The US Federal Reserve launched its new initiative “Operation Twist” yesterday and the main aim of the same is to reduce long term rates and promote greater lending and try to stimulate the economy. The key statements that came out were “There are significant downside risks to the economic outlook, including strains in global financial […]
Read MoreThe last couple of months have been amazing in terms of the amount of negative news they have generated right from the slowdown of the US economy and the volatility due to delay in passage of the Debt limit to the actual US downgrade. This was followed by increased pressure on troubled Euro zone countries […]
Read MoreThe month of August started off with the downgrade in the Sovereign rating of the USA which led to a severe sell off in most of the global markets. There was a flight to safety and as a result of which we saw US Government Bonds, German Bunds and precious metals rally significantly. Gold prices […]
Read MoreI have wanted to carry out this analysis for a long time now and the criticism of a lot of people that I do not understand economics and I need to go back to school to learn the subject has prompted me to write this article. As I went about analyzing the data I became […]
Read MoreAs the month of August started off, my view was that the level of the Nifty at around the 5200 levels should hold unless and until some catastrophic event takes place. Unfortunately for all of us such an event took place right at the start of the month with the downgrade of the credit ratings […]
Read MoreAt various stages of the markets when the global financial markets tend to be linked to each other on a day to day basis most investors lose focus on the fact that over the long run higher growth economies with better growth prospects and earnings growth will outperform on a sustainable basis. However the key […]
Read MoreThe much awaited downgrade of USA’s credit rating took place today morning. The event was imminent the question off course was when and in line with the way market shaking news has a habit of happening in quick successions it has happened today. With the US Government debt moving up to levels of 100% of […]
Read MoreFor the second time in three months RBI’s monetary policy announcement has led to a breakdown in the build up of a positive trend in the markets. A 25 basis points increase would have led to the continuation of the rally and we should have seen markets at around 6000/6100 for the Nifty by August […]
Read MoreAs the ancient saying goes, that is what has been happening in the financial markets since the beginning of the current month. After Greece, Portugal and Ireland got downgraded to Junk the speculators have now trained their guns on Italy and Spain, as a result of which we have seen extreme volatility in the financial […]
Read More