FIXED INCOME MARKETS IN INDIA: INVESTMENTS OPPORTUNITIES FOR YOU (Record no. 31937)
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000 -LEADER | |
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fixed length control field | 06495 a2200193 4500 |
008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION | |
fixed length control field | 140125b xxu||||| |||| 00| 0 eng d |
020 ## - INTERNATIONAL STANDARD BOOK NUMBER | |
International Standard Book Number | 978-93-5023-754-0 |
082 ## - DEWEY DECIMAL CLASSIFICATION NUMBER | |
Classification number | 332.632 |
100 ## - MAIN ENTRY--PERSONAL NAME | |
Personal name | SEN, JOYDEEP |
9 (RLIN) | 12252 |
245 ## - TITLE STATEMENT | |
Title | FIXED INCOME MARKETS IN INDIA: INVESTMENTS OPPORTUNITIES FOR YOU |
Statement of responsibility, etc | JOYDEEP SEN AND APTE, ABHISHEK |
260 ## - PUBLICATION, DISTRIBUTION, ETC. (IMPRINT) | |
Name of publisher, distributor, etc | SHROFF PUBLISHERS & DISTRIBUTORS PVT. LTD. |
Date of publication, distribution, etc | 2012 |
Place of publication, distribution, etc | MUMBAI |
300 ## - PHYSICAL DESCRIPTION | |
Extent | XIV, 254 |
Other physical details | PAPER |
505 ## - FORMATTED CONTENTS NOTE | |
Formatted contents note | CHAPTER 1: WHOLESALE FIXED INCOME MARKET<br/>Government Securities: Bonds (Central and State) and Treasury Bills and other government securities<br/>Central Government Bonds<br/>State Government Bonds<br/>Treasury Bills<br/>Cash Management Bills<br/>Market Size and Daily Trade of Government Securities<br/>Municipal Bonds<br/>General Obligation Bonds<br/>Revenue Bonds<br/>Corporate Debt: Public Sector Undertaking (PSU Bonds) and Private Sector Bonds<br/><br/>Special Securities<br/><br/>Securitized Debt Instruments: Single Loan and Pools; Asset Backed and Mortgage Backed<br/><br/>Money Market Instruments: Certificate of Deposits and Commercial Papers<br/>Certificate of Deposits (CDs)<br/>Commercial Papers (CPs)<br/>Call Money Market and Collateralized Borrowing and Lending Obligations (CBLO)<br/>Call Money, Notice Money and Term Money<br/>Collateralized Borrowing and Lending Obligations (CBLO)<br/>Repo Market<br/>Wholesale Fixed Income Market Profile<br/>Market Segments<br/>Market participants<br/>CHAPTER 2: AVENUES FOR AN INDIVIDUAL INVESTOR – CONTRACTUAL RETURNS<br/>Term Deposits with Banks<br/><br/>Recurring Deposits with Banks<br/><br/>Deposits with NBFIs and other corporate entities<br/>NBFI Deposits<br/>Corporate Deposits<br/>Post Office Schemes<br/>Post Office Recurring Deposit Account<br/>Post Office Term Deposit Account<br/>Post Office Monthly Income Account<br/>National Savings Certificates (NSCs)<br/>Senior Citizen Savings Scheme<br/>Public Provident Fund<br/>CHAPTER 3: MUTUAL FUNDS – AVENUE FOR MARKET LINKED RETURNS<br/>Mutual Funds: An avenue to participate in the wholesale fixed income market<br/>What exactly is a Mutual Fund?<br/>Type of Mutual Funds<br/>Categories of Mutual Funds<br/>Mark to Market of Mutual Funds<br/>Accrual concept vis-à-vis the Mark to Market of Mutual Fund<br/>Mutual Funds vis-à-vis contractual Return Products<br/>CHAPTER 4: BONDS AND THEIR TYPES AS PER FEATURES<br/>What is a Bond?<br/>Typical financial flows of a Bond<br/>Types of Bonds as per features<br/>Types of Bonds based on coupon<br/>Types of Bonds based on conversion<br/>Types of bonds based on when you can redeem them<br/>CHAPTER 5: CONCEPTS OF VALUATION, RETURNS AND RISKS<br/>Key Return concepts<br/><br/>Yield<br/>Price and Yield: The Inverse Relationship<br/>Yield Curve<br/>Direction of the yield curve<br/>Changes or shifts in the yield curve<br/>Credit Spreads<br/>Annualizing of returns<br/>Simple Annualized:<br/>Compounded Annualized:<br/>Duration<br/>Convexity<br/>Price Value of a Basis Point (PVBP)<br/>CHAPTER 6: CREDIT RATINGS<br/>Credit Rating Agencies in India<br/><br/>Rating Scales<br/>Short Term Ratings vis-à-vis Long Term Ratings<br/>Mutual Fund Ratings<br/><br/>Sovereign Credit Ratings<br/><br/>Credit Rating of an Issuer vis-à-vis credit rating of an Issue<br/><br/>Credit rating of Structured Obligations<br/><br/>Common Rating Methodologies: General factors considered in arriving at the rating<br/><br/>Mapping of short term and long term credit rating<br/><br/>Credit Enhancements<br/>CHAPTER 7: MAJOR TYPES OF RISKS<br/>Major Types of Risks<br/>Interest Rate Risk / Market Risk<br/>Credit Risk / Counter-party