Debt Market
REASONS FOR BENCHMARK GOING UP
Kindly refer to my various blog notes on why invest in long term G-Sec schemes. I have spoken about the same since the eve of the July Credit Policy. Also, as was foreseen by most market participants and reiterated by RBI, that containing inflation is going to be a bigger priority than pushing for growth, [...]
POST THE RBI CREDIT POLICY REVIEW & ITS IMPACT
Credit policy is out the way Sentiments have gone negative & frequent utterances by RBI officials on giving priority to tackling inflation first and accordingly ensuring that liquidity does not come back into the system in a hurry has also not helped matters RBIs clear intention is to tackle inflation first & hence some more [...]
ON THE EVE OF THE CREDIT POLICY REVIEW-AN AGGRESSIVE CALL FOR INVESTMENT IN LONG END OF THE CURVE
Kindly refer to my blog note dated July 12’2010 “GREAT OPPORTUNITY AT LONG END OF THE CURVE”. I had given various reasons for my belief of investing at the long end and had suggested a staggered investment from then to run upto the Credit Policy Review on July 27’2010. As suggested in that note, 10 [...]
GREAT OPPORTUNITY AT LONG END OF THE CURVE
I have been giving investment calls in Long end of the yield curve from time to time giving various reasons for the same. Last year I had spoken about this on numerous occasions (some of my reference notes for your perusal are my blog entries dated September 07’2009 titled “SHOULD ONE TAKE CONTRARIAN CALL & [...]