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Financial Market Round-Up – Jan’24

Truemind Capital

For short-term cash management, arbitrage funds offer better tax-adjusted returns. However, owing to volatility in arbitrage funds in a sharp market correction, the portfolio should be balanced with ultra-short term debt funds. Short-term papers still offer lucrative yields compared to long-term debt securities.

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Is the ESG Craze Really Fading?

The Big Picture

Previously : Tax Alpha (April 14, 2022) Accessing Losses via Direct Indexing (April 14, 2021) The Cutting Edge (September 30, 2021) USA Is Smashing Its Clean Energy Targets (October 17, 2017) Sources : Wall Street’s ESG Craze Is Fading By Shane Shifflett WSJ, Nov. Oct 31, 2023) 4. The post Is the ESG Craze Really Fading?

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Creating a Legacy of Change through Charitable Giving

James Hendries

[i] Private Foundation – A private foundation is created when someone sets up a tax-exempt organization but does not file to be recognized as a public charity. The tax deduction is lower at 20 percent of the taxpayer’s AGI if the gifts are appreciated assets or securities. [ii] A CRT may be partially tax-deductible right away.

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What Should You Do When the Stock Market Booms?

Discipline Funds

The last two years have been quite the rollercoaster ride for financial markets. In 2022 the global stock market was down -18% and has rebounded +17% year to date. If you’d gone to sleep on December 31st of 2021 and just woken up you’d think nothing interesting happened during those two years.

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Fundamental Analysis Of Waaree Renewable Technologies

Trade Brains

Financial Year Revenue (Cr.) 2021-22 161.5 Net Profit Margin is fluctuating due to changes in the interest and tax payments as the company business was subdued in the initial days. Financial Year Debt to Equity Interest Coverage 2022-23 0.46 Net Profit grew to 55.33 cr in FY23 from 8.89 Net Profit (Cr.) 2022-23 350.96

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Weekly Market Insights – February 6, 2023

Cornerstone Financial Advisory

Another Rate Hike The Federal Reserve raised interest rates by 0.25%, signaling to the financial markets that it would likely hike rates by another 25 basis points at its next meeting in late March. If you claim at least one child as your dependent, you may be eligible to benefit from the child tax credit.

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Fundamental Analysis of Siyaram Silk Mills – Future Plans & More

Trade Brains

The table below shows the Total income and net profit of Siyaram Silk Mills for 5 financial years: Year Total income (In crores) Profit after tax (In crores) 2023 ₹2272 ₹250 2022 ₹1939 ₹216 2021 ₹1130 ₹3.5 An increase in net profit margin also implies that the company effectively managed its financial obligations and taxes.

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