US Economy in Adverse Case of FED.?

The Financial Development Report 2012

Latest FOMC Minutes

World Economic Forum ' Transparency for Inclusive Governance'

Alan Greenspan ' Fiscal Cliff is Painful '

Monday, June 6, 2016

To be Or Not to be

"Fed's Yellen sees rates hikes, mostly good economic picture" - http://www.reuters.com/article/idUSKCN0YS142

Sunday, May 15, 2016

Will Market Optimism survive time..?

It has been string of Bad news in various fronts that have played like unharmonized discourse from Wednesday April 12th 2016. 
1) Banking Results showing ' Charred Balance Sheets' 
2) Canadian Fire and Fall UAE Oil production supported and Confirmed Crude to remain above $45 for Longish time.
3) U.S Consumer shifted from ' Mall Culture'  with Macey,  Groupon, like big retailers losing ground and Margin. While Apple showing no promises dragging below $90. While Donald Trump continues with weird but Populist talk and blowing lungs on amazon. The chance of FED raising rates in June have Increasing.  S&P reached 945 effortlessly. 
4) Indian Government rose from Slumber and announced Revision in Mauritius Treaty and announcements of Capital Gains on FII and PNote. Well, followed by SEBI targeting PNote. With Macho Swamy calling for removal of Dr. Rajan for keeping interest rates high, shivering Reason. The Bankruptcy Code Bill awaiting ended with doubt of implementation.
5) The weekend started with Bank of Baroda disappointment.  IMF showing ' Slowing Funds'  towards emerging economies. With Saturday, evening Slowing China Growth was re-sound.
6) Indian MET announcement of delayed Monsoon shall create Doubts.
.  Finally,  as Tamilnad goes to poll on 16th the State Election exit polls shall be available at about 6.00 PM.
Can they point for any respite..?
But, Foreign investors with no returns for an year will survive the time for revival?

Saturday, May 14, 2016

Will Dr Rajan shall Survive Swamy?

Dr Rajan RBI's. Governor ending Term in September 2016.
It has been a speculation about Dr. Rajan's straight forwardness and intelligence against Dr.  Subramanyam Swamy's coy.  With Indian ruling party having not anointed Dr. Rajan, he appeared ' External' and Tolerated Eye Soar, for last 2 years. 
Dr Swamy, who Senior BJP Leader has stirred Indians with statement against Dr Rajan.  His venting hot air show disgruntled elements in ruling party, demanding Pound of Flesh.
Whether, his call is backed by F. M.  and big houses like whose entry in Indian banking is blocked and many PSU banker and Industrial houses whose accounts are in public glare..?

Wednesday, May 14, 2014

The Exit Polls for Book Out Profits before Vanish.

The Live Media seems to be in race to show that, a Particular Party is in Win. While, the English Reading Indians and Foreign Media has been ganghoo
The Crucial matter to think is will BJP poll less Votes and Still beat the Opposition..?

Its time that, Investor should not become Greedy but fearful of the out come of the Adverse Election Results, Which are hyped up so much in one direction, that smallest of the disappointment shall put the whole Edifice of the market to ground like a straws in the wind.

But, the fear and greed always run the market.

The Best way to deal is controlling greed and Booking Profit..!

Friday, August 17, 2012

Will Equities continue the March to year end

The Equities have been out performing the other markets in last 3 months and have taken many aback. The Left outs have been sort of blaming on ' Liquidity Tap' in US and European Banks and faulting markets for playing this ' CLiff Hanger'.
While, Commodities and particularly Oil has fully recovered the ' Paralysis ' Much faster than thought by any one. Gold and Silver not falling in sympathy, While ' Equities' running ' blind Fold' action. The USD still remains a suspect. And, lastly bonds in US and Europe are ' dead wood'
Indian markets struggling from the brink and remains as suspect.

Will this ' contrariness ' sustain itself..? Many think Yes and more think and lurk on the background to enter.
However, the discipline investor should wait for the last episode of this Play and keep waiting for the next day till .. Markets scale a new peak. Markets are going up for end of ' selling ' season in June and likely to test the virtue of being patient But, the upcoming FOMC meeting shall be the end of the ' Game of Waiting' and shall be the decider. 

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