Perspectives on investment strategies and market trends with a view to create and preserve wealth.
India’s Goods and Services Tax (GST) collections as evidenced by the December numbers, are showing a consistent upward trajectory; they are not just figures in… Read More »India’s Rising GST Collections: A Story Of Economic Growth
Every once in a while, long term investors who adopt an investment philosophy like Root & Wings, believe in the fundamentals of strong stocks are… Read More »Investment Outlook – When a Strong Roots & Wings Company Gets Hit by a Curve Ball
The breadth of India’s financial ecosystem is vast, with many avenues for investments. Dominating this landscape are two pillars – stocks and bonds. While equities,… Read More »India and the JP Morgan Global Bond Index: An Evolution in Debt Fund Investments
When it comes to the question, ‘how to select stocks’, something we do regularly for our portfolio management service (PMS), we usually prefer companies with… Read More »Turning The Tables: When Debt Can Aid Your Stock Selection
Cost Leadership is one of the critical pillars of capital mastery and can significantly influence a company’s sustainable success. This is the first of a… Read More »Stocks of Companies High on Cost Leadership Can be Good Long-Term Investments – Part 1
Since this is a long article on Gold Trends, I have included an executive summary below. To read the longer article, simply scroll down. Executive… Read More »Gold Trends, As An Alternative to the USD and a Safe Haven Asset
It is often presented that for creating an income stream, annuities are a great option. They are supposed to work well, especially during the retirement… Read More »7 Reasons Why Annuities Are Not Your Best Friend
In Part 1 of this series, we talked about how why cost leadership is a crucial area for the stock picker. A cost leader may… Read More »More on Cost Leadership Strategies – Reducing Opex – Part 2
Understanding the Impact of the New Tax Law on Debt Fund Investments The world of investment is ever-changing, with new rules and regulations often impacting… Read More »The Impact of New Tax Law on Debt Fund Investments: An Analysis
Tax-efficient portfolio management is a critical aspect of investment strategy that enables investors to maximise their returns while minimising their tax liabilities. In India, the… Read More »Tax-Efficient Portfolio Management: Maximising Returns and Minimising Tax Liability
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