Saturday, 10 June 2017

All you need to know about the new fund offers

All you need to know about the new fund offers
 (1)what is an NFO?
                (2)How is NFO different from equity IPO?
                (3)Is there any advantages of investing in an NFO?

Why mutual funds score over direct investment?

Why mutual funds score over direct investment?
                  (1)What is the ticket size required for equity mutual funds?
                  (2)what tax benefits do mutual funds offer?
                  (3)how does a fund manager work for the investor?
                  (4)how liquid are mutual funds?

Why is 'Monte dei pachi di siena' under stress?

Why is 'Monte dei pachi di siena' under stress?
                     (1) why does monte dei pachi di siena (MPS) need capital?

How SEBI is strenghening risk management in Commexes(Commodity exchanges)

How SEBI is strenghening risk management in Commexes(Commodity exchanges)                
 (1)what's the initial margin?
                (2)what has been done?
                (3)what forced the regulator to contemplate tweaking the initial margin?
                 (4)what is VAR?
                 (5)What could happen if the VAR time frame is changed?

What does overweight, underweight on a sector mean?

what does overweight, underweight on a sector mean?
                  (1)what does being overweight/underweight on a sector mean?
                (2)what makes the fund manager go overweight/underweight?
                (3)why does a fund manager take these calls?

Difference between block and bulk deals

Difference between block and bulk deals
 (1)what is a block deal?
                (2)what is a bulk deal?
                (3)who are the participants in such deals?
                 (4)how do bulk/block deals influence a stock?

Here's how to stagger investments using STP

Here's how to stagger investments using STP                ]
 (1)What is STP?
                (2)How does it operate?
                (3)How does an investor gain?

List of key features on mutual funds

List of key features on mutual funds
 (1)How flexible are MFs?
                (2)Are MFs liquid? How fast can you withdraw in case of an emergency?
                (3)What transparency do MFs exhibit?
                 (4)How do MFs diversify?

How important is consistency in MF scheme

How important is consistency in MF scheme                
 (1)what is consistency?
                (2)how is consistency calculated?
                (3)Why is consistency an importany parameter?

What makes turnover ratio important for a fund manager

What makes turnover ratio important for a fund manager
(1)How is it calculated?
                (2)what is its significance?
                (3)what does a high turnover ratio indicate?

What are some of the operational aspects of SIP?

What are some of the operational aspects of SIP?              
 (1)what is a SIP?
                (2)When can you start a SIP?
                (3)What should be SIP's tenure?
                 (4)Can i increase/reduce my existing SIP amount?
                 (5)Can i add lump sump to my SIP?

Here's how to track your mutual fund investments

Here's how to track your mutual fund investments                
 (1)where should you look for information on the scheme you have invested in?
                (2)How do i compare my MF scheme with others?
                (3)whay key changes should you waitch in your schemes?
                 (4)how long should you wait for these chnages?

FCNR(B) deposits become a worry now

FCNR(B) deposits become a worry now
 (1)what are FCNR(B) deposits?
                (2)what was so special about the september 2013 scheme?
                (3)How will the redemptions be met?
               (4)why the concern?

Tackling the black money menance

Tackling the black money menance                
 (1)what is black money?
                (2)are there any estimates of black money?
                (3)does black money exist only in the form of cash & currency? what are the other forms it can take?
                 (4)what does the current measure by the government try to address?
                 (5)How does the problem in india compare with the rest of the world?

Seventh pay commission & consumption explained

Seventh pay commission & consumption explained
  (1)what is a pay commission?
                (2)what were the recommendations?
                (3)what will be its impact on consumption?
                 (4)what will be its impact on government spending?

why a digital footprint is crucial

why a digital footprint is crucial
 (1)what is a digital footprint?
                (2)how is it important for an individual's access to credit?
                (3)which all financial institutions use digital footprints as a parameter for giving out loans?
                 (4)why are banks looking for alternate sources of data on their customers?
                 (5)does it help someone to access a better rate because of solid digital footprints

What Nifty options say about market trend?

What Nifty options say about market trend?              
 (1)what do you normally buy?
                (2)what do Nifty options indicate?
                (3)is trading options risky?
                 (4)what are the types of options?

Where is the rupee headed?

Where is the rupee headed?
                (1)what are currency futures?
                (2)what currency pairs are offered for futures trading here?
                (3)what do currency options indicate for rupee direction against USD?
                 (4)What is the current spot rate of rupee?
                 (5)Where can i trade in currency futures?

All about political Risk cover

All about political Risk cover
 (1)what is a political risk cover?
                (2) is there an increase in demand for political risk covers?
                (3) who buys these covers?
                 (4)which indian companies offer this product?
                 (5)are there any large chains?
                 (6)what is the impact on the premium?

How are NRI deposits different from remittances?

