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Tag Archives: India

It’s MoNDaY aGaiN: US Financials struggle with rising yields (US Economy and Markets) [June 24 – June 28, 2013]

US 10 Y yields climb to 2.61%, Euro dumped to 1.30 levels Though banks and financials were looking forward to a rising yield scenario even as short terms will stay … Continue reading

June 24, 2013 · 1 Comment

What’s happening in Asia (India Morning Report): India needn’t have worried about Fed pronouncements (India Investment post)

The only island of yet positive GDP growth with near 0 domestic investment, India could have easily ignored Fed pronouncements overnight but instead as the currency fails to find any … Continue reading

June 20, 2013

The Mid-Week Trend update: The FOMC announcements have a ring of finality to it!

One need not remind our readers that we do not think half as optimistically as the fed seems to have indicated yesterday. one expected an end 2013 calendar beginning for … Continue reading

June 20, 2013

Rupee impact: The Free fall continues, small snag on equities in India signifies end of the 2nd 2013 run in Asia

Unfortunately, with India inc again adding only probably less than 10% of its External Borrowing Capacity in debt, the Rupee and the equity markets have consequently snagged on the  Asian … Continue reading

June 10, 2013

The mid-week Trend Update (US Economy and Markets) : European GDPs being a positive surprise on Low expectations

Using a discussion of QE globally to raise the spectre of withdrawal Let me lead with the worries of stripping of QE liquidity by Ben Bernanke fueled in Asia today … Continue reading

May 23, 2013

Asia Wednesday 9 am: Rupee weakness predates another correction of the US Dollar

JP Morgan is of course sitting pretty on the best outcome of yesterday’s vote with a 68% vote agreeing with Jamie Dimon’s exemplary record and granting him no interruptions from … Continue reading

May 22, 2013

India Morning Report: Why some rating agencies get ‘brand mileage’ from obscure imperfections and markets rest..

Let’s face it. Any null hypothesis you can think of about the market’s strength or in S&P’s case (as rating agency) and that of even a few (investors)who believe in … Continue reading

May 21, 2013

IT’S MONDAY: The Fed purchase program is quite a workout for the Market

Fisher seems to have kicked things off immediately with his comments positing that slowing down the $85B monthly bond purchase program could do US some good, Then Chicago Fed reported … Continue reading

May 20, 2013

India Morning Report: A new bank, not Citi, 8 not 4 and numerous other slips to the mile..

Vikram Pandit’s new efforts in India with Kampani’s JM Financial may get JM a 10% bump in stock quotes but it is unlikely that his 50% buy of the subsidiary … Continue reading

May 17, 2013

India Morning Report: Yen progresses weakness strategy to new levels

Even as Yen progresses jump(down) in currency, Dollar progresses on the long cherished goal of yields going in north just in time for Ben Bernanke to not worry about a lower … Continue reading

May 13, 2013

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