Friday Podcast 14th June 2013 Transcript of Podcast Hi this is your editor Arjun Parthasarathy speaking. This Podcast topic is on “Why the sell off in emerging market assets”. The Read More
Indian Economy Macro economic data is bond positive – Expect rate cuts in July  The IIP (Index of Industrial Production) growth for April 2013 disappointed markets with the generalRead More
NDF (Non Deliverable Forwards) as the name suggests is an OTC (Over the Counter) derivative market for currencies. The NDF market is an off shore market where trading for a currencRead More
The Indian Rupee (INR) is trading at record lows against the USD leading to worries on inflation and liquidity in the economy. RBI is not likely to cut rates in its 17th June policRead More
Investors are Idiots.com has turned two. We invite you to attend our Free Second Anniversary Webinar on “How to Balance Your Portfolio in this Market Environment?” PleaRead More
Bond market will go circumspect into the 17th June RBI policy review as expectations of rate cuts have come off on the back of INR volatility. The INR is trading at close to all tiRead More
FII’s selling government bonds and corporate bonds is a short term reaction to expectations of the US Federal Reserve (Fed) removing monetary stimulus. The discontinuation of bond Read More
Friday Podcast 7th June 2013 Transcript of Podcast Hi this is your editor Arjun Parthasarathy speaking. This Podcast topic is on “RBI is not likely to cut rates on the 17th of JuneRead More
We had recommended TVS Motors as a Buy in August 2012 at a price of Rs 38 for 50% gains. Our recommendation was based on the fact that the company had the lowest valuation amongst Read More
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