Weekly Round Up - 10th May 2013

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10th May 2013

Weekly Round Up - 10th May 2013   Hi Promofree Weekly Round Up gives you all the analysis and reports published by us during the week Friday Podcast 10th May 2013 Gilt Funds – Good Risk Reward Potential Government bond yields are falling and are expected to fall further. In the last one year the benchmark ten year government bond yield has fallen from 8.60% to 7.60%, a fall of 100bps. click here to listen to the podcast Fixed Income Investing Series 30 Why the Ten Year GOI Yield will fall to 7% Bond market volumes touched all time highs of Rs 123,725 crores on electronic screen on the 9th of May 2013. Ten year benchmark government bond yields dropped to levels last seen in July 2010 on the back of heavy demand for government bonds. click here to read full analysis Fixed Income Investments Tutorials Series 42 Fundamentals of the Credit Default Swap (CDS) Market CDS is a derivative transaction where a bondholder can hedge credit risk by buying credit protection. The protection buyer pays the seller of credit protection a certain sum of money for transferring out the credit risk from his books. click here to read full analysis Fixed Income Investing Series 29 Short Term Debt Funds What Returns Can You Expect ? Short term debt funds invest in a mix of short maturity government bonds and corporate bonds. Depending on the interest rate and credit spread outlook the debt funds vary the portfolio maturity in a range of one to four years and also the mix between risk free securities and credit risk bearing securities. click here to read full analysis Selecting Stock For The Future Series 52  Model Portfolio for the Future The model portfolio for the future is a 19 stock portfolio that aims to capture the broad macro and micro trends we see in the current and future market environment. click here to read full analysis Weekly Fixed Income Market Analysis New Ten Year Bond Yield Cut Off Will Come in at 7.60% The bond market is anxiously waiting for the government to announce an issue of a new ten year bond. The current ten year benchmark bond, the 8.15% 2022 bond is no longer a ten year maturity bond and with an outstanding issuance of Rs 76,000 crores the bond is close to RBI’s cap on single security outstanding amounts of Rs 80,000 crores. click here to read full analysis Weekly Equity Market Analysis Rate Cuts, US Job numbers To Drive Sensex Over 20,000 The Sensex is just 2.5% away from the psychological level of 20,000, a level that it last saw in January 2013. The momentum is highly positive for equities at present and the Sensex is likely to cross 20,000 and stay above the level for a while to come. click here to read full analysis Monthly E-book April 2013 The Monthly E Book is a collation of all analysis and reports published by us during a month. click here to download  Link Between Currencies, Commodities and Equities Series Why The INR Will Strengthen By 10% Against The USD In This Fiscal Year The INR is trading at levels of Rs 53.90 to the USD, just over 5% from all time lows of Rs 57 seen in June 2012. The currency can appreciate by 10% in fiscal 2013-14 to levels of Rs 48.5 to the USD.  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.