Friday, 30 August 2013

Weekly Round Up 30th August 2013

Untitled document
Can't see the pictures?
Select Display Images option shown above.
Add info@investorsareidiots.com to your address book to ensure delivery of our emails to your in-box.
View this email outside your inbox
Logo
 31st August 2013
 
Weekly Round Up 31st August 2013
 

Hi Promofree

 

Market Movement Analysis September 2013 Indonesia and Brazil have Raised Interest rates to stem Currency Volatility-India Should not Follow

Indonesian Central Bank raised benchmark policy rates by 50bps on the 29th of August to stem the trend of a falling Rupiah. Indonesia has raised rates by 125bps since June 2013.

click here to read full analysis

Fixed Income Investment Tutorials 45 

Collateralized Borrowing and Lending Obligation (CBLO), Call Money

RBI introduced CBLO in the year 2002-03. CBLO is for entities who do not have access to Call money markets, which is restricted to Banks and Primary Dealers.

click here to read full anlaysis

Currency Articles General

INR at 68-INR Will touch Rs 70 to the USD if RBI Hikes Rates

The Indian Rupee (INR) is trading at record lows of Rs 60.73 to the USD. Government bond yields rose to its highest levels in 45 days on the back of the weakening INR.

click here to read full analysis

Friday Podcast 30th August 2013 

Weekend Online Fixed Income and Currency Market Training Program

The Indian Rupee (INR) is making headlines everyday by depreciating to record lows against the US Dollar. The fallout of the INR fall is higher interest rates as RBI takes steps to stem the currency depreciation.

click here to listen to Podcast

Link Between Currencies, Commodities and Equities Series 29 

The US Dollar

The US economy runs a fiscal and current account deficit. US is the largest debtor nation in the world and over 30% of its debt is held by foreigners.

click here to read full analysis

Investors are Idiots.com - New Logo Presentation

We have adopted a new logo for Investors are Idiots.com to reflect our commitment towards you  and to emphasise our vision for the future.

click here to View presentation

Fixed Income Articles General 

Rupee at Rs 68 - RBI has to Reverse Liquidity Measures to alleviate Market Panic

Markets are panicking. The Food Security Bill and the Syria issue have taken the Indian Rupee (INR) to all time lows of Rs 68.75 to the US Dollar. The INR is down over 10% over the last ten days.

click here to read full analysis

Economic Analysis 

India is a Fashion Statement - You are "in" if you are Short India

Hedge Fund managers who typically frequent the same bars in upmarket areas of London, Hong Kong and Singapore greet each other with pleasantries that reflect their positions.

click here to read full analysis

Fixed Income Articles General 

IIB price fall due to rise in cost of holding the bond

India’s foray into IIB (Inflation Indexed Bonds)  has been disastrous. IIB were supposed to provide a hedge against inflation for investors but in fact it has wiped out capital for the early buyers of the bond.

click here to read full analysis

Selecting Stocks for the Future 

Portfolio Performance of Nineteen Stock Portfolio

The nineteen stock portfolio shows a decline of 11.53% and the Sensex value shows a decline of 4.56% from the recommended levels on the 6th of May 2013.

click here to read full analysis

Learn to be Your Own Fund Manager 

Part 27 Portfolio Maintenance

Portfolio maintenance is an on going process. Once you have spent time and effort in constructing an investment portfolio that is right for you, you would have to justify your efforts by maintaining your portfolio regularly.

click here to read full analysis

Video 

Deepika Kumaravel in Conversation with Arjun Parthasarathy

Deepika Kumaravel, Subscriber to Investors are Idiots.com, in a conversation with Editor Arjun Parthasarathy on future for the markets and investors and why recession creates terrific opportunities for businesses.

click here to view video

Weekly Fixed Income Market Analysis 

Bond Yields to go up before coming off

The ten year benchmark bond, the 7.16% 2023 bond saw yields rise to over 9.4% levels last week before RBI stepped in to reduce fear in the bond market.

click here to read full analysis

Weekly Equity Market Analysis 

Sensex and Nifty Recover from Yearly Lows as RBI Intervenes to Support INR

The Sensex and the Nifty declined on a week on week basis by 0.42% and 0.65% respectively on account of the INR depreciating to record lows of Rs.65.56 to the USD last week.

click here to read full analysis

Sunday Cartoon

Government and RBI trying to keep Rupee from going down and investors are getting trampled in the bargain.

click here to view cartoon
 
image  
 

Arjun Parthasarathy

Website:www.investorsareidiots.com
Email:arjun@investorsareidiots.com
Facebook Twitter  Linkedin

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.

No comments:

Post a Comment