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The government bond market will start placing rate cut bets starting this week, as there are increasing signs of RBI lowering the key policy rate, the repo rate in its October 30thRead More
Equity markets are unlikely to see sustained falls and will bounce back from every fall on the back of fresh buying. The outlook for equities is still positive despite negative senRead More
Transcript of the Podcast Hi This is your editor Arjun Parthasarathy speaking. The Friday podcast is a value add feature for the followers of Investors are Idiots.com. The brief poRead More
The industry body SIAM has revised growth estimates for the Indian automobile industry for the year 2012-13. SIAM expects car sales at around 3% and commercial vehicle sales at 5% Read More
The sentiment on the Indian Rupee (INR) has changed on a dime. The INR, which was supposed to fall to Rs 60 to the US Dollar (USD) a few months back is now expected to trend well bRead More
Credit spreads as defined by the difference between corporate bonds and government bonds with similar maturity have fallen sharply over the last four months. Five and ten year AAA Read More
The better than expected US unemployment rate number for September 2012 failed to spur a rally in US equities. The S&P 500 gave up all gains seen post the release of the unemplRead More
The government bond market failed to embrace positive talk on policy rate cuts by the RBI. The ten year benchmark government bond the 8.15% 2022 bond yield closed last week at 8.16Read More
Transcript of the Podcast Hi This is your editor Arjun Parthasarathy speaking. The Friday podcast is a value add feature for the followers of Investors are Idiots.com. The brief poRead More
The gloom and doom forecasts that were prevailing for markets a few months back are now turning into bullish forecasts. Sensex forecast from 15,000 and below levels is now 20,000 aRead More
The FM in an interview with the Economic Times has spelt out that he expects the RBI to fall in step with the government by reducing interest rates in response to retail FDI and hiRead More
The regulatory authority whose primary aim is to look after the interests of the small investor is itself under the Supreme Court scanner on the appointment of its current chief MrRead More
Bond markets are becoming unduly bullish on long bonds i.e. bonds of maturities of over fifteen years. The bullishness on long bonds has brought down spreads between the ten year bRead More
Indian equities consolidated at higher levels on the back of positive sentiments over reforms, power sector restructuring and government borrowing at budgeted levels. The Rupee gaiRead More

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