Sublime Consulting http://www.sublimeconsulting.com news, views,opinions and trends on global financial markets Wed, 30 Jan 2008 09:58:08 +0000 http://backend.userland.com/rss092 en The PNotes and the Capital Dilemma! Over the last one week the 'hot topic' was the 'P-Notes' aross the length and the breadth of the country. While there has been heated debates on the merits and de-merits of SEBI draft guidelines[which would become a directive with possibly few minor changes by tomorrow] on the regulation of P-Notes ... http://www.sublimeconsulting.com/2007/10/23/the-pnotes-and-the-capital-dilemma/ Sensex at 20k! - Part II It has taken a while for me to compile this concluding part.. while the Sensex is almost blasting its way to 19K!.. After culling through lot of data and research reports..its pretty clear that our markets are probably going to scale newer heights in the next 12-18 months or so.. 'Liquidity' is ... http://www.sublimeconsulting.com/2007/10/12/sensex-at-20k-part-ii/ Should one invest now in DSP ML T.I.G.E.R Fund? Kiran from India wanted to know if its a good idea now to invest in DSP ML T.I.G.E.R Equity Diversified Fund.. Kiran..before I answer to your question on whether to invest in this fund or not, would like to give a little background about the fund.. Background : Tiger in short for ... http://www.sublimeconsulting.com/2007/09/27/ask-partha/ Sensex to hit 20k by end 2007 or early 2008??!! What then… - Part I The Fed has once again [50:50 Fed Funds rate cut and Discount Rate cut] unleashed the animal frenzy in the markets.. The rupee closed yesterday at 39.88 per dollar.. The currency has risen 11% since January 2007! Indian markets are going to witness a never before fund flows from multiple segments.. In the ... http://www.sublimeconsulting.com/2007/09/20/sensex-to-hit-20k-by-end-2007-or-early-2008-what-then-part-i/ Move over FIIs. Insurance Companies are now moving the Indian Equity Market! Yes! Recent data released by Life Insurance Council clearly indicates that the 16 Life Insurance companies in India are moving the Indian Equity market. Literally. While the FIIs pumped in around $ 8 billion in Indian equities in FY 2006, the Life Insurance companies invested around $ 35 billion worth of ... http://www.sublimeconsulting.com/2007/09/19/move-over-fiis-insurance-companies-are-now-moving-the-indian-market/ Mr Minsky? Are you There Yet? Just a few minutes ago, the Central Bank of U.S.A or Fed cut the Fed Funds rate by 50 basis points. Yes. 5.25 to 4.75. Lo behold! It cut the discount rate too by 50 basis points. From 5.75% to 5.25%. What does it mean to you and me in ... http://www.sublimeconsulting.com/2007/09/18/mr-minsky-are-you-there-yet/ What would you do with Inheritance Money? Jennifer from Canada asked a very interesting question in one of the websites I frequently visit. She wanted to know if one were to get Inheritance Money, where and what should one invest in. Jennifer needs to ask 3 questions to herself before investing .. why would she want to invest? What ... http://www.sublimeconsulting.com/2007/09/18/what-would-you-do-with-inheritance-money/ Hedge Fund Investments in India India-focused hedge funds delivered a yearly return of 53% as on July 2007 while the sensex returns was 44%.According to Hedge Funds Net which tracks the hedge fund flows across the world, the current assets of hedge funds investing in India are to the tune of approximately $14 billion. In ... http://www.sublimeconsulting.com/2007/09/17/contact-us/ Sub Prime Woes biggest casualty in U.K. Customers of Northern Rock Plc withdrew $2 Billion yesterday after the stock went down by 26% .. Northern Rock is one the biggest mortgage lender in U.K. The sub prime contagion is now spreading across the world and I don't think its 'contained' as it was believed to be.. One is reminded of ... http://www.sublimeconsulting.com/2007/09/15/sub-prime-woes-biggest-casualty-in-uk/ When the lender becomes the borrower! In the last few weeks we have been witness to one of the most interesting times in the global financial markets! First it was the 'sub-prime exposure' contagion from U.S. Housing Markets spreading like wild fire across continents. Second was the 'Leverarged Buy out' market that went into a coma [and sealed ... http://www.sublimeconsulting.com/2007/08/17/when-the-lender-becomes-the-borrower/