India economic data is looking brighter but it is not being reflected in government and corporate confidence. IIP (Index of Industrial Production) growth for the month of November Read More
Action Portfolio diversification should not be carried out for the sake of diversification. In fact diversification can add volatility to the portfolio if some asset classes are asRead More
Ten stocks in the Nifty index that will give you Nifty index beating returns in the next couple of years are selected. Table 1 lists the ten Nifty stocks that should be in your porRead More
Investors have to feel protected by regulators  Indian markets have the best in class technology and the worst regulatory laws. The technology used by the country’s top equity, curRead More
The Euro is exhibiting signs of becoming a carry trade currency. Carry trade is when markets borrow in one currency to fund the purchase of assets in another currency. The end resuRead More
ECONOMICS OF MARKETS India’s tryst with the “impossible trinity” of global finance T.B.Kapali Management of foreign capital flows has been one of the foremost challenges for IndianRead More
Positive economic data helped markets make a good start to the New Year. Manufacturing data in the US showed growth at the fastest pace in six months while India recorded good manuRead More
Government bond yields fell sharply week on week on the back of expectations of rate cuts by the RBI. The bond market shrugged of higher bond supply and took down benchmark bond yiRead More
Tax free bonds are issued by entities such as NHAI (National Highways Authority of India) and PFC (Power Finance Corporation) as they are important to the government in terms of buRead More
Debt funding The primary reason a company finances its activities through borrowing is that it improves the EPS (Earnings Per Share) leading to better market valuations for its shaRead More
Interest rates are a function of demand and supply. If demand for government bonds are higher than supply of government bonds interest rates on government bonds will fall and vice Read More
You are on your own my friend What is similarity between a politician wooing a voter and the financial industry wooing an investor? Both the voter and the investor end up being dumRead More
RBI buying of government bonds, for whatever reason, whether to fund the government or to add liquidity is seen as supporting a government that is not able to control its finances.Read More
If you are investing in Muthoot Finance NCD’s invest with your eyes wide open and understand the risks outlined here. Muthoot Finance a NBFC (Non Banking Finance Company) rated AA-Read More
The fourth quarter of the fiscal 2011-12 is going to be a hectic time for bond markets in terms of supply. The government is scheduled to borrow Rs 120,000 crores through issue of Read More