At 3% yields, the spread between the US 10 year US treasury yield and the 10 year government of India bond is at levels of 475bps. The spread has increased over the last one year bRead More
Results Update Revenue for the Company was reported at $36.1 billion, down 3.1% on a year on year basis. Net income fell 59%, to $1.1 billion, on a planned drop in pickup-truck proRead More
This company in our global 10 stock retirement portfolio reported Q1y18 results. Post announcement of results share price rose by 7% (in after-hour market). Total net sales rose byRead More
Results Update Boeing reported a solid 6.5% revenue increase in the first quarter of 2018, driven by solid growth in each of its three business units: commercial airplanes; defenseRead More
This company in our global retirement portfolio has announced Q1Fy18 results. The share price rose  by 7% (aftermarket hours) post announcement of results. Despite the data-privacyRead More
This company has reported Q4Fy18 results on 25th April 2018, revenue from operations increased by 20% (Y-o-Y) & 1% (Q-o-Q), EBIT margin has improved by 200 bps (Y-o-Y) and net Read More
This Financial Services stock in our “Strong Core” Nineteen & Twelve Stock Retirement Portfolios has delivered strong performance for the fourth quarter of FY 18. IRead More
Investment Rationale We have recommended this stock with a 50% upside from the levels of USD 136 per share with a three year perspective to USD 204 per share. The stock has a priceRead More
This company in our global 10 stock retirement portfolio has announced Q1Fy18 results. After reporting such robust growth in Net Profit, share price of Alphabet remained muted becaRead More
Dear Advisory Client, I am releasing the monthly letter to you a few days earlier than usual as i have been thinking on how best to advise you on your portfolios going into 2019 geRead More
Week ahead, the US will provide the advance estimate of GDP growth for Q1, Markit PMIs and Michigan Consumer Sentiment. Market participants will also be watching for the ECB and thRead More
Bond yields will hover around 7.75% with an inclination to rise but at every higher level of yields, market sentiments will start to change as the market is overly pessimistic at tRead More
The Reuters CRB Commodity index touched a three year high but is still more than 50% below peaks seen in 2008. The recent rally in crude oil and Aluminium is more due to supply conRead More
The draw down of government surplus of over Rs 1.8 trillion in just a fortnight in April is unprecedented and could be the key factor in the shortage of cash in the country. The shRead More
This company has announced its first quarter results ended March 2018. Intuitive Surgical, Inc. design, manufactures, and markets surgical systems. The company offers endoscopes, eRead More