risk<br/>Call Risk / Prepayment Risk<br/>Put Risk<br/>Yield Curve Risk<br/>Inflation Risk<br/>Sovereign Risk<br/>Risks typical to structured obligations<br/>How to mitigate these risks<br/>How to mitigate Interest Rate Risk<br/>How to mitigate Credit Risk<br/>How to mitigate inflation risk<br/>CHAPTER 8: CURRENT TAX STRUCTURE FOR BONDS AND MUTUAL FUND PRODUCTS<br/>Taxation of Bonds<br/>Interest paying bonds<br/>Zero coupon bonds (aka Deep Discount Bonds)<br/>Taxation of Debt Mutual Funds<br/>Dividend Option<br/>Growth Option<br/>Summary<br/><br/>Tax Impact of your investment decision<br/>Interest<br/>Capital Gains<br/>Dividend<br/>Comparison of tax impact of these options on your return<br/>Concept of Tax Drag<br/>Conclusion<br/>Some quick tips…<br/><br/>Snapshot of applicable tax rates<br/>Slab Rates<br/>Capital Gains<br/>CHAPTER 9: INTEREST RATE DETERMINANTS<br/>Inflation<br/>Rate signals from the RBI<br/>Banking System Liquidity<br/>Deposits in the Banking System<br/>Fiscal Deficit and Government Borrowings<br/>Tracking of these determinants, practically<br/>CHAPTER 10: SOPHISTICATED FIXED INCOME PRODUCTS<br/>Credit Default Swaps (CDS)<br/>Separate Trading of Interest and Principal Securities (STRIPS)<br/>Floaters and Inverse Floaters<br/>Swaps<br/>Swaptions<br/>Forward Rate Agreements (FRAs)<br/>Futures contracts in the Fixed Income space<br/>Negative Interest Rate Bonds<br/>CHAPTER 11: COMMON CONCEPTS IN PORTFOLIO THEORY AND DIVERSIFICATION<br/>Yearly returns from each investment avenue<br/>Correlation between different asset classes <br/>Return and Risk of a portfolio<br/>Mean Variance Frontier<br/>Practically Feasible Portfolios<br/>Return-based ranking of Investments<br/>Value of Investment, had it been made at beginning of the year 2000<br/>Compounded annual growth rate (CAGR)<br/>Equal Annual Investment in each year<br/>Conclusion<br/>CHAPTER 12: APPLICATION OF PORTFOLIO THEORY IN REAL LIFE<br/>Case 1 Dweep and Radhika Shah<br/>Present Situation<br/>Restructuring/ Suggestions:<br/>Case 2 Prashant and Sneha Shetty<br/>Present Situation<br/>Restructuring/ Suggestions<br/>Case 3 Paresh Mehta<br/>Restructuring/ Suggestions:<br/>Case 4 Chintan Desa<br/>Restructuring/ Suggestions:<br/>CHAPTER 13: REGULATORY/ INDUSTRY BODIES AND KEY REGULATIONS RELEVANT TO FIXED INCOME MARKETS<br/>Regulatory and Industry bodies<br/>Fixed Income Money Market and Derivatives Association of India (FIMMDA)<br/>Securities Exchange Board of India (SEBI) <br/>Reserve Bank of India (RBI)<br/>Depositories (NSDL and CDSL)<br/>Association of Mutual Funds in India (AMFI)<br/>Clearing Corporation of India Limited (CCIL)<br/>Key Regulations<br/>SEBI Mutual Fund Regulations<br/>CHAPTER 14: GLOSSARY OF KEY FINANCIAL TERMS<br/><br/>Index<br/> |
520 ## - SUMMARY, ETC. | |
Summary, etc | There are various fixed income investment avenues in India. However, there is lack of awareness about the relevant concepts and the nuances of the investment avenues. There is dearth of a proper book that explains the relevant concepts applicable in fixed income investments and how the market functions. This book covers the concepts and goes a step further:it is a one-stop shop for someone who wants to know about the debt market in India. |
650 ## - SUBJECT ADDED ENTRY--TOPICAL TERM | |
Topical term or geographic name as entry element | INVESTMENT FIXED INCOME |
9 (RLIN) | 12253 |
700 ## - ADDED ENTRY--PERSONAL NAME | |
Personal name | APTE, ABHISHEK |
9 (RLIN) | 15533 |
942 ## - ADDED ENTRY ELEMENTS (KOHA) | |
Source of classification or shelving scheme | Dewey Decimal Classification |
Item type | Book |
Withdrawn status | Lost status | Damaged status | Not for loan | Collection code | Home library | Current library | Date acquired | Source of acquisition | Cost, normal purchase price | Total Checkouts | Total Renewals | Full call number | Barcode | Date last seen | Date last borrowed | Cost, replacement price | Price effective from | Source of classification or shelving scheme |
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Main Library | Main Library | 12/02/2014 | 51 | 262.50 | 11 | 2 | 332.632/SEN/APT/22705 | 11122705 | 07/06/2022 | 06/01/2018 | 350.00 | 12/02/2014 | ||||||
Main Library | Main Library | 31/10/2014 | 10 | 1 | 332.632/ SEN/ APT/ 23739 | 11123739 | 03/10/2023 | 23/09/2023 | 350.00 | 31/10/2014 | Dewey Decimal Classification |