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Month: October 2008

2 / 5

So FCCBs do hurt, or do they?

A follow up from my post “The Falling Rupee and the FCCB problem” (Sep 11, 2008). ET confirms that this is indeed showing up in results. ...

Oct 21, 2008

Why not another black money amnesty scheme?

There’s a liquidity crisis out there, and if I may suggest something: Why not another one of those “declare your black money, pay 20% of it as ...

Oct 17, 2008

A GMR Recap

I haven’t checked a lot of stocks lately – and looking at GMR Infra’s price of Rs. 62 today shocked me. Let’s take a look at what ...

Oct 16, 2008

Shipping Index deep dives

From Big Picture: The “Ugly” Baltic Dry Index: This is going to cause a lot of damage to companies that have ordered ships because of all the ...

Oct 16, 2008

What to do now? Gilts, Nifty and No Predictions

A few comments have been mailed in asking “What to do now?”. I wish there was a universal answer but there is not. Here is what I am doing, and my ...

Oct 16, 2008

News for A Thursday

Interesting news today Russian Ruble falls to 20 month low Crude at $72. This is now half of the $144 price when the fear was of peak-oil and $200 oil. Ted ...

Oct 16, 2008

RBI Cuts CRR by 100 bps again

From last Friday’s move to cut CRR by 1.5%, another 1% has been taken off today. From RBI: The cash reserve ratio (CRR) of scheduled banks is currently ...

Oct 15, 2008

A 'Gunda' Credit Crisis Intro

If you want to read a “Gunda” based take on the Financial Meltdown (and if you have to ask what “Gunda” is, your answer is no), read ...

Oct 15, 2008

One Lakh in Jan 2008 = What today?

An interesting ET snippet of what a one lakh investment in Jan 08 would be worth today. Some stocks are down 80+% from their highs, and none of these companies ...

Oct 15, 2008

Indian Liquid Funds “break the buck”

From Value Research Online: Reserve Bank comes to the support of Cash Funds: RBI has decided to provide a temporary credit line to funds to enable them to ...

Oct 14, 2008

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