Weekly market analysis- Growth or lack of it is positive and negative

 

 

Please add info@investorsareidiots.com to your address book to ensure delivery of our emails to your in-box. Hi Promofree   Weekly market analysis- Lack of growth is positive for bonds but negative for equities Follow me on twitter @investorsidiots for quick analysis on market developments   Weekly market analysis week ended 15th March 2013 Equity market analysis - Sensex and Nifty spooked by growth issues  Equity markets worried on GDP growth for 2013-14 with analysis forecasts coming in lower than government forecast of around 6.5%. Market expectations of the corporate sector showing recovery in the fourth quarter of 2012-13 is low with data from vehicle sales to tax collections showing a weak economy that is lacking in demand. Read full analysis Fixed Income market analysis- Rate cuts are on but no government bonds to buy The benchmark government bond the 8.15% 2022 bond saw yields rise 2bps week on week despite rate cut expectations. The other well traded bonds of 8.33% 2026 and 8.97% 2030 also saw yields close up 3bps each. On the other hand OIS (Overnight Index Swaps) yields and corporate bond yields trended down on the back of rate cut expectations. One and five year OIS yields fell 7bps each while five and ten year corporate bond yields fell 10bps each week on week. Government bonds will lag OIS and corporate bonds in terms of fall in yields as the market goes into a fresh government borrowing program starting April 2013.   Read full analysis Subscription Package The “No-Nonsense Pack” . Rs 20,000 per annum  Investors are Idiots.com believes in a No-Nonsense approach to investments. You get what you see, and what you see is straight forward, to the point analysis, discussions, tutorials and articles that is aimed at making your money work for you. The No-Nonsense pack gives you immediate access to more than 150 reports from the eight set of analysis, tutorials and reports  that will enable you to take sound investment decisions. You will also get all the reports and analysis published by us for the next one year. Separately you will have to pay Rs 64,000/- for all the seven series. You save Rs 44,000/- by subscribing to the No-Nonsense pack.    Click here for details of the No-Nonsense Pack   The Rich Investor   authored by Arjun Parthasarathy. On sale at bookstores  Click here for details of "The Rich Investor"   Have a good day Regards   Arjun Parthasarathy Editor: Investors are Idiots.com www.investorsareidiots.com       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. Copyright ¬© 2011 InvestorsareIdiots.com by Arjun Parthasarathy. Navi Mumbai. India