CAGR Insights is a weekly newsletter full of insights from around the world of web.
| Index | 24-Nov-23 | 17-Nov-23 | Change |
| Nifty 50 | 19,795 | 19,732 | 0.32% |
| Nifty 500 | 17,644 | 17,601 | 0.24% |
| Nifty Midcap 50 | 11,955 | 11,905 | 0.42% |
| Nifty Smallcap 100 | 13,828 | 13,882 | -0.39% |
Chart ki Baat
Gyaan Ki Baat
Tax loss harvesting is a strategy where investors sell depreciated investments to offset capital gains and minimize taxable income. The goal is to use investment losses to counterbalance gains, thereby reducing overall tax liability.
Losses can offset both long-term and short-term capital gains, taking advantage of lower tax rates for long-term gains. Excess losses beyond current gains can be carried forward to offset future gains. Regular portfolio monitoring is crucial for identifying opportunities to strategically sell investments at a loss, and consulting with tax professionals or financial advisors is recommended for personalized advice based on individual circumstances.
Here’s the list of curated readings for you this week:
Personal Finance
- Aligning with fundamental principles – Understanding and cooperating with these principles, individuals can allow the world to work in their favor, but taking the initial step is crucial. Read here.
- Ashish Kacholia’s portfolio hits ₹3,000 crore with multiple multibaggers – Kacholia’s diversified investment strategy, particularly in SMEs and mid-cap firms, has contributed to the substantial growth of his portfolio. Read here.
- Embracing Very Long-Term Investing – The importance of adopting a genuinely long-term perspective and being prepared to navigate through 2-3 business cycles for lasting wealth accumulation. Read here.
Investing
- The Story of Ching’s – The journey of Desi Chinese form road side stalls to bagging a 5500 CR deal. Read here.
- Dilution, like inflation, is a silent killer of returns – The article discusses the concept of dilution and that understanding and mitigating dilution risks are crucial for investors to avoid negative impacts on their investments. Read here.
- How FPI flows have moved? – FPI flows in recent months have been disappointing globally, influenced by geopolitical tensions, currency pressures, and volatility in US treasury yields. Read here.
- India’s stock exchanges introduce safety net for investors during outages – Major Indian stock exchanges introduced the Investor Risk Reduction Access (IRRA) platform to protect investors from broker-level technical glitches. Key features include immediate notifications, access through Unique Client Code or PAN, and restrictions on algorithmic trading and institutional clients. Read here.
- How Noise is making noise – Noise has since become a market leader in the Indian smartwatch segment, achieving a record growth of over 80% YoY revenue in FY23, totalling ₹1,426 crore. Read here.
Economy
- Rs 25,000 crore of Sahara money transfer to government – How this transfer could help allay various concerns and stabilize bond yields, influencing borrowing costs in the economy. Read here.
- India Inc Q2 profit surges, revenue growth muted – India Inc reported an eight-quarter high of 41.4% growth in net profit in the September quarter, however, revenue expansion remained in single digits at 6.2%, with consumer goods and IT companies facing challenges for growth. Read here.
- Why Markets are calm in the face of war – The article discusses how global markets have responded more to interest rates than the recent conflict between Hamas and Israel. Read here.
- Real estate renaissance – Companies like the Jumeirah Group and Emaar Properties are eyeing India for luxury facilities and residential projects, recognizing the potential of India’s large and growing market. Read here.
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That’s it from our side. Have a great weekend ahead!
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The content of this newsletter is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information outlined in this newsletter unless mentioned explicitly. The writer may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated in this newsletter.