Equity markets in the US and Europe have outperformed emerging market equities including Indian equities by a wide margin year on year. The outperformance of developed markets suggRead More
Friday Podcast 1st November 2013 Transcript of Podcast Diwali 2013 has brought out the best in the Sensex and Nifty that closed at record highs. The last time the indices touched rRead More
Equity indices in the US, Germany and India are trading at record highs as of end October 2013. These indices had first seen record highs in 2007-08, at the peak of the US mortgageRead More
The Sensex and Nifty at close to all time high levels at 21,000 and 6250 as of 30th October 2013 are almost at similar levels seen in December 2007. In absolute terms the indices hRead More
The Indian auto component industry’s turnover is USD 40.6 billion in FY 2012-13 and is projected to touch USD 115 billion by 2020-21. The industry has grown at a healthy compoundedRead More
The common theory is that higher interest rates take up risk premium on equities leading to falling equity values. This theory can be debated across economic cycles but when the ecRead More
What is the relationship between the future price and spot price of a security? We will take a simple example to illustrate the relationsip. Let us consider a simple investment assRead More
Money market rates will move in a 7.75% to 8.75% range over the next couple of months and this will align government bond, corporate bond and interest rate swap curves accordingly.Read More
IPO Facts Twitter IPO is schedule on the 15th of November 2013. Twitter Inc. plans to raise up to USD 1.6 billion and value the company at up to USD 10.9 billion. Twitter intends tRead More
Dabur Q2FY14 results India’s largest Ayurveda and Natural Health Care Company, Dabur has shown strong growth in key categories like Oral Care, Foods, Home Care and Skin Care and shRead More
The Sensex and the Nifty reached levels of 21,000 and 6,200 respectively but declined marginally by 0.95% and 0.71% respectively in the last week ahead of the RBI monetary policy tRead More
The RBI has resorted to many short term measures to stem the panic caused by the INR fall to record lows of Rs 68.80 against the USD in August 2013. Unfortunately the shot term meaRead More