State Development Loans (SDL) are debt issued by state governments to fund their fiscal deficit. States in India like the centre run budgets where expenditure is higher than revenuRead More
How does an average Indian hedge his or her currency risk? Using currency futures is one way of hedging currency risk but the cost of rollovers is high and many may not have the knRead More
“Past performance is not an indicator of future performance” is a mandatory disclaimer for all mutual fund schemes. However all mutual funds are sold on the basis of past performanRead More
The IIP (Index of Industrial Production) growth data for September 2012 and the provisional trade data for October 2012 were released on the same day in November the 12th of NovembRead More
The corporate bond market in India and across the globe is the least transparent of markets. The reason is the nature of the bonds itself. Corporate bonds unlike government bonds aRead More
JLR (Jaguar Land Rover) contributes to over 67% of revenues and around 80% of profits to Tata Motors. The JLR business of Tata Motors is driving the company as its domestic businesRead More
The bond market saw past an increased borrowing amount for fiscal 2012-13 but is choosing to go cautious into the release of the October 2012 inflation data this week. The ten yearRead More
Incremental news on “Fiscal Cliff” will move markets in the coming weeks. President Obama will tussle with policy makers on “Fiscal Cliff” issues and any positive news will drive mRead More
Obama was greeted to the White House with classical risk aversion trades. Equities fell with S&P 500 falling 2.3%, US treasury yields fell with ten year benchmark yields fallinRead 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 optimum portfolio based on a set of quantative parameters  We will shortlist stocks for a portfolio based on the set of following quantative parameters. Free float market capitRead More
Obama has his work cut out for him. He first has to address the “Fiscal Cliff” that is facing the US staring 2013. The Fiscal Cliff is the Bush era tax breaks coming to an end leadRead More
The second quarter 2013 results for most of the stocks recommended by us in the Selecting Stocks for the Future Series and the Identifying the Indian Apple series has been releasedRead More
RBI disappointed bond markets by just cutting the CRR (Cash Reserve Ratio) by 25bps in its policy review on the 30th of October 2012. The market was expecting at least a 25bps repoRead More
US and China released positive economic data last week and this data helped equity markets across the globe close positive to flat week on week. US consumer confidence index for OcRead More