US equity indices closed positive week on week on better than expected corporate results from majors such as Apple, Amazon.com and AT&T. The US economic growth for the first quRead More
Government bond yields rose to its highest levels seen since the beginning of April on worries of supply and liquidity. The government is scheduled to borrow Rs 63,000 crores each Read More
The performance of cash rich companies and high debt companies over the last one year has been similar, leading to questions on whether cash is a safe haven in troubled times. TablRead More
The yield curve is the plotting of yields of securities of similar credits with different maturities. A highly liquid and AAA rated corporate bond yield curve should be upward slopRead More
Identifying the Indian Apple-Part 5 The large cap IT stocks are trading at their lowest valuations in over fifteen years and this is lowering the attractiveness of tier 2 stocks. IRead More
Six question to answer on your portfolio There are three parts to your investment portfolio. The first part is broad asset allocation, the second part is allocation of securities wRead More
It is not cast in stone that the economy will continue to behave the way it did last year. That fact that the unthinkable happened when Chelsea beat Barcelona in the champions leagRead More
The corporate bond market saw a spurt of activity on the 23rd of April with Hindalco and Tata Steel privately placing ten year debt at 9.55% and 9.80% respectively. The amounts plaRead More
RBI Monetary Policy The Reserve Bank of India (RBI) is the monetary authority of the country. RBI sets the monetary policy with the objectives of price stability, economic growth aRead More
Valuation ratios such as the PE ratio look at the share price of a company in relation to factors such as EPS (Earning Per Share), book value per share and cash flow per share. TheRead More
The Sensex and Nifty closed positive week on week on the back of positive sentiments generated by a higher than expected 50bps rate cut by the RBI in its annual policy last week. TRead More
Bond markets have nothing to look forward to for the next couple of months except bond auctions. The steady stream of supply will keep bond yields ranged at higher levels despite aRead More
Media headlines are screaming on the government directive to banks to reduce loan rates. The fact the RBI cut the repo rate by 50bps in its annual policy for 2012-13 is seen as a sRead More
The similarity between agriculture and financial services in India is that the middleman makes all the money. The producer, who is the farmer or financial product manufacture and tRead More
The higher than expected 50bps repo rate cut by the RBI will make banks re-price their deposit rates downward. The reason is that borrowing costs for banks in the overnight marketsRead More