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
Ten year benchmark AAA corporate bond yields are trading at levels of 7.90% to 8%. The benchmark bonds of EXIM Bank, PGC, NPC, NTPC, MTNL, IRFC, REC and NHPC all saw trades at leveRead More
Fourth quarter FY13 has been a mixed bag of results for the stocks that are on our recommended list. The fourth quarter saw sales growth range from 7% to 35% with all the companiesRead 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 Sensex and Nifty closed at two and half year highs on the back of rate cut expectations. The WPI (Wholesale Price Inflation) for April 2013 came in at a three and half year lowRead 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
Indian Economy WPI at lowest level in three and half years to help bond yields trend down India’s WPI (Wholesale Price Inflation) for the month of April 2013 came in at 4.89%, the Read More
NDTV has given 34% since recommendation in November 2012. Our analysis suggested that it was the cheapest of the media stocks and it had the potential to reduce its losses and moveRead More
The Sensex and Nifty rallied by over 2.5% each to close last week at levels last seen in January 2013. The market rally was driven by both domestic and global factors. On the domesRead More
Bonds markets had one of its best weeks in a long while with sharp fall in bond yields across the curve amidst record high volumes. The government bond yield curve in the ten over Read More
Friday Podcast 10th May 2013 Transcript of the Podcast This week’s Friday Podcast topic is on “Gilt Funds – Good risk reward potential”. Government bond yields are falling and are Read More
Bond market volumes touched all time highs of Rs 123,725 crores on electronic screen on the 9th of May 2013. Ten year benchmark government bond yields dropped to levels last seen iRead More