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
RBI cut CRR (Cash Reserve Ratio) by 75bps post market hours on Friday the 9th of March 2012. The larger than expected CRR cut (market was expecting 50bps) can be attributed to fourRead More
A 75bps CRR (Cash Reserve ratio) cut by the RBI is more than a liquidity easing measure. The market was expecting a 50bps CRR cut in the RBI policy review on the 15th of March and Read More
Greece has effectively reduced its debt by Euro 100 billion and has secured Euro 130 billion of bailout funds from the EU (European Union). Greece has achieved the debt reduction aRead More
Gold is losing its flight to safety value and at levels of USD 1700/oz is trading near its all time peak of USD 1895/oz. The USD outlook is not highly negative  for gold to move upRead More
Identifying the Indian Apple-Part 3 The offshoot of the analysis for identifying the next Indian Apple, is picking out ING Vysya Bank as a good buy at Rs 325 for gains of 100% overRead More
Budget 2012-13 will see the government depending more on non tax revenues rather than on tax revenues to show revenue growth. There is very little room for tax cuts in both direct Read More
A fiscally constrained government that is using up most of its resources for paying interest and subsidies and spending on defence and social schemes will find it difficult to earmRead More