fiscal deficit

cautiously optimistic 2019

Remain cautiously optimistic in 2019

Positive profit growth outlook, steady mutual fund flows, reasonable valuations & macro-economic indicators remaining stable augurs well for the markets. Short term investors should remain cautious as markets could be extremely volatile in the next couple of months but any intermittent volatility should be used as an opportunity by patient investors with medium to long term outlook to accumulate good quality stocks.

markets

Crash course of overheated markets

As we draw close to the current financial year, markets have corrected ~10% from recent all-time high NIFTY of 11,171 touched on 29th January 2018. The markets & especially mid & small-caps were overvalued & some price rationalization is happening. The increasing trend in 10 year g-sec rates in both India & the USA are …

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LTCG

Budget 2018-19 expectations- LTCG on equity investments

Every year the issue of taxing long term capital gains (LTCG) on equities comes up before the budget. The government buckles and retains this tax exemption leading to a post budget stock market rally. Currently, if you purchase any shares through a stock exchange you have to pay securities transactions tax (STT). Collections from STT …

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UNION BUDGET 2017-18 – Reviving Demonetized India

The Union Budget 2017-18 presented by Arun Jaitley on 1st February can be termed as a good effort under the prevailing circumstances. This was a challenging situation with very high expectation post demonetization. We feel the finance minister has done a good balancing act by not tinkering too much with tax rates (partly leaving changes …

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Lehman Crisis

Things have changed since the Lehman Crisis crash in 2008

As evident from the table below we are far better off now in comparison with the Lehman Crisis crash in 2008. CAD, Fiscal Deficit, Forex Reserves & Inflation. Interest Rates & Import bill which are higher and declining with a significant fall in crude amongst other commodities. A possible current account surplus driven by a …

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