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Fixed Income

This Is The Perfect Storm, And Its Still Our Fault

Things are happening very fast. The 10-year bond has now moved very quickly back up to nearly 9%.   And the dollar is now 67.4, the worst it has ever ...
Charts & Analysis

Dollar Slips Below 66, FIIs Pull Out Money

The Rupee has closed at 66.12 on Tuesday, the highest exchange rate ever. FIIs are starting to pull out. Data till yesterday (SEBI) shows that FII pullouts are ...
Commentary

NSEL Defaults Again, FT Loans 177 cr. to Pay Back Small Investors

NSEL has defaulted a second time, this time paying out just Rs. 12.60 cr. after last week’s payment of about half of what it should have paid (Rs. 174 cr.) ...
Economy

The Food Security Bill Spooks Markets, Banks Fall 5%, Nifty Down 4%

The Food Security Bill has been passed and markets don’t like it. Banks are down 5%. Everything has crashed across the table, except for IT. The dollar ...
Economy

Economic Calendar For Week of 26 Aug

Coming to you one day late, is the economic calendar for the week. Bond Auctions On Monday, 11,000 cr. worth of 48 Day Cash Mgmt Bills were auctioned at ...
Commentary

NSEL Losing Support, Directors Resign, A Disappointing EndGame

National Spot Exchange (NSEL) Chairman Shankarlal Guru, whose son-in-law owns NK Proteins, a defaulter of Rs. 930 cr. to NSEL, has resigned saying “some bad ...
General

Nifty Snapshot: Technically Weak But Bounce Expected to 5500 at Expiry

The Nifty has just made a lower high and lower low and rebounded back up. Well below the 50 and 200 day moving averages, the Nifty remains in bearish ...
Charts & Analysis

The Fall of the Rupee Was To Launder Money For Elections. Want To Buy A Bridge?

Online sites and twitter are abuzz with talk about big rupee falls in the past, and how they seemed to have happened just about around elections. Between ...
Charts & Analysis

Nifty Earnings Growth Spikes To 16%+

In cheerful news, the Price to Earnings Ratio (P/E) of the Nifty is at 15.79, which at a Nifty value of 5471 gives us an Earnings Per Share (EPS) for the Nifty ...
Commentary

NSEL Gets Just 8 Cr., FMC Toughens SGF Norms, Jignesh Proposes Haircut, FT Directors Quit

While NSEL paid out Just Rs. 92 cr. out of the Rs. 174 it was supposed to this Tuesday, it is going to be even worse next Tuesday. NSEL defaulters were ...