The Sensex and Nifty fell over 2% week on week on the back of a lukewarm 2013-14 budget presented by the FM to the parliament on the 28th of February 2013. Worries over FII tax lawRead More
The Union Budget 2013-13 estimates a nominal GDP growth of 12.8%. The fiscal deficit is placed at 4.8% of GDP.  Total revenue is expected to grow by 21.2% with tax revenue growth pRead More
Transcript of the Podcast The FM delivered a fiscal deficit of 4.8% of GDP as expected by the markets. What does a fiscal deficit of 4.8% of GDP mean for the economy. Will interestRead More
The reaction by the markets to the budget was negative. The Sensex and Nifty fell over 1.5% each, the Indian Rupee (INR) fell close to a percent while the ten year bond yield rose Read More
An event filled March will increase volatility in the markets March 2013 will see a new Pope at the Vatican and a new government in Italy. The month will also see kicking in of USDRead More
IT sector’s returns and your portfolio performance The IT (Information Technology) stocks put together have a 15.20% weight in the BSE Sensex. Portfolios that are benchmarked againRead More
A long trading position that is “In the money” usually makes traders more confident of the position. Traders will be tempted to add on the long position in the belief that the posiRead More
The Economic Survey is released one day prior to the budget. The survey is released by the Ministry of Finance and details the performance of the economy during the fiscal year undRead More
How to hedge credit risk? In the last tutorial we had learnt that corporate bonds carry two kinds of risk a) Credit Risk and b) Interest Rate Risk. We saw how Interest Rate Risk isRead More
The tutorials on equity research series took you from how to gather information for equity research to the actual analysis of Tata Motors. We have looked at the various businesses Read More
The union budget 2013-14 is a media event and once it is over the economy goes back to business. The wide coverage given to the 28th February 2013 budget presentation suggest that Read More
The bond market will take direction from the government borrowing numbers for fiscal 2013-14. The FM will release the gross and net government borrowing numbers for fiscal 2013-14 Read More
US economy is facing USD 85 billion of budget cuts, also know as the “Sequester” starting 1st of March 2013. The budget cuts will affect many government programs and services and mRead More
Budget 2013-14 Reality Show Part 4 The Budget 2013-14 Cheat Sheet Arjun Parthasarathy Published: 21st February 2013 The budget 2013-14 documents will have thousands of numbers floaRead More
Transcript of the Podcast Hi this is your editor Arjun Parthasarathy speaking. The Friday podcast is a value add feature for the followers of Investors are Idiots.com. The brief poRead More