The fluid macro economic environment coupled with 30th July RBI policy review will keep bond markets nervous for the next couple of weeks. The ten year benchmark bond, the 7.16% 20Read More
Friday Podcast 12th July 2013 Transcript of Podcast This Podcast topic is on “Do not Position Portfolios based on Central Bank Policies”. Central Banks policies and actions can leaRead More
Financial assets in India are looking much better than physical assets in terms of potential returns given the risk taken. Investments in Indian equities and bonds are likely to geRead More
The reversal of the USD fortunes is a lesson for many India bashers. In continuation to this article where many USD bears have been forced to rethink on their analysis, sell India Read More
The reversal of the USD fortunes is also a lesson for many India bashers. The US Dollar (USD) is looking strong. The US economy is showing signs of steady growth ahead even as econRead More
Please register for Five Best Sectors for Your Equity Portfoilio on Jul 13, 2013 10:00 AM IST at: https://attendee.gotowebinar.com/register/1551229838927899136 The global investmenRead More
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The better than expected June 2013 job numbers in the US took up ten year US treasury yields by 20bps. The benchmark ten year US treasury closed last week at levels of 2.73%, the hRead More
Friday Podcast 5th July 2013 Transcript of Podcast This Podcast topic is on “Will Liquidity Get into Surplus Territory?” Liquidity conditions in the system have eased considerably Read More
The relationship between the CAD (Current Account Deficit), Indian Rupee (INR) and Government Bond yield is not as simple as it looks. In theory a rising CAD hits the INR negativelRead More
The Monthly E-Book is a collation of all analysis and reports published by us during a month.Read More
The markets will put the June volatility behind and look to trend higher in July. June was rocked by the Fed presenting a road map for withdrawing its asset purchase program and byRead More
Friday Podcast 28th June 2013 Transcript of Podcast This Podcast topic is on “Calm after the Storm”. The storm that hit markets in the last one month looks to be subsiding. On the Read More
Indian Pharmaceutical Industry is heavily dependent on exports. The percentage of exports to total industry sales is close to 50%. In fy13 the Indian pharma sector exports totalledRead More
How many stocks should you own? What should be the weight of each stock in your portfolio? There is no right or wrong answer to this question. Professional fund managers can have cRead More