How are NRI deposits different from remittances?                
                            (1)What are NRI deposits
                (2) what are NRI remittances?
                (3)what is the difference between the two?
                 (4)why is there a confustion?

Understanding Margin funding

Understanding Margin funding                
                (1) what is margin funding
                (2)what are the margin requirements?
                (3)what are usually the interest rates for margin funding?
                 (4)what happens if the value of the shares bought with the help of margins fall?
                 (5)how does margin funding benefit brokerages?

play safe when trading an event

play safe when trading an event                
 (1)why do people trade events
                (2)why play safe?
                (3)what if i have an itch to trade nonethless?
                 (4)what is the difference?
                 (5)what is the best for retail investor

Asset purchase programme: A tool to revive global growth

Asset purchase programme: A tool to revive global growth
 (1)what is asset purchase programme?
                (2)how does it help reive the economy?
                (3)when has asset purchase programme been implemented?
                 (4)what is the need to include private bonds?

Impact of revised ECB norms on startups

Impact of revised ECB norms on startups
 (1)What is ECB?
                (2)What is the eligibility for a startup?
                (3)how is a startup defined?
                 (4)who is eligible to be a lender?
                 (5)what is the maturity period of the loan and what is the cap on it?
                 (6)what kind of security can be provided by the entity to the lender?
                 (7)Are guarantees allowed?

What do brent futures trades indicate for market?

What do brent futures trades indicate for market?                
 (1)where are brent derivatives traded?
                (2)when do the current brent series of options expire?
                (3)what do the trades indicate?
                 (4)can these result in delivery?
                 (5)what does training indicate on price of crude in near term?
                 (6)who has greater risk?

Role of tapering in uplifting growth of a stressed economy

Role of tapering in uplifting growth of a stressed economy
 (1)why is tapering back on the table?
                (2)what is tapering in economy?
                (3)why is the option being considered by the ECB?
                 (4)When was the last time tapering was used by a country?
                 (5)How will global markets react to a possible tapering by the ECB?

How are covered bonds different from other bonds?

How are covered bonds different from other bonds?                
 (1)what are covered bonds?
                (2)what is so special about it?
                (3)what are these called globally?
                 (4)are they becoming popular now?
                 (5)Are there new innovations in the structure of securities?

why price to book is important for finstocks?

why price to book is important for finstocks?                
 (1)what is price to book value ratio?
                (2)how to calculate P/B and why is it used?
                (3)how to use it to invest in Cos?
                 (4)how do investors look at this ratio in practice?
                 (5)what are the drawbacks?

Impact of demonetisation on reserve Money, money supply

Impact of demonetisation on reserve Money, money supply
             (1)what is currency in circulation?
             (2)what is reserve money?
             (3)what is money supply?
             (4)how does demonetisation affect reserve money and money supply?
             (5)How will it affect the RBI's balance sheet?

How dollar index affects other global currencies

How dollar index affects other global currencies
                  (1)what is the dollar index?
                  (2) how to understand the dollar index movements?
                  (3) why is the dollar index rising now?
                  (4) what does it mean for emerging markets?

What the nifty options chain indicates?

What the nifty options chain indicates?
              (1) what's in store?
              (2) where could nifty head?
              (3) what reinforces this possiblity?
              (4) what is the chance of a correction, going by options data?
              (5) what is a call and put option?

How to invest in mutual funds in a minor child's name

How to invest in mutual funds in a minor child's name
(1)Is a MF investment possible in the name of minor child?            
                (2)Documents required to make an investment?
                (3)Can i even start a SIP or STP in the name of a minor child?
                 (4)What happens when the minor child becomes a major or attains 18 years of age?

How can an investor redeem his MF units?

How can an investor redeem his MF units?                
 (1)what does an investor need to do to redeem his MF units?
                (2)what value will an investor get when he redeems his units?
                (3)what redemption money will come to an investor's account?
                 (4)how will i recive my redemption proceeds?
                 (5)what does an investor do, if the fund house rejects redemption request on signature mismatch?

RBI's dividend transfer policy

RBI's dividend transfer policy
 (1)why does the RBI transfer so much funds to the government?
                (2)how does the central bank earn its surplus income?
                (3)what are its accounting policies?
                 (4)what has contributed to the sharp spurt in transfer to the governemnt over the past two years?
                 (5)how does it help the government?

what are arbitrage fund? should you invest in them?

 what are arbitrage fund? should you invest in them?              
 (1)what are arbitrage funds?
                (2)why is there higher investor interest in arbitrage funds?
                (3)how safe are arbitrage funds?
                 (4)what kind of returns do they give

What is a straddle in F&O trading

What is a straddle in F&O trading
      (1)what is a straddle?            
      (2)what is better-buying or selling a straddle?
       (3)so, do straddle seller end up winning most of the time?
      (4) when do buyer's gain?
      (5) currently who are selling straddles?

