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The sharp fall in large cap indices coupled with the sharp rise in Nifty put option implied volatility suggest active short selling in the market. The fact that mid cap indices didRead More
The RBI will have to announce a bond purchase program if it wants to improve system liquidity as well calm nervous markets. Liquidity, which is tight at present, is expected to getRead More
FDI in retail is a good start and will help markets down the line The opening up of the Indian retail sector to the world players by allowing 100% FDI in single brand retail and 51Read More
OMO is not the right tool to address liquidity  RBI buying government bonds through OMO (Open Market Operations) looks more like deficit financing than liquidity easing. The centraRead More
Investors will have to suffer downsides if they want to see returns Investing in bear markets requires three traits. The first trait in order of rank is to bear downside risk. The Read More
The sharp fall in domestic equity indices week on week has left markets wondering about how much further to go? Indices fell across the board with the mid cap index falling the mosRead More
OMO (Open Market Operations) purchase auctions will increase volatility in the bond markets. The first of the OMO auctions for Rs 10,000 crores is to be held on the 24th of NovembeRead More
INR should look to rally from Rs 51 levels   The negatives of current account deficit, weak capital flows, slowing growth and inflation are not going to go away in a hurry. The INRRead More
The ruling by the CIC (Central Information Commission) on banks disclosing list of defaulters is welcome. The RBI had refused to furnish the information citing that it would affectRead More
OMO is not the right tool to address liquidity The RBI has announced an Rs 10,000 crores OMO (Open Market Operation) purchase of bonds on the 24th of November 2011. The reason for Read More
The corporate bond market in India is highly institutionalised and retail investors are almost wholly absent from the market. The market is not electronically traded and is not liqRead More
The many forms of equity Fully paid and partly paid equity Common equity can take many forms. The primary form is fully paid up equity, which is what a majority of investors hold. Read More
The public indignation on Kingfisher Airlines asking for a bailout is unwarranted. Newspapers, blog sites, comments on the net etc. are all about why the airlines should not be baiRead More
Commodity stocks have just over 10% weight in the Nifty. The outlook for commodity stocks going forward is dependent on how leveraged a company is towards commodity prices. The higRead More
India macro economic outlook is not looking very positive and all indications are that GDP growth for 2011-12 will come in below RBI’s projections of 7.6%. India recorded a growth Read More

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