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Month: March 2012

5 / 5

What D’ya Want: Fundamentals Or Technicals?

There is always an argument about whether it’s better to invest using fundamentals or technicals. Fundamentals are about the real deal – the analysis of ...

Indian Outperformance In 2012 Is Under Threat (SA)

I have an article at Seeking Alpha about how India was the best performer in 2012 till recently, and why it will struggle to retain that position. Nearly every ...

Chart: FCCB Redemptions in 2012

I’ve written about the upcoming FCCB problem, where a number of FCCB redemptions were coming around about now, and they were all so far under par that they ...

February PMI at 57.6, Below Jan But High Enough

In what should be good news, the HSBC Markit Purchasing Manager’s Index (PMI) is at 57.6 in February, down from Jan’s 59.6 but still very strong. Above 50 ...

Nifty Clocks 3.6% for Feb, Now Up 16.5% in 2012

Looking at the monthly returns table shows a fantastic Jan + Feb for the markets, the best since 1994. And we shouldn’t forget the Sensex either: While 1992, ...

What We Left On The Table

I write on the “underrecoveries” in the last budget, at Yahoo. As the time closes in for the Budget in mid-March, the question on the mind of everyone is: ...

Readings: DLF Overpriced, Greek Default, RE Losses

Subramoney on Losses in Real Estate Deals. (But success stories are equally incredulous. I have seen money doubled between a pre-construction purchase, waiting ...

Nifty Consolidated P/E is 16.16, Standalone is 19

Looking at Q3 figures (now that all data is in) we have a pretty interesting result on the Nifty P/E. If I use the exchange methodology, then the way to get ...

ONGC Share Auction Rescued By LIC

The government wanted to sell 12,000 cr. worth shares of ONGC (42.77 cr. shares at a floor price of Rs. 290) today, and the auction – a special scheme that ...

E-Voting for Shareholder Resolutions

Piramal Healthcare has sent me an email asking for a vote on a resolution for appointing Ajay and Swati Piramal’s son-in-law as an executive of the company. ...