Weekly Round Up 12th July 2013

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13th July 2013

Weekly Round Up 12th July 2013   Hi Promofree Weekly Round Up gives you all the analysis and reports published by us during the week. Friday Podcast 12th July 2013 Do not Position Portfolios based on Central Bank Policies Central Banks policies and actions can lead to short term volatility and also give people like us something to write or talk about. However do not let central banks actions lead you away from your longer term objectives. Let the traders play the volatility while you ride out the short term volatility for longer term gains. click here to listen to the podcast Personal Finance Articles General Why Indian Equities and Bonds will perform much better than Gold and Real Estate Financial assets in India are looking much better than physical assets in terms of potential returns given the risk taken. Investments in Indian equities and bonds are likely to generate much better returns going forward than investments in gold and real estate. click here to read full analysis Economy Analysis  Why India is a Buy Rather than a Sell Now The reversal of the USD fortunes is a lesson for many India bashers. In continuation to this article where many USD bears have been forced to rethink on their analysis, sell India analysts will be forced to rethink on their analysis going forward. click here to read full analysis Economy Analysis  Everybody said “Sell the US Dollar” The US Dollar (USD) is looking strong. The US economy is showing signs of steady growth ahead even as economies from the Eurozone to China are floundering. The US Federal Reserve (Fed) is looking to remove monetary accommodation while central banks from the ECB to Bank of England and Bank of Japan are committed to provide monetary stimulus for many more years to come. click here to read full analysis Weekly Fixed Income Market Analysis  US Payroll Numbers to Keep the Bond Market Nervous The better than expected June 2013 job numbers in the US took up ten year US treasury yields by 20bps. The benchmark ten year US treasury closed last week at levels of 2.73%, the highest level seen since August 2011. US ten year treasury yields are up by around 120bps from lows seen in August 2012. click here to read full analysis Weekly Equity Market Analysis USD to Strengthen Further The June employment data for the US has come better than consensus estimates with 195,000 jobs added compared to 195,000 added in the month of May that was revised from 175,000 job additions. The factory orders data for the US showed a 2.1% increase in the month of May and a revised 1.3% growth in April. 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.