Recommendations
Structured Products: Equity Market Linked Debentures
Alternatives, RecommendationsEquity Market Linked Debentures (a form of structured products), provide investors an ability to participate in the equity markets with differentated return payoffs. This includes products that provid … Read more
Comparison & Review of Top High-Yielding Debt Options for Investors
Debt, PMS AIF, RecommendationsUnderstanding High-Yield Debt Investment Options Fixed Deposits & low-risk Debt Mutual Funds, offer safety to investors but only provide a relatively low yield/interest-rate. Traditionally, equity … Read more
Why US Persons should consider investing in a PMS, instead of a MF or AIF (due to PFIC taxation)?
PMS AIF, RecommendationsTaxation of global investments for US Persons can be complicated, especially in the case of pooled investment vehicles (such as Mutual Funds or Alternative Investment Funds – AIF’s). In this blog post … Read more
PMS vs MF: Longer-term Performance Comparison
Equity, PMS AIF, RecommendationsOne of the core premises of investor’s preferring PMS’s over MF’s, is the ability for PMS’s to manage more concentrated, higher risk-reward portfolios as compared to mutual funds. This leads to the po … Read more
Largecap vs Midcap vs Smallcap: Understanding their relative risk-return
Equity, RecommendationsMarkets are cyclical in nature driven by economic and business cycles further exaggerated by the psychology/behaviour of the market participants. While such market volatility impacts all segments of t … Read more
Portfolio Optimisations for Corporate Treasuries
RecommendationsAt IME Capital, we believe that there is a substantial scope for optimising the post-tax portfolio yields of corporate treasuries. Core Areas of Portfolio Optimisation Investment horizon identif … Read more
Comparison & Review of Top Equity PMSs in India
Equity, PMS AIF, RecommendationsUnlike Mutual Funds, where SEBI has come out with clear guidelines of % allocation towards large, mid & small-caps between different fund categories, no such clear guidelines exist in the case of … Read more
Comparison & Review of Top Long-Short AIFs in India
Alternatives, PMS AIF, RecommendationsUnderstanding Long-Short Strategies Equity Funds vs Long-Short FundsMost equity funds are long-only – they buy stocks and benefit when stock prices move up. Accordingly, equity funds can typically onl … Read more