Weekly Round Up - 31st May 2013

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1st May 2013

Weekly Round Up - 31st May 2013   Hi Promofree Weekly Round Up gives you all the analysis and reports published by us during the week. Market Movement Analysis June 2013 Japanese Yen Volatility to Dominate June Trading The Japanese Yen is fluctuating sharply against the USD at lower levels. The Euro is weakening against the USD. INR is feeling the effects of a strong USD and is threatening to test all time lows. click here to read full analysis Friday Podcast 31st May 2013 Negative Carry May Affect Bidding for IIB The Government of India has announced the first issue of Inflation Indexed Bonds (IIB) since 1997. The bonds are to be issued for an amount of Rs 1000 crores through a competitive bidding process on the 4th of June. click here to listen to the podcast Fixed Income Article General  Surge in US Treasury Yields – Is it Good or Bad for INR Bonds Ten year US Treasury (UST) yields have surged by 50bps over the last one month and at yields of 2.22% are trading at highest levels seen since April 2012. On the other hand Indian ten year bond yields have dropped by 35bps over the last one month and at 7.15% levels are trading at the lowest levels since September 2009. click here to read full analysis Equity Article General Foundations of this Market Rally are Strong Dow, S&P 500 and German Dax at record highs, Nikkei up over 60% over the last one year and Sensex and Nifty at just off a few percentage points off record highs. US in sluggish economic growth, Eurozone in recession, Japan in deflation and India growth at decade lows. click here to read full analysis Equity Investments Tutorial 43 Domestic Pharma Market India Pharma sector satisfies around 70% of its domestic demand. The domestic pharma sector is expected to grow at 13% to 14% CAGR (Compounded Annual Growth Rate) for the next seven years. click here to read full analysis Weekly Fixed Income Market Analysis  Liquidity will Improve on Government Release of Funds to Oil Companies The government has agreed to release Rs 45,000 crores of subsidy payments to oil companies for the subsidy bill of 2012-13. The funds paid to oil companies will improve system liquidity. click here to read full analysis Weekly Equity Market Analysis  Equities Will Stutter But Regain Posture Equity markets stuttered last week on worries of the Fed easing monetary stimulus and on worries of economic growth in China. The Fed had spoken about likely easing off of bond purchases in its next few policy meets while China’s manufacturing PMI saw a contracting in May (preliminary reading). click here to read full 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.

Weekly Round-Up Week Ended 31st May 2013

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1st June 2013

Weekly Round-Up Hi Promofree Weekly Round-Up gives you all the analysis and reports published by us during the week.  Surge in US Treasury Yields - Good or Bad for INR Bonds? Ten year US Treasury (UST) yields have surged by 50bps over the last one month and at yields of 2.22% are trading at highest levels seen since April 2012. On the other hand Indian ten year bond yields have dropped by 35bps over the last one month and at 7.15% levels are trading at the lowest levels since September 2009. Click here to read full analysis Market Movement Analysis June 2013 - Japanese Yen to Dominate June Trading  The Japanese Yen is fluctuating sharply against the USD at lower levels. The Euro is weakening against the USD. INR is feeling the effects of a strong USD and is threatening to test all time lows. The currency market volatility is hitting equities with the Nikkei down over 13% from highs. The Sensex and Nifty are seeing sharp fluctuations at higher levels. Click here to read full analysis Friday Podcast - Negative Carry May Affect Bidding for IIB The Government of India has announced the first issue of Inflation Indexed Bonds (IIB) since 1997. The bonds are to be issued for an amount of Rs 1000 crores through a competitive bidding process on the 4th of June. The maturity of the IIB is ten years. IIB issued by the government as part of its scheduled borrowing program carries all characteristics of a government bond including repo and SLR (Statutory Liquidity Ratio) status.   Click here to listen to the Podcast Foundations for this Market Rally are Strong The bulls are saying fundamentals are improving while the bears are saying cheap liquidity will vanish.  Bulls are buying while bears are waiting to buy gold that has crashed by 26% from highs seen in 2011. Are the market bulls over optimistic? Will the bears be right on equities crashing and gold rising? Click here to read full analysis Weekly Equity Market Analysis - Equities Will Stutter but Regain Posture Equity markets stuttered last week on worries of the Fed easing monetary stimulus and on worries of economic growth in China. The Fed had spoken about likely easing off of bond purchases in its next few policy meets while China’s manufacturing PMI saw a contracting in May (preliminary reading). Click here to read full analysis Weekly Fixed Income Market Analysis - Liquidity will Improve on Government Release of Funds to Oil Companies The government has agreed to release Rs 45,000 crores of subsidy payments to oil companies for the subsidy bill of 2012-13. The funds paid to oil companies will improve system liquidity. Liquidity as measured by daily average bids for repo in the LAF (Liquidity Adjustment Facility) of the RBI was in deficit of around Rs 97,000 crores last week. Liquidity deficit was Rs 103,000 crores in the week before last. Click here to read full 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.

