The bond market was eagerly awaiting a diesel price hike that would have killed two birds with one stone. A diesel price hike would have put paid to fears of higher than budgeted gRead More
Washington Post, in an article published on the 5th of September 2012, has described the current Prime Minister Dr. Manmohan Singh as a “Silent Prime Minister” and that his silenceRead More
The ECB (European Central Bank) is widely expected to announce bond purchases of Italy and Spain (two and three year maturity bonds) in its policy meeting scheduled for the 6th of Read More
Have you got stuck with an investment that has suddenly lost over 50% or higher in value? The loss would have come upon you without you even realizing it and by the time you figureRead More
Bond markets will tussle between rate cut expectations and higher borrowing expectations leading to range bound bond yields until there is a clear signal on either one or both of tRead More
The US Federal Reserve (Fed) chairman Ben Bernanke made a case for more quantative easing to reduce unemployment in the US, which at 8% levels is over 200bps above long term averagRead More
The short end of the yield curve offers attractive returns despite the curve moving down over the last six months. Yields on money market securities and short term bonds have come Read More
Why is the Shanghai Composite Index the worst performing equity index? China’s benchmark equity index the Shanghai Composite Index (Index) is the worst performing equity index on aRead More
Action Use existing resources to reduce your mortgage when times are uncertain Reducing your mortgage Ravi’s friend Vinod had bought a house that cost him quite a penny. Vinod had Read More
Top Down and Bottom Up approach to portfolio selection. Portfolio selection will also differ from investor to investor. Portfolio selection could be based on many factors includingRead More
Identifying the Indian Apple-Part 13 The analysis of auto stocks in the BSE auto index (part 11 and 12 of Identifying the Indian Apple series) helped us identify two stocks, TVS MoRead More
Denial is everyday news now. The government denies any wrongdoing anywhere and instead castigates it’s own agencies for doing their job. Companies deny any poor governance when anaRead More
RBI released the report on enhancing liquidity in the government bond and interest rate derivative (IRD) market on the 13th of August 2012. I thank RBI for taking my inputs and recRead More
The government bond yield curve in the US is upward sloping, which is what a normal yield curve should be. Let us analyse why US yield curves are normal. Chart 1 shows the upward sRead More