There are two ways to look at India at present. One is the gloom, doom way that says India is finished and it’s status as one of the most vibrant economies is over. The other is thRead More
Bond traders will be wondering what the RBI was thinking when the central bank cut the SLR (Statutory Liquidity Ratio) by 1% in its policy review on the 31st of July 2012. The moveRead More
The first quarter 2012-13 policy review of the RBI has cast more doubts on the trajectory of both growth and inflation. The central bank has lowered growth forecasts for 2012-13 frRead More
Equity rally on the cards Equity markets are going into August 2012 with hopes of monetary easing working its way into economies. Weak economic data coupled with unsolved debt issuRead More
Action Investment returns do not come out of thin air, one has to work for it. Aiming for easy gains will only make others rich with your money Ravi’s wife Nandini had started to tRead More
What is your own Investment Philosophy? Investment philosophy gives you a common thread to your portfolio making it easy to maintain. There is no hard and fast rule on what should Read More
  The majority of the market is not expecting a rate cut in the 31st July policy review of the RBI while the minority is expecting a 25bps repo rate cut. SBI the largest bank Read More
Equities rallied from a mid week slump on hopes of central banks, from the ECB to the RBI, easing monetary policy. ECB (European Central Bank) president Draghi talked up markets wiRead More
Identifying the Indian Apple-Part 11 TVS Motors at Rs 38 offers  good potential even as the two wheeler market in India goes into a difficult period with expected sales slowdown anRead More
In tutorial two on equity research analysis we identified two primary types of information required to carry out stock specific analysis.  The two types of information identified wRead More
Yield curves plot the yield and maturity of fixed income securities that have similar characteristics and similar credit risk profiles. Government bond yield curves plot governmentRead More
The most abused word in the current economic environment is “Policy Paralysis”. The word “Policy Paralysis” is an excuse for non performance and is widely used by corporates to givRead More
The extremely low levels of implied volatility on Nifty index near month put options suggest that markets will not see a strong directional move especially on the downside. Low impRead More
The monsoons have been 22% below normal as of third week of July 2012 and the weak monsoons are raising the prospect of higher food prices. Higher food prices take up the overall iRead More
Fixed Income Investing Series Do not time rate cuts if you are positive on interest rates coming down  Arjun Parthasarathy Published: 20th July 2012 RBI first quarter monetary poliRead More