Tags » Fixed Income

PFC Tax Free Bonds - Should You Invest?

The tax-free bonds party continues! After NTPC Tax-free Bonds’ blockbuster issue in Sep, 2015, comes another Govt backed company with its tax free bonds issue. 966 more words


Gold and Treasury yields decline as inflation weakens

US inflation. Core CPI is hovering below 2.0 percent but the 5-year inflation breakeven (5-year Treasury yield minus TIPS yield) suggests that inflation will fall. The recent slow-down in average hourly manufacturing earnings growth (production and non-supervisory employees) may just be statistical noise, but decline of either of these signals below 1.0% p.a. 114 more words

Spot Gold

Reading the Tea Leaves

We are not big fans of fortune tellers, preferring to stick with what we can observe in the here and now. The here and now tells us that the American economy is getting better slowly and sluggishly, trending upward, something we refer to as the “Plow Horse Economy.” 340 more words

Investment Strategy

Rise In Emerging Market Corporate Debt Driven By Global Factors

  • Firm borrowing has quadrupled in past decade
  • Low interest rates, investor search for higher returns play role
  • Emerging markets must prepare for higher interest rates…
  • 678 more words
Emerging Markets

Bonds Aren't So Bad.

While I definitely prefer stocks over bonds, I do believe the long-term investor should have some exposure to fixed income securities. The same analysis I use for picking stocks (5 (minimum) year trend analysis using several KPIs unique to the particular debt issuer’s sector) I use for selecting bonds. 154 more words


Gold: No flight to safety

US inflation remains subdued with core CPI hovering below 2.0 percent.

Treasury yields remain weak, with the 10-year yield testing support between 1.85 and 2.0 percent. 260 more words

Spot Gold

NTPC Tax-Free Bonds - Should You Invest?

The tax-free bonds party has only just begun! Come Wednesday and NTPC, India’s largest power producer in terms of both installed capacity and generation will, will open its tax-free public issue of bonds of Rs. 815 more words