How demonitisation may impact savings

How demonitisation may impact savings
         (1) what do savings by indians comprise?
         (2)how will note ban impact savings?
         (3) how wouls this play out on overall financial savings?
         (4) what about savings in physical assets?

Helicopter Money and what it can do for Economy

Helicopter Money and what it can do for Economy
             (1) what is helicopter Money?
             (2) Why is the concept of helicopter money relevant now?
             (3) why are countries looking at increasing inflation?
             (4) so why not just print the money and create inflation?
             (5) is quantitative easing the same as helicopter money?

Divident from mutual funds

Divident from mutual funds
                   (1) How does a mutual fund declare a dividend?
                   (2) At what frequency can an investor expect a dividend from a mutual fund scheme?
                   (3) What is the tax treatment of dividends in mutual funds?
                   (4) Does dividend option work for all investors?

Fed rate hike and its impact on emerging markets

Fed rate hike and its impact on emerging markets
                  (1) why is the fed meet such an important event for markets?
                  (2) how does fed's decision have an impact on EMs?
                  (3) Why should it affect foreign capital flows into EMs?
                  (4) what is the probability of a rate hime this around?

What is the role of an independent director?

 What is the role of an independent director?
                  (1) who is an independent director?
                  (2) how many independent directors can a company have?
                  (3) how is an independent director appointed?
                  (4) what are the main reponsibilities of an independent director?
                  (5) what is the remuneration of an indepent director?

What is a systematic transfer plan

What is an STP?
How does an STP work?
What is the benefit of STP?

How RBI manages Liquidity

What is liquidity?
Why is the RBI worries?
Why did liquidity surge?
How is the RBI sucking out the excess cash?
Will the RBI's move to increase the reverse repo help?
Is liquidity linked to inflation?
Will surplus cash upset RBI's currency market intervention?

Understanding InvITs

What are InvITs?
Infrastructure investment trusts

What's the purpose of an InvIT?
What does the structure of an InvIT looklike?
How does it benefit investors?
Who can invest in InvITs?
What are the taxes applicable for investors who exit InvITs?

What is FATCA in MFs?

FATCA(foreign account tax compliance act)
What is FATCA?
Why is this law applicable to mutual fund investments?
What do mutual fund investors have to do?
Do all investors have to do this?

Options trading in commodities

How many functional commodity futures exchanges exist?
What products do these exchanges offer?
What is in the works?
How will options be settled?
What's the difference between an option and futures contract?

What are penny stocks and why are they unsafe bets?

What are penny stocks?
Why are penny stocks in the news?
Why are penny stocks considered unsafe investments?
Do penny stocks fall under T and Z grades as classified by BSE?

Reasons to invest in mutual funds

Is there a mutual fund product that will match my requirements?
What flexibility of investments do mutual funds offer?
What advantages do MFs offer compared to direct equities?

What will happen if wallets are made interoperable?

What is interoperabiliity?
What does it mean in the indian financial system?
What is the latest buzz around interoperability?
How is that important?
What are norms that regulate interoperability?

How to choose right MF schmes?

Which scheme should an investor choose?
There are 40 plus mutual fund houses to choose from. how do you choose one?
How important is past performance?

RBI's trade receivables system to help MSME sector

What is TReDS?
Why do we need TReDs?
How will the process work?
Who are the players on the TReDS platform?

Saving tax using ELSS fund under 80C

What are tax saving or ELSS schemes? How much can one invest in them?
What is the process to invest in an ELSS scheme?
Does ELSS have any advantage over other tax saving options under section 80C?
What should an investor do with ELSS funds, once the lock in period is over?

Pros and Cons of Debt mutual funds

How does a debt mutual fund portofolio score over a single instrument?
How easy is paperwork in mutual fund scheme?
What is the tax and liquidity advantage in a debt fund?
What are the risks involved while investing in a debt fund?

Saturday, 3 June 2017

What is stock split and how does it affect investors?

What is a stock split?
Does it dilute value?
Why do companies opt for a stock split?
How does it benefit investors?
How is it different from a  bonus issue of shares?

What the options data say

How can you tell market support and resistance by looking at F&O data?
What does F&O data show for the current series?
Are these exact levels?
Is this data foolproof?
What do current open positions indicate?

What is prompt corrective action?

What is prompt corrective action?
Why the need for PCA?
Too big to fall?
What does the RBI stipulate?
What will a bank do if PCA is triggered?

Go the mujtual fund way in equities

What is the benefit of investing in MFs as compared to direct investment in stocks?
How much money do you need to invest in mutual funds?
What tax benefits does a mutual fund offer as a product?
What liquidity do mutual funds offer?

Free float market capitalisation determines index weightage

What is market capitalisation of a company?
What is free float market capitalisation?
How does free float market capitalisation differ from total market capitalisation?
How does it affect trading of shares?
How does free flow methodology help in index calculation?