Bond yields fell by around 5bps last week on the back of a sharp fall in five year OIS yields. Five year OIS (Overnight Index Swaps) yield fell 21bps week on week to close last weeRead More
The first big result of the first quarter 2012-13 earnings season saw Infosys disappointing with weak guidance while TCS kept IT sector hopes up with defiant language. The IT indexRead More
India’s economic data for the first quarter of 2012-13 is implying sluggish growth for the economy. Industrial production, trade activity, vehicles sales, bank credit and deposit gRead More
The Investment Survey response has shown that you are on the right track on equities and gold. However on fixed income investments you are still diffident while on real estate manyRead More
What is Investment Philosophy? Investment Philosophy is your approach to selecting investments for your portfolio. Every individual has a unique way of looking at investments and tRead More
A long bear market brings out the ugly from the bad. Investors have seen many of their investments dip by over 70% with some of them dipping by 90% and above over the last four to Read More
Government should have faith in its agencies  The ministry of corporate affairs seeking a report from Registrar of Companies (ROC) on the ongoing issues in an Rs 425 crores market Read More
Duration gives the approximate percentage change in a bond’s price to change in interest rates. A duration of 6.5 years for a ten year bond suggest that for every 100bps change in Read More
Equity research analysis is all about interpreting information, which requires assimilating all relevant information on a company under analysis. The first step towards analysing cRead More
The risk of the unknown is too high in many stocks  The fallout of a long bear market is that skeletons tumble out of cupboards. India has had more than its fair share of stocks thRead More
Liquidity conditions are looking more positive on the back of weak credit growth, RBI bond purchases and government spending. If the falling liquidity trend continues, the market wRead More
Bond market reaction to rate cuts by the ECB (European Central Bank) and PBOC (People’s Bank of China) was muted as the market is more focused on domestic factors of inflation and Read More
The Euro lost close to 3% against the USD last week as the ECB cut rates by 25bps. ECB policy rates are at record lows of 0.75%. The rate cut by the ECB has raised expectations of Read More
Interest rate environment is dynamic and knowing where to invest in a particular interest rate environment is important for the performance of your fixed income investments. We havRead More