Dec 2019 Economic Times
A basket of AAA rated government companies, target maturity date and extremely low cost are driving NRIs to this bond. There is seeing substantial interest from NRI families visiting India from London, Singapore and Dubai.
Press Releases
Bharat Bond ETF may fetch up to Rs 15,000 cr, launch likely in two series
Dec 2019 Business Standard
It is important that investors are clearly informed about the risk-return profile of the product so that there are not many negative surprises. Industry experts say the product will give the option to investors to match their goals with maturities of the underlying bonds.
Investors flocking to tax-free, government bonds
Oct 2019 Economic Times
There is safety and no credit risk in both GOI bonds. In addition, investors earn a good 100-125 basis points higher than bank deposits.
More Skin In The Game | NBFC/ Company deposits
Sept 2019
Factors such as management, annual accounts, rating and past track record of the company should be looked at before investing. Only if you have the ability or resources to analyse company financials is it worthwhile to invest in company deposits.
Returns on fixed deposits are falling! Here are other investment options
Sept 2019 Business Today
There are two prominent risk attached to NCDs. One is repayment of principal and interest and second is liquidity in the secondary market. I will suggest only AAA-rated securities with strong management such as TATA Capital, M&M Finance, L&T Finance, Bajaj Finance, HDFC and LIC housing Finance. Investors should also be aware of risks associated with NCDs.
Are debt mutual funds losing credibility?
Sept 2019 Economic Times
There is a trust deficit among investors. Investors are not investing any fresh funds into debt funds, as some NBFCs and mortgage firms have defaulted on their principal/ interest repayment. After the IL&FS episode, rating agencies have become very alert in assigning ratings.
Retail investor shadow over DHFL resolution
Sept 2019 Economic Times
Retail investors are now holding patient as institutional lenders are busy finalising the resolution details. They are now following the basics. Just make their presence felt in the large scheme of things. All such retail bonds are secured as the borrower paid interest/repayments regularly until a few months ago. We do hope retail investors’ interest will be taken duly care by all concerned parties.
Taxed, ultra HNIs turn to tax-free bonds
Jul 2019 Economic Times
These bonds currently yield 5.5- 5.9 per cent, compared with 6.1-6.5 per cent a month ago. What makes these attractive to the ultra high-net-worth individuals is that the returns are tax free — that is an enticement for those who are taxed at as high as 42.74 per cent as per the new tax proposals. If the tax benefit is accounted for, the “return for the highest tax-bracket investor will be more than 10 per cent, making for an attractive investment opportunity.
Will gilt funds’ ongoing rally continue? unlikely, say analysts
Jul 2019 Economic Times
The regulatory push from Sebi which mandated liquid funds to hold 20% of their assets in safe treasury bills and government bonds is also driving this buying.
Aditya Birla debt mutual funds to gain as IL&FS arm to pay back creditors
Jul 2019 Economic Times
It is a positive development. Since October 2018, all the financial and operational creditors are waiting for some concrete resolution plan. And now they see some ray of hope from NCLAT (National Company Law Appellate Tribunal) and from the new management. Potential buyers are showing interest in acquiring productive assets of IL&FS subsidiaries. The mutual funds will get their outstanding dues if they have invested in those specific subsidiaries or SPVs (special purpose vehicles).