Which is the safest country to invest? USA Which is the safest instrument to invest in? Bonds So the safest investment in the safest country has to be the US Gilts, right? Re-think. Re Rethink again. Welcome to the world of REAL RETURNS and inverse relationship between interest rates and bond prices. The USA has […]
A few people have asked me…’should I increase my SIP in gold’. Frankly for me the answer is ‘I do not know’. However I realise that many of them are sitting on small losses or a very poor return if they have invested in the last 10-12 months. The Rupee not long ago was 40 […]
I kept saying that the market perceives that the worst quarter – for a short time at least was the Q ended Dec 2011. Why this quarter? The interest rate increase was felt fully, sales were down…and obviously profits were expected to be down. It is in such a time that the shares (which had […]
You have heard this so many times, but just once more -Tough times do not last, tough people do…. Not sure if it is the right thing to say now! Times are really tough. There are no clear signals. The rupee is weakening – BJP says it is because of the deficit and poor management […]
End of the road for gold? No, surely not. However it is time to be cautious for sure. What are the risks in gold? Or is it that there are no risks at all, as some readers would like to believe? Well let us look at some of the risks: 1. It is not an […]
I am really surprised when people ask me ‘Are we in a bull run?’ Why ask – Of course we are in a bull run. Collapse of a few economies in the world – in the middle east. The European crises – Portugal, Spain, Greece, UK…well not in that order, but you get the drift […]
When we do a class on debt markets one important class is that of Debt Rating. There we say the highest and the best borrower is rated AAA. However we do not even ask – the Sovereign debt is not rated. It is supposed to be above default. When the Japenese companies were running huge […]