logo


The Japanese Yen is fluctuating sharply against the USD at lower levels. The Euro is weakening against the USD. INR is feeling the effects of a strong USD and is threatening to tesRead More
Fiscal 2013-14 will see the government testing the market for IIBs (Inflation Indexed Bonds). IIBs will be issued as part of the government borrowing program and it will also be isRead More
Ten year US Treasury (UST) yields have surged by 50bps over the last one month and at yields of 2.22% are trading at highest levels seen since April 2012. On the other hand Indian Read More
Dow, S&P 500 and German Dax at record highs, Nikkei up over 60% over the last one year and Sensex and Nifty at just off a few percentage points off record highs. US in sluggishRead More
India Pharma sector satisfies around 70% of its domestic demand. The domestic pharma sector is expected to grow at 13% to 14% CAGR (Compounded Annual Growth Rate) for the next seveRead More
The government has agreed to release Rs 45,000 crores of subsidy payments to oil companies for the subsidy bill of 2012-13. The funds paid to oil companies will improve system liquRead More
Friday Podcast 17th May 2013 Transcript of the Podcast Hi this is your editor Arjun Parthasarathy speaking. This Podcast topic is on “Fed Easing Stimulus and its Impact on Markets”Read More
Equity markets were on sustained uptrend for almost four months and Ramesh was long on Nifty Index Futures. Ramesh was long 200 contracts of Nifty Futures with a notional value of Read More
The Sensex and Nifty are just off by a couple of percentage points from all time highs, while the ten year bond yield is at a three and half year low. The Indian Rupee (INR) is traRead More
The number of stocks traded on the Indian stock exchange is over 8000. How do you construct a portfolio of stocks from such a wide universe? The task of studying each and every stoRead More
India benchmark equity indices, the BSE Sensex and the NSE Nifty are just off a couple of percentage points off record high closes seen in November 2010. The Sensex and the Nifty hRead More
The cut-off on the new ten year benchmark government bond was aggressive at 7.16%. The market in its euphoria on rate cuts post a highly bond market positive inflation number droveRead More
Friday Podcast 17th May 2013 Transcript of the Podcast Hi this is your editor Arjun Parthasarathy speaking. This Podcast topic is on “Introducing India’s Only Dedicated Fixed IncomRead More
The US Dollar (USD) is seeing renewed strength and this strength is giving asset classes across the globe a new direction. Equities have rallied and oil prices have fallen over theRead More

Top