In last few days, we are seeing a lot of tweets about BOJ Bond buying programmes especially about a single day spike of $24 Billion Bond buying or exhausting 10 days quota of buying in one day. However, in spite of such large level of intervention, the Yield Curve Control (monetary policy action whereby aContinue reading “Bank of Japan-Self created Trap of 36 years”
Author Archives: TheFellowInvestor
What does it mean when China Reopens?
A lot of speculation is going on with respect to China as CV19 cases are increasing multi fold after the restrictions of lockdown have been lifted. While on one side speculation is happening in USDCNY where the currency came down from 7.20 to 6.96, on the other side, Hangseng which corrected heavily during the phaseContinue reading “What does it mean when China Reopens?”
Crypto Market update-Tether-What is inside Tether and how transparent Tether is?
After the bloodbath.in crypto space, we came across with one news that Tether lost its peg against dollar. The whole crypto story is not over without Binance and Tether where Sale or Purchase transaction of crypto took place. https://crypto-anonymous-2021.medium.com/the-bit-short-inside-cryptos-doomsday-machine-f8dcf78a64d3 Original Link to post Tether Ltd. also says one Tether is worth exactly one US dollar.Continue reading “Crypto Market update-Tether-What is inside Tether and how transparent Tether is?”
PC Jewellers-Why noise of NPA when the account was NPA in FY 2021-22 itself
PC Jewellers announced that it made default of RS 3470 crore on 27.10.2022. Market was skeptical about banks actively involved in this Company. Lets starts the real analysis through some interesting fact and data. While analyzing the report of PC Jewellers we came through following observations: Observation: In page No 60 of Annual Report ofContinue reading “PC Jewellers-Why noise of NPA when the account was NPA in FY 2021-22 itself”
Bond Market & Volatility
The Black Swan is an interesting book and a concept. It includes an example of a Turkey which due to complacency and routine feels it is normal to be fed everyday and that process will continue forever. Until one day it is fed upon. Stability and complacency breeds instability. Throughout history the fallacy of manContinue reading “Bond Market & Volatility”
Credit Suisse-The real stuff against all rumours
While the whole Financial experts of twitter are claiming different kinds of news about Credit Suisse which relates to probable failure of Bank. So before concluding whether Credit Suisse will be a real failure or not, let’s analyse new type of points which substantiate in detail about this Bank: Contingent Credit risks The following tableContinue reading “Credit Suisse-The real stuff against all rumours”
GLOBAL DEBT CRISIS-CAN THIS TIME BE DIFFERENT!
Disclosure: This article is for information only and should not be construed as a financial advice. In case you are interested in making a contribution to our writing, please do so in the following account: Account Number: 00000037522669317 Name: Rashi Maheshwari<br>IFSC Code: SBIN0030115
Implication of Weaker Chinese Economy and Yuan on Global Economy
Since September 2021, we have written a lot about Chinese Real Estate problems along with Local Government Financiang Vehicle (LGFV) model of China. Since the same is talk of the wall street, we need to concentrate on future currency problem of China. We all are tracking movement in market on day-to-day basis. But the realContinue reading “Implication of Weaker Chinese Economy and Yuan on Global Economy“
CHINA’S MORTGAGE DEBT DEFAULT- TRILLION DOLLAR RISK!
Day in and day out we have read that the Mortgage default in China has started but none of the article is able to give detailed explanation that why the borrowers are defaulting against loans. Not only borrowers but business loans defaults are also taking place in China. The only reason given at present isContinue reading “CHINA’S MORTGAGE DEBT DEFAULT- TRILLION DOLLAR RISK!”
Puttable Bonds of China-A new threat to Financial System!
Before starting with the detailed analysis of Puttable Bonds, we must learn what does Puttable Bonds actually means? A put bond is a bond with an embedded put option, giving bondholders the right, but not the obligation, to demand early repayment of the principal from the issuer or a third party acting as an agentContinue reading “Puttable Bonds of China-A new threat to Financial System!”
Analysis Fed’s latest Balance sheet to determine Quantitative Tightening by Fed
While the programme of Quantitative Tightening by FED has started wherein $47.50 billion of QT will happen each month starting from June to August 2022 wherein $30Billion per month will be from Treasury Securities and $17.50 billion per month will be from Agency Debt and Agency Mortgage Backed Securities. Though size of this QT isContinue reading ” Analysis Fed’s latest Balance sheet to determine Quantitative Tightening by Fed”
Section 13(3) of Federal Reserve Act,1913-What does that mean for Economic revival?
Before starting with our Blog, lets analyse one important section from Federal Reserve Act,1913. Its Section 13(3) which states: “In unusual and exigent circumstances, the Board of Governors of the Federal Reserve System, by the affirmative vote of not less than five members, may authorize any Federal reserve bank, during such periods as the saidContinue reading ” Section 13(3) of Federal Reserve Act,1913-What does that mean for Economic revival?”
The Fellow Investor 