Weekly Round Up

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6th April 2013

Weekly Round Up week ended 5th April 2013   Hi Promofree Weekly Round Up gives you all the analysis and reports published by us during the week. Friday Podcast -  The Gain is in the Pain India is in a mess at present, a mess that will take at least two more years to clean up (only partially). The gain to savers investing in equity and debt lies in this cleaning up of the mess. Click here to listen to the Podcast Currency Article General -  CAD is High but Currency Markets Will Not Panic India’s record high CAD (Current Account Deficit) of 6.7% of GDP for the third quarter of fiscal 2012-13 is worrisome but definitely not a cause for panic for the Indian Rupee (INR) Click here to read Currency Article General Link Between Currencies, Commodities and Equities Series 25 -  Interest Rate Arbitrage Interest Rate Arbitrage (Carry Trades) refers to the practice of borrowing in low interest rate currencies and investing in high interest rate currencies to earn the spread.  Click here to read Interest Rate Arbitrage Fixed Income Investments  Tutorials 41- The Repo Market in India Repo (Repurchase Option) transactions in India take place in Government Securities, Treasury Bills and State Development Loans (SDL). Repo in corporate bonds is permissible but the market is yet to pick up. Click here to read The Repo Market in India   Weekly Equity Market Analysis -   Politics, Economy and Corporate Results to Drive Sensex, Nifty and INR The constant political standoff between key allies in the coalition government at the center is giving rise to speculation of mid term polls. The current government’s term ends in 2014 but if there is a split in the coalition, mid terms polls in 2013 is likely. Political uncertainty creates volatility in markets. Click here to read Weekly Equity Market Analysis Weekly Fixed Income Market Analysis-   New Ten Year Bond Yield Cut Off to be Affected by CAD and Political Worries Bond markets will expect the government to issue a fresh on the run ten year benchmark bond in its Rs 15,000 crores bond auction scheduled for the 5th of April 2013. Click here to read Weekly Fixed Income Market Analysis Arjun Parthasarathy www.investorsareidiots.com arjun@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. © InvestorsAreIdiots.com. All rights reserved. Not interested in receiving emails from us? Click to unsubscribe.

 

The Repo Market in India