In this edition of selecting stocks for the future, we will analyse and see whether the Oil and Gas sector can lead the Nifty in the future. The fact that the oil and gas sector isRead More
The lack of a QE3 (Quantative Easing) announcement by the US Federal Reserve (Fed) led to large scale risk aversion trades by investors globally. Equities fell, commodities fell, URead More
Government bond yields grudgingly went down by a few basis points week on week on the back of a plunge in global bond yields and global commodity prices. The lack of an announcemenRead More
The link between currencies, commodities and equities has never been as apparent as in the August-September 2011 period. A broad risk reversal trend boosted the US Dollar  (USD) whRead More
What should investors not do now? The Fed has pulled the plug out of the market and all risk assets are in a free fall. The lack of another round of quantative easing by the US FedRead More
There is a broad trend towards safe haven assets including the US Dollar (USD) post the US Federal Reserve meeting held on the 21st of September 2011. The USD rallied against most Read More
Mutual funds can reduce cost to investors by using Internet as a medium Sales and marketing expenses account for over 75% of an Asset Management Company’s total expenses. The commiRead More
Credit risk is the risk of default by an issuer of a bond. Bonds issued by any other entity apart from the government are termed as corporate bonds. Government bonds do not carry cRead More
RBI will have to think out of the box on liquidity RBI will have to think out of the box to ease an expected liquidity tightening situation. Banking system liquidity is expected toRead More
The best advice is available at a reasonable price The time when the transactor was also the advice provider is over. Investors do not have to depend on the transactor for advice aRead More
There are four factors that affect the share price of a company- a) Company specific factors b) Market specific factors c) Sector specific factors and d) Economy specific factors. Read More
The repo rate hike of 25bps by the RBI in its policy review on the 16th of September was widely expected by the bond market and was not a factor in bond yields moving up week on weRead More
The volatility is not done yet. The global issues that caused heightened volatility in the equity and currency markets last week has not died down. The threat to Eurozone stabilityRead More
Central bank intervention in currency markets has picked up considerable pace in the last one month. The SNB (Swiss National Bank) started off the process by selling Euros at CHF (Read More
The 25bps hike in repo and reverse repo rate by the RBI is a reinforcement of its anti inflationary stance. The market reconciled itself to a rate hike post the August inflation nuRead More