Posted by: Deepa Vasudevan on Sat, Oct 11th, 2014

The Rate Liftoff: Why Markets Don't Like it...

As the US Fed ends its QE program, a phase of easy money is about to end. Nervousness about the expected US rate tightening has led to widespread volatility and sell of

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Posted by: Deepa Vasudevan on Wed, Oct 8th, 2014

The Much Discussed Slowdown in Bank Credit...

The sudden decline in bank credit growth has led to a view that investment will pick up only if interest rates are cut to stimulate the demand for bank loans. This blog

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Posted by: Deepa Vasudevan on Wed, Oct 1st, 2014

The Importance of the September 2014 Monetary Policy...

The September 2014 monetary policy clearly signals that RBI will focus on controlling inflation. Its willingness and ability to reduce interest rates will depend on gov

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Posted by: Deepa Vasudevan on Fri, Sep 12th, 2014

The Statistical Truths in GDP growth...

Real GDP grew by 5.7% during the quarter April-June 2014, at the highest quarterly growth rate since 2012. However, as the economy emerges from several quarters of poor

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Posted by: Deepa Vasudevan on Wed, Sep 3rd, 2014

Can Bank Credit Provide Enough Impulse to Investment?...

The change in the flow of bank credit, or credit impulse, is better able to predict recoveries from a recession as compared to other credit variables. Data shows tha

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Posted by: Uma Shashikant on Sun, Aug 3rd, 2014

Debt Funds and FMPs- What Now? Part 2- Why Tax Can't ...

This is the full story. There is no real tax arbitrage in a debt fund any more.  SWP or STP, the tax is all the same as long as holding period is less than 36 months. 

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Posted by: Uma Shashikant on Mon, Jul 28th, 2014

Debt Funds and FMPs - What Happens Now?...

After the amendment to the Finance Bill, debt funds redeemed after July 10 will be subject to new tax rules. What are the choices for investors in FMPs and debt funds?&

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Posted by: Deepa Vasudevan on Fri, Jul 18th, 2014

The Fiscal Deficit: How Achievable is it?...

The Government has targeted a fiscal deficit of 4.1% of GDP for this year. The achievability of this target depends on key assumptions about growth, exchange rate, fuel

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Posted by: Uma Shashikant and Arti Ana... on Sun, Jul 13th, 2014

How Do Tax Proposals in Budget-2014 Affect Debt Fund ...

The benefit of tax arbitrage for debt funds versus bank deposits is now gone. Investors must hold debt funds for three years to qualify for long term capital gains, instead of one. If sold ear

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Posted by: Deepa Vasudevan on Mon, Jun 9th, 2014

ECB: Easing into negative territory...

The European Central Bank made monetary policy history by switching to a negative rate for a key bank deposit rate. Shorn of the novelty, this is a simple strategy to b

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