Inflation for the month of January 2012 came in at 6.55%, a twenty six month low. The last two years fixed income investors have been extremely risk averse on rising inflation fearRead More
The year 2012 has started off on a good note for the markets. Indian equities, rupee and bonds have all gained handsomely calendar year to date, with a rally of over 12% by the SenRead More
India is a long term growth story. It has a vibrant democracy, young population and the enterprise to grow. At least this is the view portrayed on India for investors whether localRead More
Action Cyclical uncertainties in your lifetime are to be taken for granted. You should reduce financial risk when times are uncertain, especially if your are carrying risks beyond Read More
Currencies always move in pairs. It is one currency against the other. Hence if one currency depreciates the other currency appreciates. What leads to the depreciation or appreciatRead More
Identifying the Indian Apple-Part 1 Apple dethroned established market leaders in music, phones and computers. Apple also changed the way music is heard and brought in the IPAD, whRead More
Markets will go into this week with positive and negative factors. The positive factor is inflation for January 2012 coming in below 7% leading to rate cut expectation in RBI’s MarRead More
Inflation as measured by the WPI (Wholesale Price Index) is expected to come in below 7% for the month of January 2012. Market expectations for inflation is around 6.7% and if it cRead More
Do you understand your fixed income investments in mutual funds apart from the returns offered? Fixed income is not as safe as it sounds and you should know where your fixed incomeRead More
Liquidity will keep up markets but macro risks can come to the fore Indian markets have had a good start in 2012. The Nifty and Sensex are up by over 15%, the Rupee has gained overRead More
Ignore warning signs at your own peril Hollywood movies on natural disasters such as volcano eruptions, earthquakes etc. always show that warning signs were ignored by sceptics leaRead More
Debt securities are classified on maturity, coupon and credit. Taking each by turn: Maturity Maturity is the time to redemption or repayment of the principle of a debt security. DeRead More
The different types of debt a company carries in its balance sheet are: Loans Money Market Securities Bonds or NCD’s (Non Convertible Debentures) Secured and unsecured debt Short tRead More
Manufacturing data across the globe came in positive for January 2012 leading to a healthy rally in markets. China did not participate much in the broad rally as the government didRead More
RBI stoked a bond rally by announcing bond purchase auctions to infuse liquidity into the market. Bond yields fell by 20bps on the back of RBI buying bonds and the ten year benchmaRead More