Equities rallied from a mid week slump on hopes of central banks, from the ECB to the RBI, easing monetary policy. ECB (European Central Bank) president Draghi talked up markets wiRead More
Identifying the Indian Apple-Part 11 TVS Motors at Rs 38 offers  good potential even as the two wheeler market in India goes into a difficult period with expected sales slowdown anRead More
In tutorial two on equity research analysis we identified two primary types of information required to carry out stock specific analysis.  The two types of information identified wRead More
Yield curves plot the yield and maturity of fixed income securities that have similar characteristics and similar credit risk profiles. Government bond yield curves plot governmentRead More
The most abused word in the current economic environment is “Policy Paralysis”. The word “Policy Paralysis” is an excuse for non performance and is widely used by corporates to givRead More
The extremely low levels of implied volatility on Nifty index near month put options suggest that markets will not see a strong directional move especially on the downside. Low impRead More
The monsoons have been 22% below normal as of third week of July 2012 and the weak monsoons are raising the prospect of higher food prices. Higher food prices take up the overall iRead More
Fixed Income Investing Series Do not time rate cuts if you are positive on interest rates coming down  Arjun Parthasarathy Published: 20th July 2012 RBI first quarter monetary poliRead More
RBI should factor in a potential “Fiscal Cliff” event in the US in its policy review on the 31st of July 2012. Global bond markets are factoring in the worst for economic growth whRead More
RBI should use the lower than expected June inflation numbers to cut the repo rate by 50bps in its 31st July 2012 policy review. If RBI waits for further conformation of inflation Read More
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