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.