Saturday 19 January 2013

Sensex at 20,000- We anticipated it long ago

 

 

 


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Sensex and 20,000 and GDP growth at 5.5%. How true.     

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Analysis 

Sensex 20,000 GDP Growth 5.5%

Published 1st September 2012

The headlines itself is an anomaly. The Sensex, which is currently at levels of 18,500 is expected to move up by another 8.1% to 20,000 levels in the next few months. 

Read full analysis

Sensex 20,000 and ten year bond at 7.85% for January 2013 prediction

Weekly equity market analysis week ended 4th January 2013

Global equity rally to continue

The good start for equities in 2013 will continue on the back of many positives. On the global front, the positive US jobs numbers for December 2012 and positive manufacturing data from China to Europe will drive equities higher. The temporary fix to US “Fiscal Cliff” gives markets time to evaluate future options for the US government in tackling its debt. US policy makers have a lot of work ahead in terms of increasing the debt ceiling and working through budget cuts and tax hikes. 

Read full analysis

Weekly fixed income market analysis week ended 4th January 2013

Bond rally has more steam left

The bond market may well take down bond yields by another 15bps to 20bps going into the policy review. However once the policy is over and supply starts in February, which is also the budget month, markets will become cautious. Bond yields will rise from lows in end of January but that rise could be temporary if the government succeeds in presenting a budget that shows fiscal consolidation. 

Read full analysis

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Regards

 

Arjun Parthasarathy

Editor: Investors are Idiots.com

www.investorsareidiots.com

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Information herein is believed to be reliable but the editor of Investors are Idiots.com Arjun Parthasarathy does not warrant its completeness or accuracy. Opinions and estimates are subject to change without notice. This information is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The financial markets are inherently risky and it is assumed that those who trade these markets are fully aware of the risk of real loss involved. Unauthorized copying, distribution or sale of this publication is strictly prohibited. The author of the articles may have investments in instruments that are the subject of the articles.

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