Indian equity indices closed negative week on week as did the Indian Rupee. Domestic issues of weak IIP (Index of Industrial Production), higher NPA’s (non performing assets) reporRead More
Liquidity is becoming a structural issue again RBI will have to judge whether the phenomenon in rising trade deficit, weak INR and falling bank deposits is temporary. If it is not Read More
ECB should take a leaf out of RBI’s books How can Italy’s problem be solved? One way is to move out of the Euro and make the debt denominated in Lira (Italian currency before the ERead More
Markets following the 1990’s pattern is positive  The current state of the market and the economy reminds one of the 1990’s. India had problems of inflation and bad loans. TwRead More
“Three green bottles hanging on to the wall. If two green bottles should accidently fall, there will be one green bottle hanging on to the wall”. This nursery rhyme applies to the Read More
Action Do not rush to prepay your home loan if you have the liquidity. There are benefits of holding cash and running a home loan. Look at return expectations on financial assets bRead More
Why do central banks intervene in currency markets and what are the consequences of such intervention? Central banks intervene in currency markets to either prevent their currencieRead More
RBI should not let go of its medium term inflation target of below 5% Inflation targeting should be the first and primary objective of the RBI. The other objectives should be seconRead More
The uncertainty on what bonds to trade and what bonds not to trade is going out of the bond market. The RBI introduced a new ten year benchmark bond in last week’s government bond Read More
The events of last week will have its impact on the markets this week. The call for a referendum on the EU (European Union) bailout package and on remaining in the Euro by the GreeRead More
One thing is certain, debt will be difficult to raise Debt and lack of availability of debt is the biggest threat to many Indian companies going forward and investors should avoid Read More
It is short term negative but look to buy the Index in market falls The surprise call for a referendum on accepting EU (European Union) terms for a Greek bailout has sent the markeRead More
click here to download tutorial presentation The corporate bond market is the only market that is not electronically traded. It is a telephonic market where buyers and sellers concRead More
The general public should start behaving like capitalists. The idea of investing is to make money, the other stuff like doing good for the nation etc. can come later. An FII investRead More
Different types of equity The two main types of equity shares are a) Common shares and b) Preference shares. Common shares are shares that are not preference shares while preferencRead More