Ep 69 Ask MoneyPurse

Original: EP-69 #ASKMONEYPURSE

72.8K views · May 01, 2022 · 16:33 min · Watch on YouTube ↗

Takeaway

After tax-law changes Indian equities beat US funds; FDs still preferred over debt funds; pharma and BFSI lead 4-5 year picks.

Summary

US equity funds: ~4% currency conversion loss but indexation gone after recent tax changes - Indian equity now more tax-efficient than US.
Promoter holdings >75% must come down per SEBI norms; positive on eye-care/specialty hospitals (Dr Agarwal’s, Indoco) given rising screen time and child eyewear demand.
Replacing FD with low-expense debt funds: prefers FD for safety; pharma sector in downtrend but expected to do well over 4-5 years - banking, financial services, pharma top long-term picks.
Two demat accounts: shares don’t auto-transfer on closure; transfer separately first using DIS, then close.

US equitypharmatax

Original description

𝐓𝐨 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 𝐘𝐨𝐮𝐫 𝐌𝐨𝐧𝐞𝐲𝐩𝐮𝐫𝐬𝐞 𝐂𝐡𝐚𝐧𝐧𝐞𝐥 𝐓𝐫𝐲 𝐓𝐨 𝐎𝐩𝐞𝐧 𝐘𝐨𝐮𝐫 𝐃𝐞𝐦𝐚𝐭 𝐀𝐜𝐜𝐨𝐮𝐧𝐭 𝐓𝐡𝐫𝐨𝐮𝐠𝐡 𝐁𝐞𝐥𝐨𝐰 👇 𝐑𝐞𝐟𝐞𝐫𝐫𝐚𝐥 𝐋𝐢𝐧𝐤𝐬 
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What is in for you?
00:00 Introduction
00:34 Taxation on US Stocks
03:46 Scam Alert
06:15 Is it good to add MFL?
07:06 About stock Valuation
08:38 About FPOs
09:52 View on Eye Speciality Hospitals
11:09 Sunday Funday
11:25 Can we invest in Expleo now?
12:14 About Dividend on pledged stocks
12:40 Current opportunity to park funds For Short-term
13:30 Can we close the Demat account without transfering the stocks?
13:59 Is it right time to invest in Pharma Stocks