February, 2009
FISCAL STIMULUS V/S MONETARY POLICY STIMULUS AND WHY THERE IS ROOM FOR FURTHER RATE CUTS
In an economic down turn that is witnessed worldwide most of the Governments resort to Fiscal Stimulus to kick start the economies. Fiscal stimulus involves, tax rate cuts, Govt spending, etc to kick start economies and induce spending. These stimulus packages have to be timely and target specific sectors for it to become effective; otherwise [...]
METHOD TO MADNESS OF INVESTING IN EQUITY MUTUAL FUNDS
I have been recommending investments in the form of Systematic Transfer Plan (STP) from Liquid to Equity for a very long time. Though equity is a 3-5 year product; my analysis of STP on weekly basis from April to Mid February every year has shown positive returns over the last 9 years. 3 out of [...]
DEBT MARKET JOURNEY POST ANNOUNCEMENT OF ADDITIONAL BORROWING OF Rs.46000 CRS IN DATED SECURITIES
What are the negatives in the debt market? : Additional supply of Rs.46000 crs in dated securities.Already announce & discounted Though RBI has announced auction through OMO for buy back of securities, no clarity on which security and at what cut off price Fiscal Deficit numbers on much higher side than budgeted What are [...]
GOVERNMENT TO BORROW ADDITIONAL Rs.460 BILLION BETWEEN FEBRUARY 20 AND MARCH 20’2009
Feb. 10 (Bloomberg) — India’s government will sell 460 billion rupees ($9.44 billion) of additional debt in four parts between Feb. 20 and March 20, Economic Affairs Secretary Ashok Chawla said in New Delhi today. The government has thus far raised 2.4 trillion rupees through sale of securities in the fiscal year that ends March [...]
INVESTMENT STRATEGY FOR YOUR SURPLUS FUNDS IN THESE VOLATILE & TRYING TIMES- TO CREATE A BALANCED PORTFOLIO TO GENERATE POSITIVE RETURNS
EQUITY SCHEMES: Kindly refer to our various recommendations and suggestions over the past few months. We had dissuaded our clients to invest in Equity/Equity related products as we had predicted a long drawn bear phase in the markets. Yesterday’s’s ET panel discussion also reiterates the same and most of the Top Advisors have predicted [...]