Weekly Round-Up Week Ended 31st May 2013

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1st June 2013

Weekly Round-Up Hi Promofree Weekly Round-Up gives you all the analysis and reports published by us during the week.  Surge in US Treasury Yields - Good or Bad for INR Bonds? Ten year US Treasury (UST) yields have surged by 50bps over the last one month and at yields of 2.22% are trading at highest levels seen since April 2012. On the other hand Indian ten year bond yields have dropped by 35bps over the last one month and at 7.15% levels are trading at the lowest levels since September 2009. Click here to read full analysis Market Movement Analysis June 2013 - Japanese Yen to Dominate June Trading  The Japanese Yen is fluctuating sharply against the USD at lower levels. The Euro is weakening against the USD. INR is feeling the effects of a strong USD and is threatening to test all time lows. The currency market volatility is hitting equities with the Nikkei down over 13% from highs. The Sensex and Nifty are seeing sharp fluctuations at higher levels. Click here to read full analysis Friday Podcast - Negative Carry May Affect Bidding for IIB The Government of India has announced the first issue of Inflation Indexed Bonds (IIB) since 1997. The bonds are to be issued for an amount of Rs 1000 crores through a competitive bidding process on the 4th of June. The maturity of the IIB is ten years. IIB issued by the government as part of its scheduled borrowing program carries all characteristics of a government bond including repo and SLR (Statutory Liquidity Ratio) status.   Click here to listen to the Podcast Foundations for this Market Rally are Strong The bulls are saying fundamentals are improving while the bears are saying cheap liquidity will vanish.  Bulls are buying while bears are waiting to buy gold that has crashed by 26% from highs seen in 2011. Are the market bulls over optimistic? Will the bears be right on equities crashing and gold rising? Click here to read full analysis Weekly Equity Market Analysis - Equities Will Stutter but Regain Posture Equity markets stuttered last week on worries of the Fed easing monetary stimulus and on worries of economic growth in China. The Fed had spoken about likely easing off of bond purchases in its next few policy meets while China’s manufacturing PMI saw a contracting in May (preliminary reading). Click here to read full analysis Weekly Fixed Income Market Analysis - Liquidity will Improve on Government Release of Funds to Oil Companies The government has agreed to release Rs 45,000 crores of subsidy payments to oil companies for the subsidy bill of 2012-13. The funds paid to oil companies will improve system liquidity. Liquidity as measured by daily average bids for repo in the LAF (Liquidity Adjustment Facility) of the RBI was in deficit of around Rs 97,000 crores last week. Liquidity deficit was Rs 103,000 crores in the week before last. Click here to read full 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.

Catch up on all buzzing stories of the week!

THE ECONOMIC TIMES Sat, Jun 01, 2013 | 10:48 AM IST Weekly Platter Newsletter

Infosys starts process to identify candidates for CEO post For the first time, the board may also rope in a search firm which will help short-list external candidates, according to a source. read more India probably world's 3rd largest economy: OECD Until around 2020, China is set to have to highest growth rate among major countries, but could be then surpassed by India, it further said. Japan to sell bullet train technology to India: Report The Mumbai-Ahmedabad rail line would stretch 500 kilometres (312 miles) at a cost of up to one trillion yen, a newspaper report said.

Editor's Pick In a first for India, Gujarat plans 5-yr export policy Gujarat is mulling a five-year export policy to focus on value-added exports in sectors such as textiles, agriculture & dairy. 5 ways in which Apple, Google cut taxes on global profits Some of the largest US multi-national companies resort to ingenious—though legal—practices to pay virtually no tax on their non-US profits. OECD says India is world's third-biggest economy. So what? Being called the No.3 economy is feel-good, but India still remains behind many countries, some of which have suffered more than us in civil strife or terrorism. Logan to Duster: Renault's road to becoming India's premier auto-maker With a sharp difference between diesel and petrol prices, many customers were opting for cars powered by the cheaper fuel.

Most Popular This Week Cognizant displaces Infosys, becomes second-largest Indian IT firm Cheaper iPhone 5, S4 at e-retailers: Stop this say Reliance Digital, eZone Save more! PF set to cover all pay, not just basic pay Samsung unveils Galaxy S4 Mini with 4.3 inch screen Mercedes-Benz A-Class launched at Rs 21.93 lakh

Story of The Week India's FY13 GDP growth hits decade low of 5% The data dampened market hopes for another interest rate cut at the central bank's policy review on June 17. read more

Money Is your income tax return complete? Here are some caution points The financial year has ended and we are again at the tax filing time of the year, some caution points would ensure an error free tax return filing. Forced to prepay gold loan? Here's what you can do Here's what you can do if you have been asked by your bank to prepay the entire gold loan immediately or increase the collateral.

Stock Round Up Investor wealth slides by over Rs 1 lakh cr as shares tank Dragged down by massive selling in stock market, investors wealth worth over Rs 1L cr wiped out with Sensex falling by over 450 points.

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