Will this be the last of the rate hikes?

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14th December 2013

Weekly Round Up Week Ended 13th December 2013   Hi Promofree Weekly Round Up gives you all the analysis and reports published by us during the week. Economic Data Analysis December 2013 Will this be the last of the rate hikes? The sharp rise in CPI (Consumer Price Index) to its all time high of 11.24% year on year in November 2013 from levels of 10.17% seen in October 2013 will prompt the RBI to raise the repo rate by 25bps in its 18th December 2013 policy review. click here to read full analysis Podcast Markets will be volatile till May 2014 and you should position for the volatility The next five months starting January 2014 is an uncertain period for markets. Given that equities are at record highs in India and many parts of the globe, the volatility will be high with wild swings in markets. At times of volatility, it is best to lower risk in your portfolios. click here to listen to the podcast Nineteen Stock Portfolio NDTV Ltd. Maintain Weight in Nineteen Stock Portfolio New Delhi Television Ltd. is the pioneer of news television business in India. The company has three news channel, NDTV 24×7 (English), NDTV India (Hindi) and NDTV Profit (Business) and other subsidiaries named NDTV Convergence – a synergy between television, Internet and mobile that owns the website named ndtv.com and NDTV Lifestyle as its offerings. click here to read full analysis Equity Investment Tutorial 67 Auto Components – Company Analysis – Apollo Tyres Ltd. Apollo Tyres is in the business of manufacture and sale of tyres since its inception in 1972. The company is the second largest tyre manufacturer in the country with a leader in the commercial vehicle segment of the Automobile Industry. click here to read full analysis Economy Analysis Hope Is Fine But Long Road Ahead For The Economy And Markets Sensex and Nifty at record highs, the Indian Rupee rallying sharply and bond yields falling are the market reaction to a resounding win for the main opposition party BJP in the just concluded state elections. In December 2013 Markets believe that BJP will come into power in the 2014 general elections and will wipe away all the ills of the economy. click here to read full analysis Link Between Currencies, Commodities and Equities Series Outlook For Copper Copper is the third largest consumed metal in the world after steel and aluminium. Copper is used as electrical conductor, construction material and as components in telecommunications and alloys. click here to read full analysis Weekly Fixed Income Market Analysis What can happen post 18th December 2013? The date 18th December 2013 has attained high significance for bond markets. The RBI will release its mid quarter monetary policy review statement and the Fed will release the outcome of its two day FOMC (Federal Open Market Committee) meet. click here to read full analysis Weekly Equity Market Analysis Markets likely to Sustain Upward Momentum on Positive Domestic and Global Cues The Sensex and the Nifty rose 1% and 1.36% respectively on account of positive economic data that was reported in the last week. The Current Account Deficit (CAD) for Q2FY14 was reported at USD 5.6 billion as compared to USD 21.8 billion for Q1FY14 on account of a lower trade deficit that saw exports rising by 12% to USD 81.2 billion and imports declining by 4.8% to USD 114.5 billion on a year on year basis. 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.