A strong US Dollar (USD) will lead equity markets higher in 2012. The US economy is looking the best amongst the worst and that includes India and China, leading to the US equity Read More
Investors should look forward to more positive sentiments in markets but given that this time around, the conditions for a market rally are different. They should be choosy about tRead More
Equity indices reacted to domestic issues rather than global issues with Indian and Chinese equity indices closing negative week on week. Markets in US, Europe and Japan closed posRead More
Bond markets had a bad week with RBI and the government delivering bad news. Bond yields rose 14bps last week with the ten year benchmark bond the 8.79% 2021 bond yield closing at Read More
Bond yields will face pressure in the near term on poor sentiments due to higher than expected government borrowing announced in the budget for 2012-13, but will then trend down, aRead More
12:45 PM: Arjun Parthasarathy  Customs duty on gold increased. The yellow metal is underperforming this year anyways  12:41 PM: Arjun Parthasarathy  Budget in a nutshell- made righRead More
The optics from the union budget 2012-13 is positive for markets with higher growth, lower inflation and lower fiscal and current account deficits. GDP growth is estimated at 7.6% Read More
Budget 2012-13 analysis The union budget for 2012-13 will be tabled in the parliament on the 16th of March 2012. We will be analyzing the budget for you to understand the key featuRead More
The bottom line of the mid term policy review is that policy rates of the repo will be reduced, but the timing will depend on the government. RBI has been sounding out its discomfoRead More
RBI has guided for lower repo rates down the line but it has kept the markets guessing on when and by how much. The central bank maintained policy rates status quo in its policy reRead More
The Indian economy faced many headwinds in fiscal 2011-12 leading to GDP growth coming off from 8.6% in fiscal 2010-11 to levels of around 7%. The economy in fiscal 2011-12 faced hRead More
Action Invest for retirement but do not invest worrying about retirement Worrying about your retirement corpus can work against your investments Ravi was suddenly worried about retRead More
The end result of expenditures being higher than revenues is the fiscal deficit. The fiscal deficit is financed predominantly by market borrowings (around 85%). Market borrowing isRead More
Bond markets go into an event driven week with the release of January 2012 industrial production growth data, February inflation numbers, RBI policy review and the union governmentRead More
Domestic and global cues will drive the Sensex, Nifty and the Indian Rupee higher this week. The repo rate cut of 75bps by the RBI, which was higher than the 50bps cut expected by Read More