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Month: April 2010

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Deepak Shenoy Talks: Nifty P/E and EPS Growth, FII Buying and more…

The next in the Deepak Shenoy Talks series:   India saw the first down week after 9 continuous up-weeks, from the lows of 4667 on the Nifty. But ...

Happenings for Next Week

  Goldman Sachs gets sued by the SEC. So they sold a CDO based on a set of mortgages that were specifically chosen by John Paulson, who shorted the ...

In Defense of High Commissions

Suresh Sadagopan questions SEBI’s regulatory actions in his article. (HT: Srikanth Meenakshi) By focusing only on investor interests and making the business ...

Reader Comment: Is Bajaj Alliance Shield Plus worth it? [NO]

A comment from Raju on my ULIP post: I am NRI.I invested 5 lacs in Bajaj Alliance shield plus plan.Which requires only one payment. And insurance is 1.1 times ...

Ning Free will be History; Forums Change Soon

TechCrunch reports that Ning is in trouble and will soon phase the free version out. I’m not inclined to move to premium for multiple reasons, so I will soon ...

Investment, not Saving, Improves Living Standards

I’m reading this splendid book called “The World is Curved” by David Smick. It’s about why the world, in a crisis, is actually not flat – taking off ...

SEBI Hits Back: New ULIPs Can’t Be Issued

So there was a lot of drama after the recent IRDA-SEBI fight, which went all the way to Finance Secretary Ashok Chawla, and the FM Pranab Mukherjee announced ...

Infy: EPS Declines and Guidance Is Negative

Infosys announced their Q4 results, with a profit DECLINE year-on-year, of 0.9% to 1,600 cr. EPS has gone down to Rs. 28.02 from 28.33, which is a 1% decline. ...

Deepak Shenoy Talks: Inflation, Market Cap To GDP and more…

What follows is a 5 minute (okay, 6 minute) video on some of the data I wanted to blog about but decided I’d talk about it instead. It’s a format I call ...

First Government Bond Auction Fails

On friday, the new financial year’s first government bond auction for 12,000 crores failed; about 448 crores devolved on primary dealers. (101: Auctions are ...