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September 2013 at Capital Mind - Monthly Summary

Deepak Shenoy4 min read
Quick Facts
What is "September 2013 at Capital Mind - Monthly Summary" about?
What category is this article in?
Commentary
Who wrote this article?
Deepak Shenoy, Capitalmind's research team.
When was this article published?
Published 1 October 2013.
How long does this article take to read?
4 min read
What topics does this article cover?
MonthlySummary
What does the "Macro and Markets" section say?
How Have Stocks Done In a Month of High Carry? The Rajan Month Takes Us +6% But Ends on a Depressing Note Gold Returns Adjusted for Inflation Since 2007 are Stellar, PPF Not So Much The “Real” Nifty Adjusted for “Real” Inflation Will Shock You Nifty Stocks Above DMA Shows Potential Fall
What does the "RBI and Banking" section say?
RBI Bans 0% EMI Loans, Says Customers Must Be Told Real Interest Rate RBI Will Remain the Lender of First Resort Chart: Credit Growth Increases to 18%, Raising Rates Correct Option Rajan Bites The Bullet, Raises Repo Rate 0.25%, Untwists Yield Curve What Will Rajan Do Today?
What does the "Fixed Income" section say?
91 Day T-Bills Return To Single Digits Biggest Bond Devolvement of 2013 at Rs. 4,000 cr. Makes This the Worst in 12 Years Underwriting Commissions for G-Sec Bond Auctions Go Up Again For the Monday Auction CBLO Sees 72% Rates on Cash Crunch, MSF Borrowing Goes To Rs. 1.4 Trillion 91-day T-Bill Yields Soften Below 11%. Expecting Easing Rates? Massive Devolvement Forces RBI To Cut Bond Issuance
What does the "NSEL" section say?
NSEL: The 5,500-crore Scam No One Wants to Deal With NSEL News: FIR Filed, Conflict of Interest, Exit from F&O NSEL: Anand Rathi Raided, Money Laundering, Auditors Flee, Yet Another Default Is Jignesh Shah Trying To Sell His Stake in FT? FMC Says Fit & Proper Status at Risk From the NSEL Desk: Anjani Sinha’s Affidavit

In a new format, we introduce the Capital Mind Monthly Archive. So if you took a month off, you can quickly look at what we’ve been writing about at Capital Mind.

Macro and Markets

RBI and Banking

Fixed Income

apitalmind.in/2013/09/91-day-t-bill-yields-soften-below-11-expecting-easing-rates/)

NSEL