October 17, 2013 - ArthaYantra

Developed Markets over Emerging Markets

EconomyBy ArthaYantra October 17, 2013 Leave a comment

During the third quarter of the year, the developed economies showed signs of improvement which in turn weighed heavily on the developing economies. The US economy started the quarter on a positive note by posting an increase of 2.5% in GDP during the quarter ending in June. The data supporting the expansion of manufacturing activity…

Capital Flow Towards Developed Markets

InvestingBy ArthaYantra October 17, 2013 Leave a comment

September 2013, marked the five year anniversary of the recession which started in September of 2008. The developed markets made a significant progress starting 2013. Despite some volatility, US markets continued their good show during the third quarter as well. The quarter, however, the market movements were dominated by the speculation around Fed’s tapering of…

China drives the markets

InvestingBy ArthaYantra October 17, 2013 Leave a comment

Commodity markets experienced a mixed quarter. While the commodity markets found positives in improved economic conditions across the globe, the gains were limited due to excessive supply of metals. The Crude oil prices in July were driven by strong dollar and increased economic activity across the globe. The increased economic activity spurred hopes for heightened demand for crude…

Widening Spreads, Rising Yields

InvestingBy ArthaYantra October 17, 2013 Leave a comment

During the second quarter the interest sensitive categories of Fixed Income like the investment grade bonds saw negative returns. This sell off was broad based across other sections of Fixed Income long durations bonds being the worst performers amongst the pack. Treasury Inflation Protected Securities (TIPS) rates took a beating as inflation expectations declined. Towards the end of…

Searching for Direction

GoldBy ArthaYantra October 17, 2013 Leave a comment

Gold, which started the year on a negative note, regained some lost ground during the quarter ending in September. Statements supporting continuation of stimulus measures in US and tensions mounting in Syria crisis were the major factors which helped gold post gains in the quarter. The economic data from the US has been strong since…

Daily Archives: October 17, 2013

Developed Markets over Emerging Markets

Capital Flow Towards Developed Markets

China drives the markets

Widening Spreads, Rising Yields

Searching for Direction