few years debt mutual funds have gained popularity over fixed deposits, purportedly for tax efficiency and better returns. The real reason for their popularity however lies in the fact that these funds were promoted far more aggresively than other fixed...
How many times have you heard something like this – The company plans to expand its operations by debt securitization or by securitization of (proceeds of) certain of its assets, or simply by securitization. In this write up, I will try to explain very briefly about...
Oftentimes companies do not pay attention to the loan agreement and sign it off as standard template of the bank. The banks in turn do their bit in convincing management, and particularly younger entrepreneurs that such is the case and that everybody signs the same...
