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The model portfolio for the future is a 19 stock portfolio that aims to capture the broad macro and micro trends we see in the current and future market environment.  The benchmarkRead More
The bond market is anxiously waiting for the government to announce an issue of a new ten year bond. The current ten year benchmark bond, the 8.15% 2022 bond is no longer a ten yeaRead More
The Monthly E Book is a collation of all reports and analysis published by us during a month.Read More
The INR is trading at levels of Rs 53.90 to the USD, just over 5% from all time lows of Rs 57 seen in June 2012. The currency can appreciate by 10% in fiscal 2013-14 to levels of RRead More
RBI’s 25bps repo rate cut in its 3rd May 2013 annual policy statement is likely to spur a bond market rally going forward. Bond markets will start expecting at least one more repo Read More
The RBI governor Dr. D. Subbarao is saying he is hawkish on rates but his actions suggest that he is dovish on rates. The Central Bank cut the benchmark policy rate, the repo rate Read More
Friday Podcast 3rd May 2013 Transcript of the Podcast Hi this is your editor Arjun Parthasarathy speaking. This week’s  Friday Podcast topic is on “Arjun Parthasarathy SubscriptionRead More
ING Vysya Bank is delivering performance as per our expectations. We had recommended buying ING Vysya Bank in March 2012 (See Selecting Stocks for the Future Series 17- Bank StocksRead More
Investors in Indian assets are best invested in financial assets for the best returns going forward. The outlook for Ten Year GOI, INR, Sensex and Nifty is highly positive, as manyRead More
Ravi was confused and he was not sure of where to invest. Ravi is a hard working professional who is keen on saving for his and his family’s future. Ravi always went to his friend,Read More
The bond market is factoring in a 25bps repo rate cut in the 3rd May 2013 RBI annual policy statement. A 25bps repo rate cut will bring down the overnight lending rate from 7.50% tRead More
Manappuram Finance, a once highflying company in the gold loan lending business, has seen its fortunes dip in equity markets as well as bond markets. The company’s stock price has Read More
Friday Podcast 26th April 2013 Transcript of the Podcast Hi this is your editor Arjun Parthasarathy speaking. This week’s  Friday Podcast topic is on “The right PM Sensex = 40,000”Read More
RBI can easily front load its rate cuts for fiscal 2013-14, as there are enough positive data points to back the actions. RBI’s annual fiscal 2013-14 monetary policy statement is sRead More

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