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The UST yield curve fall suggest multiple rate cuts by the Fed going forward. The Fed had been hiking rates for the last couple of years and the change in rate stance will lead to Read More
Arvind Subramanian who was former Chief Economic Adviser to the Government of India during 2014-18 period, recently published a research paper on India GDP mentioning that during 2Read More
FIIs/FPIs have bought Indian equity shares worth Rs.79 billion and Rs. 19 billion in May 2019 and till now in June 2019 respectively. The Nifty Index futures witnessed marginal falRead More
Interest rate curves fell sharply last week on the back of multiple positive cues for rates. Globally, UST yields and German Bund yields have collapsed on the back of rising expectRead More
Who can you trust nowadays? We have seen blue chip companies fall sharply in value on management concerns (Eg Sun Pharma). We have seen AAA rated companies default (IL&FS, DHFLRead More
Fed rate cut bets pushed down yields on the 10 year UST and also drove down the USD against global majors. Read our Global Bond and Currency Market Analysis for Fed Rate Cut Bets DRead More
FIIs/FPIs have bought Indian equity shares worth Rs.79 billion and Rs. 19 billion in May 2019 and till now in June 2019 respectively. The Nifty Index futures witnessed rise in openRead More
The cut in Repo Rate by 25bps and change in policy stance from neutral to accommodative was expected by the market. Inflation projections are largely benign while there is concern Read More
The 4th April RBI monetary policy has a lot of significance to markets and your investments. Arjun Parthasarathy will take all your questions on the policy at 2:30 pm on the on 6thRead More
Results for Q4 2018-19: – This company has reported Q4Fy19 results, revenue from operation grew by 0.07% (Y-o-Y) & 39.85% (Q-o-Q), EBITDA margin contracted by 216 bps (Y-Read More
Multi cap, Small Cap and Mid Cap funds have outperformed BSE S&P Sensex in the month of April 2019. Strong FII flows into domestic markets helped Mid Cap & Small Cap stocksRead More
The sharp deceleration in GDP growth in the 4th quarter of fiscal 2018-19, with growth at 5.8% against full year 2018-19 growth of 6.8%, could prompt RBI to cut rates by 50bps in iRead More
FIIs/FPIs have bought Indian equity shares worth Rs. 211 billion and Rs.79 billion in April 2019 and May 2019 in May 2019. The Nifty Index futures witnessed rise in open interest bRead More
The 4th April RBI monetary policy has a lot of significance to markets and your investments. Arjun Parthasarathy will take all your questions on the policy at 2:30 pm on the on 6thRead More
Dear Advisory Client, I am the first to admit some errors in judgement on  stocks in your recommended portfolio. It does happen that we do not sell a stock at high price and then iRead More

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