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Month: March 2008

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SEBI Tightens the Screws On Brokers

SEBI’s new proposed rules for brokerages include very strict guidelines on how they should work with their clients. Some salient points. The ...

Companies must show mark-to-market losses on Derivatives: ICAI

The Institute of Chartered Accountants of India (ICAI) has announced that companies holding derivative contracts must provide for losses on them on a ...

The End Of The Road For Ambac and MBIA?

This is a non-India post. But it has some significance to the Indian markets. Ambac and MBIA are bond insurers in the US – called “monolines” ...

Inflation at 6.68%

The latest weekly release of the WPI Index, according to the Economic Times, is at 6.68%. This is the highest we’ve seen for a while. High inflation is a ...

Teledata – Proves my low P/E idea wrong!

A reader commented on my Mudra post: Deepak..nice analysis. I remember your succesful calls like BHEL and after a long, long time, you have given a stock idea. ...

KS Oils buys 50,000 acres of palm plantation in Indonesia

KS Oils, a company I talked about as having huge insider trades (“Insiders Buy The Big Dip“), has just acquired 50,000 acres of palm plantations in ...

Mudra Lifestyle – Stock Idea

After a long time I’ve found something worth buying. A company with a 3.9 P/E is very interesting, though there are risks. But note that I am the kind of ...

Insiders Buying The Big Dip

Corporate India is betting on itself. The level of insider buying has reached dizzying heights in the last two months, with more than 20 announcements a day. ...

Hammered Down

Welcome to another episode of the Indian Stock Market free falls, where every day is getting worse than earlier. With today’s 6% slide down to 4500, ...

Yen Rises and So Does Blood Pressure

More “derivatives” madness is on the cards. From ET’s “Rising Yen gives companies the jitters“: As the dollar slipped below Y100 ...