Saturday, 30 November 2013

Weekly Market Update - 25 Nov to 29 Nov 2013

The market was positive for most of the week showing a negative bias for only a day or two. Once the F&O expiry was done with on Thursday, the market zoomed on the last trading session on expectations of good Q2 GDP figure. The highlights of the week are :

Thursday, 28 November 2013

Earnings Season Snapshot - H1 FY 2013-14 - Pharma Sector

The pharmaceuticals industry in India has been the flavour of the market with its low beta nature and its standing as a wealth creator from the perspective of last 5yrs. It is one of the sectors which is affected minimally due to the domestic macro-economic condition as most of the business of this sector comes from outside India.

Saturday, 23 November 2013

Weekly Market Update - 18 to 22 Nov 2013

The week started with a big bang went through a big bust in the middle and ended with slight negative bias towards the end of the week.  The highlights of the week are :

Friday, 22 November 2013

Earnings Season Snapshot - H1 FY 2013-14 - Banking Sector

The second quarter results of the banking sector were as per the expected guidelines. The blue chip companies in this sector were on the market radar from the start of this earnings season itself.

Saturday, 16 November 2013

Weekly Market Update - 11 Nov to 14 Nov 2013

When the markets lose, they lose big and you need to have some pep talk by somebody up there to turn the mood. That is the gist of the markets this week as the 7-day losing streak was cut short with the press-conference by one Mr. Rajan.

Tuesday, 12 November 2013

September IIP and October CPI data released

The September IIP data and October CPI data were released today. The highlights are as follows :

Saturday, 9 November 2013

Weekly Market Update - 05 Nov to 08 Nov 2013

The pre-diwali highs reached by the markets seemed unsustainable as the markets were on the negative side for four days straight. Profit booking coupled with low volumes on some days were to blame for the continuous negative streak this week. The highlights of the week are :

Friday, 8 November 2013

Inflation - RBI's First Priority

In its mid term policy RBI has again stuck to its priority for curbing inflation. RBI has clearly signaled that its first priority is to curtail inflation even if it is at the expense of growth to some extent. The question is, why is inflation so important? Why is the RBI so seriously worried about inflation and made it its number one priority?

Friday, 1 November 2013

RBI Mid-Term Credit Policy - A Review

On October 29th, the RBI released its mid-term credit policy. The markets immediately reacted with cheer and scaled record highs. Below we highlight the important points of the policy and explain what it means for us in general.