Weekly Round Up 21st June 2013

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22nd June 2013

Weekly Round Up - 21st June 2013   Hi Promofree Weekly Round Up gives you all the analysis and reports published by us during the week. Currency Articles General India is Not Mature Enough to Handle High Debt Flows Dr. Raghuram Rajan, you are one of the very few economists worldwide who understand markets and we all respect you for that very reason. You do not let esoteric economic theory affect your practical views on market behaviour. click here to read full analysis Friday Podcast 21st June 2013 Build Your Portfolio in this Market Fall Equities, bonds and currencies reacted negatively to the US Federal Reserve statement of stopping bond purchases in mid 2014. The Fed sees better prospects for the US economy in 2014 and hence sees no necessity to continue liquidity infusion into the system.  click here to read full analysis Personal Finance Articles General Ben and You The US Federal Reserve (Fed) Chairman is truly powerful as his actions affect your investments. The reason that Ben Bernanke the Fed Chairman can determine the value of your investments in Indian assets including equities and bonds is the fact that the Fed is seen as a supplier of cheap liquidity to global financial markets. click here to read full analysis Fixed Income Investment Tutorial Series 43 Interest Rate Swap Interest Rate Swap is an exchange between two parties of interest rate obligation on an agreed amount of notional principal for an agreed period of time. click here to read full analysis Personal Finance Articles General Invest with Fear but do not let Fear Drive Your Investments Investors have a lot to fear in this current market environment. On the domestic front there are fears of weakening economy, rising inflation, Rupee (INR) weakness and fluid political scenario. click here to read full analysis RBI Policy 17th June 2013 The INR will be Key to Policy Rates in the Near Future RBI kept benchmark policy rates unchanged in its policy review today. The guidance provided by the central bank suggest that apart from growth-inflation trajectory the balance of payment situation will be key to conducting monetary policy in the coming months. click here to read full analysis Weekly Fixed Income Market Analysis  Bond Yields Peaking Out Bond yields are peaking out and post RBI mid quarter policy review on the 17th of June, yields are likely to stabilize at higher levels and then look to trend down on expectations of rate cuts in its July policy review. click here to read full analysis Weekly Equity Market Analysis  Rate Cut Bets are Out of Market The INR touched all time lows of Rs 58.96 to the USD last week on the back of a broad sell off in emerging market assets. The Sensex and Nifty touched two month lows on INR weakness. However the markets recovered from lows on the back of positive inflation numbers. 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.