The Indian Rupee (INR) and the Ten Year Government Bond (Bond) have a relationship that is completely opposite to common economic theory. Theory has not worked in practice for the Read More
The INR weakening is more due to USD strength than policy issues. The government and RBI should let the INR run its course rather than taking knee jerk actions at lower levels. TheRead More
Government bond yields have dropped by 125bps over the last thirteen months and RBI has cut the repo rate by 125bps since April 2012. Can government bond yields fall further and doRead More
The auction cut off on the benchmark ten year government bond, the 7.16% 2023 bond, came in at 7.28% levels. The government had issued the new ten year bond two weeks ago where theRead More
The Monthly E-Book is a collation of all analysis and reports published by us during a month.Read More
Investors are Idiots.com is a premium subscription based content provider in the field of Financial Markets and Investments. We are two years old now and we are expanding. We are hRead More
Friday Podcast 31st May 2013 Transcript of the Podcast Hi this is your editor Arjun Parthasarathy speaking. This Podcast topic is on “Negative Carry May affect Bidding for IIB” TheRead More
The Japanese Yen is fluctuating sharply against the USD at lower levels. The Euro is weakening against the USD. INR is feeling the effects of a strong USD and is threatening to tesRead More
Fiscal 2013-14 will see the government testing the market for IIBs (Inflation Indexed Bonds). IIBs will be issued as part of the government borrowing program and it will also be isRead More
Ten year US Treasury (UST) yields have surged by 50bps over the last one month and at yields of 2.22% are trading at highest levels seen since April 2012. On the other hand Indian Read More
Dow, S&P 500 and German Dax at record highs, Nikkei up over 60% over the last one year and Sensex and Nifty at just off a few percentage points off record highs. US in sluggishRead More
India Pharma sector satisfies around 70% of its domestic demand. The domestic pharma sector is expected to grow at 13% to 14% CAGR (Compounded Annual Growth Rate) for the next seveRead More
The government has agreed to release Rs 45,000 crores of subsidy payments to oil companies for the subsidy bill of 2012-13. The funds paid to oil companies will improve system liquRead More
Friday Podcast 17th May 2013 Transcript of the Podcast Hi this is your editor Arjun Parthasarathy speaking. This Podcast topic is on “Fed Easing Stimulus and its Impact on Markets”Read More