Action Looking at past performance for future gains is not the ideal way to invest. Look at future potential for investment returns. The past can be the worst indicator of the futuRead More
It is the right time to buy equities, bonds and commodities?  Investors should look ahead into the first quarter of fiscal 2012-13 for better things to come and buy into equities, Read More
RBI has given guidance but will inflation oblige? RBI is saying rate hikes are over for the present but inflationary pressure still exists. The central bank maintained its forecastRead More
The last of the rate hikes but rates will come off only next fiscal The RBI, after the repo rate hike of 25bps in the October 2011 policy review, suggested that it will not have toRead More
Infrastructure sector is a bubble burst. The question is will there be a revival in the fortunes of the infrastructure sector? Can infrastructure stocks outperform the Nifty going Read More
Inflation, rate hikes, weak equity markets, confounding housing prices, political chaos, falling currency, expensive gold and global economic turmoil are together hitting the averaRead More
The Sensex and Nifty will go into this week with two big events. The first on the 25th of October is the RBI monetary policy review and the second on the 26th of October is the outRead More
The bond market goes into Diwali with a credit policy pre Diwali and a government bond auction post Diwali. There are worries of more rate hikes in the credit policy review of the Read More
The stricture by the housing finance regulator National Housing Bank (NHB) on borrowers prepaying home loans is great from a media point of view. The NHB gains brownie points that Read More
Worry about investments in Mannapuram Finance The local paper of DNA, DNA Navi Mumbai has covered the happenings in a branch of the loan against gold company Mannapuram finance. ThRead More
The negatives are in the prices, the positives are yet to be built in to the prices of bank stocks. If the market starts pricing in the positives, Bank Nifty will returns good gainRead More
Greece credit rating is in default category Greece is in the news on likely default on its debt. The rating agencies have cut Greece rating to default category, with S&P ratingRead More
Balance sheet analysis The balance sheet has two aspects, assets and liabilities. Assets are what a company owns and liabilities are what a company owes. The equity or shareholdersRead More
What I learnt from bond trading I would say the best learning experience in my career was the days I spent as a bond trader in IDBI Bank and Citibank. I spent around four and half Read More
Does your company have Apple’s traits?  Apple under Steve Jobs has done everything a company should do to reward shareholders. The company innovated to bring the best in clasRead More