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
True value of restructured loans should be disclosed Restructuring is a polite form of default. The only difference between restructured loans and default is that the lender has toRead More
How to navigate the current macro environment Arjun Parthasarathy Published: 4th July 2012 RBI, ECB, Fed, PBOC, Greece, Spain, Italy, India, US, China, Japan are everyday factors tRead More
SEBI should use its resources more effectively SEBI is going to question fund houses on the underperformance of some of their schemes. Many mutual fund schemes have underperformed Read More
Equities across the globe received a positive thrust from the EU (European Union) summit held last week to sort out debt issues in the Eurozone. EU leaders agreed to open the EU baRead More
The new five year benchmark bond that was auctioned last week saw the cut off come in at 8.07% from initial traded levels of 8.11% in the when issued marked. The 8.07% 2017 bond isRead More
Equities will show resilience going forward Equities are showing resilience despite worries on economic growth sharply bringing down commodity prices. June 2012 saw oil prices dropRead More
Big bang announcements before Pranab Mukerjee vacated the FM seat was increasing FII limits in Indian government bonds by USD 5 billion and increasing overall ECB limits for IndianRead More
On any given day you will be flooded with advice on investments. TV channels showcase “experts” who recommend you to buy or sell stocks, bonds, currencies and commodities. Print anRead More
Setting relative return expectations Relative return is measuring the performance of your investment portfolio against a set benchmark. The benchmark could be anything, an index, sRead More
Identifying the Indian Apple-Part 10 The FMCG (Fast Moving Consumer Goods) industry is expected to grow at over 12% CAGR over the next few years. The top FMCG companies by market cRead More